Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeffrey Wilhelm

Imperial,MO

Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Influential Insurance Sales Agent with 12 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales.

Overview

41
41
years of professional experience

Work History

Licensed Insurance Broker

National Agents Alliance
Burlington, NC
08.2009 - Current
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.

Disc Jockey

CJ's Disc Jockey Service Inc.
St. Louis, MO
06.1993 - Current
  • Engaged guests at special events by playing fun, lively songs and encouraging dancing.
  • Played songs fitting station's format and monitored each song's length to avoid dead air.
  • Coordinated with event planners to ensure all aspects of the events were taken care of properly.
  • Set up and tear down of equipment.

Education

MBA - Business Administration

University of Phoenix
Tempe, AZ
05.2010

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ
07.2008

Skills

  • Critical Thinking
  • Field Underwriting
  • Records Maintenance
  • CRM Software
  • Premium Calculations
  • Policy Changes

Timeline

Licensed Insurance Broker

National Agents Alliance
08.2009 - Current

Disc Jockey

CJ's Disc Jockey Service Inc.
06.1993 - Current

MBA - Business Administration

University of Phoenix

Bachelor of Science - Business Administration

University of Phoenix
Jeffrey Wilhelm