Jay Lynn Hines
Insurance Agent P&C
Willis,USA
Summary
Versatile insurance sales representative with over 48 years of experience in account management and customer service within the financial services sector. Highly trained in personal and commercial accounts and heavy cross sales.
I have worked with many independent insurance agents for the last 45 years. I am experienced with First, Safeco and Travelers personal and commercial accounts. Liberty, National, General, Nationwide, Hartford P&C, Hartford Flood and Texas Windstorm. I am experienced in the non-admitted markets as well for personal homeowners and auto. On the commercial side, I am experienced on GL BOP Workmen’s Comp. Property Transportation and E&O Professional liability.
Versatile on computers, AMS 360 Management Systems, Hawk Soft and EZ Lynks for all rating needs. I am familiar with carriers and underwriting guidelines. Proven expertise in insurance sales and underwriting. I hold a Property & Casualty Insurance Producer license, demonstrating a commitment to professional development and compliance.
Skilled in leveraging strong communication and sales management abilities to drive client satisfaction and retention. I am familiar with accords and supplemental forms for commercial policies. Proven track record in auditing client data, identifying administrative errors and maintaining high retention rates. Self starter with a professional home office (multiple monitors, high speed internet with a quiet environment) I have experience with the majority of personal and commercial carriers including rating platforms. Comfortable working independently in a remote environment. Proud of providing reliable, friendly and detail-oriented service to clients.
NOTE: NOT INTERESTED IN LIFE/HEALTH INSURANCE, NO 1099 PAID POSITIONS.
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent/CSR
Tri Lakes ins
Branson, MO
08.2023 - 06.2026
- I was a account insurance agent working remotely. I live in Texas and the office is in Missouri.
- I was hired to do overflow work for personal and commercial departments including but not limited to rating, servicing and sales.
- I was versatile on the computer with EZ Lynks rating and service.
- I answered over 40+ calls per day and communicated with the Missouri team when needed.
Account Manager/Agent
TWFG Insurance Services
The Woodlands, TX
09.2019 - 12.2022
- I worked in office on selling and upselling personal and commercial accounts. Account service, rating, sales and closing.
Account Service Representative
Wedgewood Insurance Agency
Magnolia, TX
08.2011 - 01.2016
- Account rep. sales agent for commercial accounts only. Worked with 300+ realtors. Worked with title and closing, new sales. Completed accounts from start to finish.
Education
High school diploma -
St. Pius X High School
Houston, TX05-1977
Skills
- Account reconciliation
- Marketing
- Journal Entr
- Insurance policy review
- Windows
- Operations management
- Commercial insurance knowledge
- Commercial insurance policies
- Insurance agencies
- Sales
- Team management
- Professional email communication
- Microsoft Excel
- Risk management
- Phone communication
- Communication skills
- Inbound selling
- Cold calling
- Office management
- Client services
- Auto insurance knowledge
- Home insurance sales
- Client communication
- Salesforce
- Outbound sales
- Insurance sales
- Accounts receivable
- Insurance products customer
- Client relationship development
- Homeowners insurance knowledge
- Auto insurance sales
- Customer service
- Financial sales
- Microsoft Word
- General Ledger Reconciliation
Casualty insurance experience
- Financial Report Writing
- Microsoft Outlook
- Relationship management
- Account management
- Typing
- Independent insurance agency experience
- Client needs assessment
- Customer relationship building
- Outbound calling
- General Ledger Accounting
- Interpersonal skills
- Client interaction via phone calls
- Property casualty insurance
- Financial services
- Attention to detail
- Sales development
- Management
- Computer skills
- Accounting
- Small insurance brokerages experience
- Pricing
- Accounts Payable
- Underwriting
- Sales management
- Client retention
- Client service
- Professional networking
- Goal oriented approach
- Policy management
- Email marketing
- Underwriting principles
- Claims handling proficiency
- Negotiation techniques
- Team training and development
- Sales strategy development
- Insurance sales expertise
Certification
- Insurance Producer License September 2022 to Present had my CSR license since 2001 and the State changed me to P& C in September of 2022
- Licensed Insurance Agent December 2000 to Present Agent License P and C Insurance Service Rep from 2000 till 2022
- Property & Casualty License Property & Casualty License September 2020 to December 2023 Current
- General lines Pand C License September 2020 to December 2023 Current P and C license have had ISR since 2000 Received My CSR license since 2001
- Personal Lines License Insurance Producer License
Additional Information
Authorized to work in the US for any employer
Timeline
Licensed Insurance Agent/CSR
Tri Lakes ins
08.2023 - 06.2026
Account Manager/Agent
TWFG Insurance Services
09.2019 - 12.2022
Account Service Representative
Wedgewood Insurance Agency
08.2011 - 01.2016
High school diploma -
St. Pius X High School