Jeffery Holley
Oxford,OH
Summary
Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Educational Assistant
Talawanda High School
Oxford , OH
2024.01 - 2024.03
- Tutored students in mathematics concepts, from basic arithmetic to geometry.
- Provided individualized instruction for special needs students according to their IEPs.
- Administered tests to assess student progress.
- Tutored and assisted children individually and in small groups to help master assignments and reinforce learning concepts.
- Graded assignments and tests and documented results into filing systems.
- Offered students personalized educational, behavioral and emotional support.
Insurance Agent Assistant
American Family Insurance
Cincinnati , OH
2023.04 - 2023.11
- Provided detailed explanations of coverages, exclusions, limits, and other policy provisions.
- Processed applications, endorsements, cancellations, reinstatements, audits, and renewals efficiently and accurately.
- Maintained accurate records of customer interactions including notes on conversations and changes made to accounts.
- Followed up regularly with customers regarding their policies or any outstanding issues they may have had.
- Conducted policy reviews for customers to identify potential gaps in coverage or additional coverage options.
- Researched customer inquiries about billing discrepancies or coverage questions.
Insurance Broker
Everquote
Remote , OH
2022.02 - 2023.04
- Assessed client risk profiles and recommended appropriate coverage plans.
- Utilized industry software tools such as rating engines and quoting systems.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Ensured compliance with all applicable laws and regulations.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Promoted client retention through high-quality service and follow through.
Insurance Broker
Lighthouse Insurance Group
Remote , OH
2021.09 - 2022.02
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Personal Shopper
Shipt
Remote , OH
2020.02 - 2021.09
- Maintained a high level of customer service while ensuring customer satisfaction.
- Processed payments for purchased items using cash registers or other payment systems.
- Responded promptly to customer inquiries via texts or emails.
- Completed pickup and shopping orders for customers within local area.
Licensed Sales Producer
Allstate
Mason , OH
2021.04 - 2021.08
- Processed applications for new policies, endorsements, changes and cancellations.
- Established relationships with clients by providing prompt service, accurate information and follow-up support.
- Generated quotes for various types of insurance policies based on customer requirements.
Benefits Advisor
Aflac
Cincinnati , OH
2020.09 - 2021.04
- Developed presentations to educate employees about their benefits packages.
- Coordinated with payroll staff to ensure accurate deductions are taken from employee paychecks for benefit contributions.
- Assessed requests for special accommodations due to medical conditions or disabilities when determining eligibility for certain benefits.
Store Manager
United Dairy Farmers
Cincinnati , OH
2018.04 - 2020.02
- Prepared daily, weekly, and monthly reports on sales figures, expenses, profits.
- Ensured compliance with safety regulations and company policies.
- Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
Education
Bachelor of Science - Leadership + Ministry
Grace Christian University
Grand Rapids, MI2025-04
Associate of Arts - Humanities
Miami University
Oxford, OH2006-05
Skills
- Calm, Patient Demeanor
- Helping People with Special Needs
- Data Collection
- Outstanding Communicator
- Multicultural Awareness
- Records Management
- Computer Skills
- Account management
- Recordkeeping strengths
- Professional telephone demeanor
Timeline
Educational Assistant
Talawanda High School
2024.01 - 2024.03
Insurance Agent Assistant
American Family Insurance
2023.04 - 2023.11
Insurance Broker
Everquote
2022.02 - 2023.04
Insurance Broker
Lighthouse Insurance Group
2021.09 - 2022.02
Licensed Sales Producer
Allstate
2021.04 - 2021.08
Benefits Advisor
Aflac
2020.09 - 2021.04
Personal Shopper
Shipt
2020.02 - 2021.09
Store Manager
United Dairy Farmers
2018.04 - 2020.02
Bachelor of Science - Leadership + Ministry
Grace Christian University
Associate of Arts - Humanities
Miami University
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