Jeffery Davis
Overview
2
2
years of professional experience
1
1
Certification
Work History
Account Coordinator, Commercial Lines
AssuredPartners, A Gallagher Company
White Plains
02.2025 - Current
- Support Account Managers and Producers in servicing commercial insurance accounts across multiple industries.
- Assist in preparing proposals, coverage summaries, and renewal documentation to ensure timely client delivery.
- Process endorsements, certificates of insurance, billing inquiries, and policy documents through agency systems.
- Maintain organized client files and uphold compliance with internal standards and industry regulations.
- Communicate with carriers for quotes, binders, and policy issuance, contributing to efficient policy management.
- Deliver responsive, professional service to clients and internal teams, helping retain and grow client relationships.
- Gaining experience in insurance marketing and placement.
Sales Development Representative
CheckedUp
New York
09.2024 - 02.2025
- Identifying top prospective customers and building prospect lists.
- Executing outbound lead generation activities.
- Articulating how Checkedup solves the unique problems that resonate with each different buyer type and scheduling high quality meetings with prospective customers for the sales team.
- Updating and managing all sales activities, opportunities, and account information in CRM.
- Consistently meeting targets and activity levels.
Contract Guest Experience Lead
Lululemon
Woodbury
11.2023 - 09.2024
- Customer Engagement: Lead a team to deliver exceptional customer service, creating an environment where guests feel valued and heard. Foster a culture of genuine connection and embody the values of lululemon in every interaction.
- Operational Excellence: Oversee the day-to-day operations of the guest experience, ensuring efficiency and adherence to brand standards. Implement and optimize processes to enhance the overall guest journey.
- Training and Development: Train, mentor, and coach team members to elevate their customer service skills. Foster a culture of continuous improvement and empower the team to exceed guest expectations.
Education
Bachelor of English Arts -
SUNY New Paltz
05-2024
Associate of Liberal Arts & Sciences -
SUNY Orange
05-2022
Skills
- Field Sales
- Objection Handling
- Account management
- Salesforce
- Writing Skills
- Organizational Skills
- Communication skills
- Ability to work with a team
- Ability to work under pressure
- Proposal preparation
- Policy management
- Client relationship
Certification
New York State Property & Casualty License
Timeline
Account Coordinator, Commercial Lines
AssuredPartners, A Gallagher Company
02.2025 - Current
Sales Development Representative
CheckedUp
09.2024 - 02.2025
Contract Guest Experience Lead
Lululemon
11.2023 - 09.2024
Bachelor of English Arts -
SUNY New Paltz
Associate of Liberal Arts & Sciences -
SUNY Orange