Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Affiliations
Certification
Timeline
Generic

Jason Pluta

Granger

Summary

Results-driven sales professional offering 23 years of experience in business development and account management. Committed to making a positive impact on my clients providing the best experience possible with honesty and integrity and an emphasis on building long-term relationships.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Ice Technician

University of Notre Dame
02.2022 - Current
  • Maintained optimal ice conditions for various sports, including hockey, figure skating, and curling events.
  • Assist operations manager with planning of routine operations and special projects.
  • Collaborated with event organizers to provide tailored ice surfaces for specific competitions and performances.
  • Contribute to efficient operations by maintaining accurate records of all ice rink maintenance activities.

Insurance Sales Agent

The Auto Club Group - AAA
08.2021 - 02.2023
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.

Agency Manager

Shelter Insurance
07.2017 - 01.2021
  • Managed daily operations of insurance agency.
  • Ensured compliance with all federal/state regulations as well as company policies.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Implemented effective lead generation strategies such as cold calling, networking events, or utilizing social media platforms for increased visibility among potential clients.

Independent Insurance Broker

CRH Insurance
09.2015 - 07.2017
  • Expanded client base through targeted marketing efforts, including referrals, networking events, and social media outreach.
  • Built relationships with customers and community to establish long-term business growth.
  • Developed customized presentations highlighting key advantages of recommended insurance options to effectively communicate value propositions to clients.

Insurance Sales Producer

Indiana Farm Bureau Insurance
10.2014 - 09.2015
  • Managed established book of business delivering personalized attention to each client to ensure client satisfaction and retention.
  • Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
  • Facilitated claim resolution process for clients, acting as a liaison between policyholders and the claims dept. to ensure smooth communication and satisfactory outcomes.

Customer Service Agent

Liberty Mutual
01.2013 - 04.2014
  • Developed exceptional customer service skills while managing high call volume efficiently addressing customer's concerns and offering appropriate resolutions based on their needs.
  • Identified upselling opportunities to increase revenue resulting in 16.89% lead generation based on 6,911 handled calls in 2013.
  • Contributed to a positive work environment by being part of the "Employee Satisfaction Team".

Insurance Producer

Farmers Insurance Group
10.2007 - 12.2012
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Followed up promptly with interested clients to close sales.
  • Provided information on features, policies and relative advantages to promote insurance packages.

Education

Professional Development - Business Management

Indiana University South Bend
South Bend, IN

Skills

  • Competitive
  • Strong negotiation
  • Relationship building
  • Goal oriented
  • Lead follow up
  • Team collaboration
  • Verbal and written communication
  • Persuasive communication style
  • CRM proficiency
  • Sales strategies
  • Sales closing

Accomplishments

  • Achieved "Premiere Performer" status for exceeding sales goals in 2022 while at The Auto Club Group - AAA
  • Received "Excellence Award" for being top lead generating agent with Liberty Mutual 3 out of 4 quarters in 2013 while at Liberty Mutual.
  • First agent in new hire class to achieve required sales to become contracted agent with Farmers Insurance Group.

Affiliations

  • National Association of Insurance and Financial Advisors
  • Chamber of Commerce
  • Rotary International
  • Lions Club

Certification

  • Property and Casualty Insurance License - (2007- Current)
  • Life and Health Insurance License - (2007 - Current)

Timeline

Ice Technician

University of Notre Dame
02.2022 - Current

Insurance Sales Agent

The Auto Club Group - AAA
08.2021 - 02.2023

Agency Manager

Shelter Insurance
07.2017 - 01.2021

Independent Insurance Broker

CRH Insurance
09.2015 - 07.2017

Insurance Sales Producer

Indiana Farm Bureau Insurance
10.2014 - 09.2015

Customer Service Agent

Liberty Mutual
01.2013 - 04.2014

Insurance Producer

Farmers Insurance Group
10.2007 - 12.2012

Professional Development - Business Management

Indiana University South Bend
Jason Pluta