Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Jeffery Arnold

East Amherst,NY

Summary

Result driven 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.

Overview

2
2
years of professional experience

Work History

Insurance Advisor

US Health Advisors
03.2023 - Current
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Obtained underwriting approval by completing application for coverage.
  • Created detailed reports for management to track performance and sales.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction [Number]%

Assistant Manager

Tops Friendly Markets
12.2022 - 03.2023
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Supervised day-to-day operations to meet performance, quality and service expectations.

Power Washer/Landscaper

Self-employeed
04.2021 - 03.2023
  • Cleaned windows, gutters, roofs and other surfaces by power washing or pressure washing.
  • Communicated with clients and limited work equipment near entrances to minimize disruptions to businesses.
  • Followed safety standards and established SOPs when handling, mixing and storing hazardous chemicals.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Developed strong rapport with customers and created positive impression of business.

Education

No Degree - Business Finance

Saint Bonaventure University, Williamsville East High School
Buffalo, NY

Skills

  • Excellent Communication Talents
  • Health Insurance Industry Knowledge
  • Client Needs Analysis
  • Customer Experience
  • Insurance Coverage Review
  • Quotes and Sales
  • Persuasive Selling
  • Customer Relations
  • Time Management
  • Ambitious
  • Coachable

Accomplishments

-Licensed National Insurance Producer


-Issued $75,000 worth of business in 6 months


- Section C, 2018 Soccer Champion


References

-Jaxin Brown

(716)799-2194

US Health Advisors

Co-worker/writing agent


-Austin D'Amico

(716)906-4346

Tops Friendly Markets

Manager


Timeline

Insurance Advisor

US Health Advisors
03.2023 - Current

Assistant Manager

Tops Friendly Markets
12.2022 - 03.2023

Power Washer/Landscaper

Self-employeed
04.2021 - 03.2023

No Degree - Business Finance

Saint Bonaventure University, Williamsville East High School

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Jeffery Arnold