Jason Mork
Osceola,WI
Summary
Successful and seasoned Insurance Advisor 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. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
14
14
years of professional experience
Work History
Insurance Agent
Stein Agency
07.2010 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
Insurance Agent
Combined Insurance
01.2010 - 07.2010
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Approached potential clients by using direct marketing mailings and phone contacts.
Education
High School Diploma -
Osceola High School
Osceola, WI05.1989
Skills
- Client Retention
- Customer follow-up
- Leads Prospecting
- Client Relations
- Account Management
- Policy Renewals
- Upselling
- Policy Knowledge
- Professionalism and Ethics
- Customer Engagement
- Sales Reporting
- Property and Casualty Insurance
Timeline
Insurance Agent
Stein Agency
07.2010 - Current
Insurance Agent
Combined Insurance
01.2010 - 07.2010
High School Diploma -
Osceola High School