Jeffrey Poe
Custer ,WA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. While managing the Allstate Agency In Bellingham Washington increased retention, lowered loss ratio and met growth objectives for agency.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Allstate Financial Support Staff
Allstate Michael Segall
06.2022 - Current
- Self-motivated, with strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with strong work ethic. Managed approximately 40 to 50 emails and calls per day.
Allstate Agency Manager
Steve Waiss Allstate
01.2008 - 06.2022
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Maintained compliance with industry regulations by conducting regular audits of policies, procedures, and employee practices.
- Leveraged technology platforms for efficient management of client accounts, policy changes, claims processing, and billing inquiries.
- Established clear performance metrics for team, providing regular feedback and coaching to drive continuous improvement.
- Developed strong relationships with key clients, resulting in increased client satisfaction and retention rates.
- Facilitated open communication channels within agency environment that promoted collaboration towards shared goals among staff members.
- Achieved consistent year-over-year growth in both revenue generation and client acquisition through strategic planning and execution.
- Implemented targeted marketing campaigns to generate new business leads and increase market share within region.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Managed diverse portfolio of clients, ensuring personalized service and appropriate coverage based on individual needs.
- Increased agency revenue by implementing effective sales strategies and coaching team members on best practices.
- Assisted in recruiting, hiring and training of team members.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Trained and guided team members to maintain high productivity and performance metrics.
- Interacted well with customers to build connections and nurture relationships. Managed approximately 40 to 50 incoming calls and emails from clients per day. Obtained Allstate Honor Ring for agency.
Education
Associate of Science -
Yakima Valley Community College
Yakima, WA06.1976
High School Diploma -
Granger High School
Granger, WA06.1974
Skills
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Flexible and Adaptable
- Dependable and Responsible
- Excellent Communication
- Multitasking
- Calm Under Pressure
- Organizational Skills
- Active Listening
- Verbal Communication
Accomplishments
Achieved goals for increase in Financial production for Allstate Personal Financial Representative Michael Segall through client meetings, cold calling and working existing book of business.
Certification
Licensed insurance agent for property, casualty, and life insurance. LUTCF designation.
Timeline
Allstate Financial Support Staff
Allstate Michael Segall
06.2022 - Current
Allstate Agency Manager
Steve Waiss Allstate
01.2008 - 06.2022
Associate of Science -
Yakima Valley Community College
High School Diploma -
Granger High School
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