Summary
Overview
Work History
Education
Skills
Accomplishments
References
Certification
Timeline
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Jeffery Graham

Jeffery Graham

Columbia,SC

Summary

Accomplished Insurance Advisor with proven track record at ASB, enhancing client satisfaction and retention through expert policy analysis and exceptional customer service. Skilled in client needs analysis and underwriting principles, consistently delivering personalized insurance solutions. Demonstrates a goal-oriented mindset and a knack for building lasting client relationships. Licensed in multiple states. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.

Detail-oriented professional with several years of experience in pest management. Known for long-lasting work and best-in-class customer service. Proven history of reliability and dynamic leadership. Reliable Supervisor offering many years of expertise managing landscaping projects. Versed in task delegation, deadline management, and project requirements. Proven history of designing and executing superior landscaping designs to meet client needs.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Advisor

American Senior Benifits
Columbia, SC
08.2022 - Current
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Participated in continuing education activities to stay abreast of latest developments in the field.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Reviewed renewal documents and updated customer information as needed.
  • Attended trade shows, conferences, and other events related to the insurance industry.
  • Achieved repeat business and referrals through personalized services.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.

Wildlife Technician

Rocket Pest
Columbia, SC
04.2023 - Current

Met with clients to evaluate the situation at each home.

Developed a tailored approach for each unique situation.

Find all entry points, and neutralize the infestation.

Commercial Pest Control Technician

Gregory Pest Solutions
Columbia, SC
05.2016 - 04.2023
  • Educated clients on pests and methods of removal.
  • Applied pesticides and other control strategies to manage pests.
  • Maintained accurate records of treatments applied, pests encountered, and customer interactions for regulatory compliance.
  • Inspected buildings and facilities to determine appropriate pest control measures.
  • Provided detailed reports to clients detailing the services performed, findings, and recommendations for future prevention.
  • Disposed of dead pests according to local laws and regulations.
  • Determined maintenance services costs, noting details in client reports.
  • Operated and maintained pest control equipment and vehicles, ensuring they were in good working condition.

Pest Service Manager

Cleggs Pest Control
Greenville, NC
04.2012 - 05.2016
  • Managed inventory levels of parts necessary for servicing customers' needs.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Created standard operating procedures for all service functions.
  • Implemented quality control measures to uphold company standards.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Prioritized and delegated daily work tasks to meet anticipated project goals.
  • Managed service staff to ensure customer satisfaction and compliance with company policies.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Identified opportunities for additional services and provided clients with recommendations for further pest protection.
  • Responded promptly to customer inquiries and complaints, providing exceptional service to ensure satisfaction.
  • Scheduled interviews for potential candidates and conducted reference checks prior to hire.
  • Produced thorough, accurate and timely reports of project activities.
  • Resolved conflicts between employees by providing guidance on company policies and procedures.

Education

High School Diploma -

Conway High School

Skills

  • Goal-oriented mindset
  • Data interpretation
  • Policy analysis
  • Claims management
  • Underwriting principles
  • Insurance products
  • Client needs analysis
  • Customer service
  • Client retention
  • Client relations
  • Licensed insurance agent
  • Customer follow-up
  • Cold calling
  • Life insurance
  • Upselling
  • Health insurance
  • Prospective client identification
  • Negotiation
  • New client acquisition
  • Marketing management
  • Insurance program management
  • CRM software
  • Marketing strategies
  • Client assessment

Accomplishments

  • Resolved product issue through consumer testing.
  • Documented and resolved client which led to sold policies.

References

Available upon request.

Certification

  • All required certifications for life and health are available upon request.
  • licenced in many states

Timeline

Wildlife Technician

Rocket Pest
04.2023 - Current

Insurance Advisor

American Senior Benifits
08.2022 - Current

Commercial Pest Control Technician

Gregory Pest Solutions
05.2016 - 04.2023

Pest Service Manager

Cleggs Pest Control
04.2012 - 05.2016

High School Diploma -

Conway High School
Jeffery Graham