Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
CustomerServiceRepresentative
Jeffrey Swanson, CISR
Open To Work
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Jeffrey Swanson, CISR

Fargo,ND

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Customer Service RepresentativeAgent / Customer Service RepresentativeFinancial Services RepresentativeRetail Store Manager

Work Type

Full Time

Location Preference

On-Site
Location: Fargo, ND, US
Open to relocation: No

Salary Range

$60000/yr - $200000/yr

Important To Me

Work-life balanceCompany Culture401k matchHealthcare benefitsPersonal development programs

Summary

Experienced insurance professional specializing in personal lines with a strong background in policy servicing, and claim coordination. Proven ability to resolve complex customer issues and build long-term client loyalty. Highly skilled in CRM systems. Recognized for leadership, and commitment to professional development.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Ihry Insurance Agency
02.2019 - Current
  • Executed comprehensive service for auto, home, and umbrella insurance policies, ensuring seamless endorsements and renewals.
  • Facilitated collaboration among agents, and adjusters to enhance claim efficiency.

Agent / Customer Service Representative

Superior Insurance Agency
01.2013 - 01.2019
  • Conducted client reviews to enhance service and improve client retention.
  • Initiated digital marketing campaign to increase brand visibility.

Financial Representative /Insurance Agent

Country Financial Insurance
01.2012 - 06.2013
  • Delivered customized financial and investment solutions while ensuring asset protection through personal lines insurance.
  • Maintained client relationships through education, and proactive service.

Financial Services Representative

New York Life & NYLIFE Securities
07.2010 - 12.2011
  • Assisted clients with financial services, ensuring informed decision-making.
  • Devised comprehensive financial plans for clients to achieve long-term goals.

Retail Store Manager

Walgreens
01.1994 - 06.2010
  • Oversaw retail store operations at Fargo's Largess Shopping Centers, ensuring efficient staffing, training, and scheduling.
  • Oversaw profit & loss control, merchandising, and inventory management.
  • Ensured service excellence while achieving operational and financial objectives.

Education

Bachelor of Arts - Music Industry, Business Administration

Minnesota State University Moorhead
Moorhead, MN

Skills

  • Build and nurture client connections
  • Coverage assessment expertise
  • CRM systems proficiency
  • Development of policy quotes

Certification

  • Certified Insurance Service Representative (CISR)
  • Licensed in Property & Causality, Life, and Health
  • Dale Carnegie Sales Champion Award
  • South Point Kiwanis President, 2 years
  • Notary Public
  • Series 6 & 63, inactive
  • Licensed Pharmacy Technician, inactive

Timeline

Customer Service Representative

Ihry Insurance Agency
02.2019 - Current

Agent / Customer Service Representative

Superior Insurance Agency
01.2013 - 01.2019

Financial Representative /Insurance Agent

Country Financial Insurance
01.2012 - 06.2013

Financial Services Representative

New York Life & NYLIFE Securities
07.2010 - 12.2011

Retail Store Manager

Walgreens
01.1994 - 06.2010

Bachelor of Arts - Music Industry, Business Administration

Minnesota State University Moorhead

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