Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jason Heaney

Jupiter

Summary

Goal-driven Agency Owner offering 18 years of experience generating business, acquiring customers and meeting demanding sales objectives. Knowledgeable about personal lines, commercial products and financial services.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Agency Owner

We Insure
06.2017 - Current
  • Grew my book from $0 to 6.9 million in 7.5 years.
  • Top 10 agencies out of 75.
  • 89% premium retention.
  • 81% client retention.
  • Over 2300 clients.
  • Currently employ 5 people.
  • Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
  • Approved staff hiring, termination and promotions.
  • Maintained personnel files and regularly conducted audits to verify accuracy of information.
  • Attended seminars, conferences and organizational activities to maintain management expertise.

Senior Sales Representative

Liberty Mutual Insurance
03.2008 - 06.2017
  • Top agent’s in Florida for 5 years straight.
  • Exceeded bonus structure over 30%, each month.
  • Reached senior sales rep in 5 years, average was 7 years.
  • Averaged 250 new clients a year for auto, home, umbrella and life.
  • Averaged 20-35 Life insurance policies a year.
  • Meet with potential clients to determine their needs and financial situation by scheduling fact-finding appointments; reviewing current coverages and investments; ascertaining long term goals.
  • Develop a coordinated protection plan by calculating and quoting rates for immediate coverage and long term strategy implementation.
  • Mentored junior sales representatives, improving overall team performance and productivity.
  • Organized trade shows and industry events to increase brand visibility and generate leads.

CEO

Jth financial, Mortgage broker
01.2006 - 01.2008
  • Averaged over $500,000 in loans processed on a monthly basis.
  • Closed over 400 loan applications in 2 years.
  • Achieved company growth by implementing strategic plans and streamlining operations.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Enhanced brand reputation with effective marketing campaigns and public relations efforts.
  • Built productive relationships with industry partners and competitors to support strategic business objectives.
  • Streamlined business processes, resulting in increased operational efficiency across all departments.

Senior loan officer

Metropolitan home loans
01.2004 - 12.2005
  • Closed 15 loans or more a month.
  • Averaged 250k per loan.
  • Meet with perspective clients to review and to go over their financial status, credit, property evaluations and overall mortgage application process.
  • Stay abreast of new types of loans, financial services and products to better meet my customers needs.
  • Confer with underwriters to aid in resolving mortgage application issues.
  • Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
  • Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.

Education

Bachelor of Arts - Business Economics

SUNY, Cortland
Cortland, NY
09-2001

Skills

  • Customer relations
  • Administering budgets
  • Operations management
  • Franchise management
  • Sales management
  • Closing techniques
  • Business development
  • Revenue generation
  • Administering payroll

Certification

Insurance/Adjuster Licenses

-220

-215

-2044

-620

Timeline

Agency Owner

We Insure
06.2017 - Current

Senior Sales Representative

Liberty Mutual Insurance
03.2008 - 06.2017

CEO

Jth financial, Mortgage broker
01.2006 - 01.2008

Senior loan officer

Metropolitan home loans
01.2004 - 12.2005

Bachelor of Arts - Business Economics

SUNY, Cortland

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