Camping, Hiking, Fishing and Family time
Jason Bailey
Sales And Marketing
Lacey,WA
Summary
Successful and seasoned Insurance Professional with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
21
21
years of professional experience
1
1
Language
Work History
Insurance Agent
AAA Washington
Olympia, WA
12.2009 - 06.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Educated clients on insurance policies and procedures.
Commercial Accounts Manager
CenturyLink
Tacoma, WA
02.2006 - 12.2009
- Informed customers of promotions to increase sales productivity and volume.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Negotiated prices, terms of sales and service agreements.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Set and achieved company defined sales goals.
Mortgage Loan Officer
Full Spectrum Lending
Tacoma, WA
04.2002 - 02.2006
- Reviewed loan files and updated to match current standards.
- Fielded customer complaints and provided solutions.
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
Education
Associate of Science - Medicine
Tacoma Community College
Tacoma, WA 05.2001 -
Skills
Account management
Accomplishments
- 13 Year Presidents Club recipient - AAA Washington
- 5 Time "Agent of the Year" in Life and/or Property Insurance -AAA WA
- Rookie of the Year 2010 - AAA Washington
- 4 time "Region agent of the Year" Winner - AAA Washington
- 2017 Certificate of Merit - Association of School Administrators
- 8 time recipient -Five Star professional award - Seattle Magazine
Interests
Timeline
Insurance Agent
AAA Washington
12.2009 - 06.2023
Commercial Accounts Manager
CenturyLink
02.2006 - 12.2009
Mortgage Loan Officer
Full Spectrum Lending
04.2002 - 02.2006
Associate of Science - Medicine
Tacoma Community College
05.2001 -
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