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I'm a bilingual (Spanish and English) experience professional with successful career in banking, customer service and P&C insurance. I'm a highly motivated leader proficient in exceeding goals. Provide excellent customer service with integrity, accountability and respect. Effective leader with the skills necessary to direct, train and motivate others to their fullest potential. Successful team player devoted to excellence, helping others and building bridges of success.

Results-driven Independent Insurance Producer with extensive experience in selling personal and commercial lines through top carriers. Skilled in client needs assessment, risk analysis, and closing sales by delivering customized insurance solutions. Proven success in upselling, cross-selling, and policy renewals to boost retention and revenue. Strong ability to build rapport, negotiate favorable terms, and secure competitive policies. Adept at leveraging industry knowledge and carrier relationships to drive sales performance and exceed targets.

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Transitioned from the Fitness Industry into Sales for the Insurance industry, further advancing skills and passion for advocacy to assist those in need and provide protection of life, family assets and peace of mind. Insurance expertise in Term Life, Whole Life, Final Expense, Mortgage Protection, and Medicare Insurance sales. Devoted personal time and attention to the elderly in need and acted as a Patient Advocate on their behalf. Passionate for developing long lasting relationships with transparency and dedicated personal attention.

James Daniel Harvey

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Independent Insurance Producer

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BBA - Global Supply Chain Management

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Independent Insurance Producer

Office Assistant

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BBA - Global Supply Chain Management

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