Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Jason Milner

Plainview,NY

Summary

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

Overview

5
5
years of professional experience
1
1
Certification

Work History

INSURANCE PRODUCER

GEICO
New York
03.2023 - Current
  • Cultivate and manage client relationships to drive sales of auto and home insurance policies
  • Utilize comprehensive product knowledge to accurately assess client needs and recommend appropriate coverage options
  • Collaborate with underwriters to expedite policy processing and ensure timely issuance of insurance documents
  • Provide exceptional customer service by addressing client inquiries and resolving policy-related issues promptly and effectively.

INSURANCE PRODUCER

STATE FARM
New York
02.2023 - 02.2024
  • Marketed & sold a variety of insurance products, including auto, home & life-insurance
  • Prospected & developed new business opportunities through lead generation & referrals
  • Conducted policy reviews for existing clients to ensure their coverage remained up to date & relevant
  • Assisted clients in filing claims & acted as a liaison between clients & insurance companies
  • Participated in ongoing training & professional development to enhance product knowledge & sales skills.

SALES RESPRESENTITIVE

FIRST MFG COMPANY
New York
01.2021 - 01.2022
  • Sold leather goods and clothes in-person and over phone
  • Gained insight into operations of a leather business, including sales, shipping, communication, and customer support
  • Oversaw handling and organizing of documentation for outgoing and incoming products
  • Communicated with clients from all over the world to broaden understanding of client relationships overseas.

SALES REPRESENTITIVE

LA FITNESS
New York
01.2019 - 01.2020
  • Cold calling; making multiple outbound calls to clients (80+ calls/day)
  • Data Entry - Maintaining database of prospective client information
  • Closed sales and worked with clients through closing process
  • General salesman duties including fitness tours, contract paperwork, answering/placing phone calls
  • In-depth understanding of company services and its position in the industry.

Education

Associate of Arts -

NASSAU COMMUNITY COLLEGE
Garden City, NY

Skills

  • Comprehensive Insurance Product Knowledge (Auto, Home, Life)
  • Strong Sales and Negotiation Skills
  • Excellent Customer Service and Issue Resolution
  • Clear and Effective Communication
  • Skilled in Problem-Solving and Decision-Making
  • Up-to-date Industry Knowledge and Market Trends
  • Collaborative Team Player
  • Effective Time Management and Organization
  • Adaptability to Learn and Implement New Technologies
  • Policy analysis
  • Relationship Building
  • Proficient in NECHO & ECRM software

Certification

  • People's Management
  • Accident & Health
  • Property & Casualty

Timeline

INSURANCE PRODUCER

GEICO
03.2023 - Current

INSURANCE PRODUCER

STATE FARM
02.2023 - 02.2024

SALES RESPRESENTITIVE

FIRST MFG COMPANY
01.2021 - 01.2022

SALES REPRESENTITIVE

LA FITNESS
01.2019 - 01.2020

Associate of Arts -

NASSAU COMMUNITY COLLEGE
Jason Milner