Jennifer Rees, AINS
Star,USA
Summary
Experienced leadership professional prepared to guide teams effectively. Strong focus on collaboration and achieving results, ensuring adaptability with changing needs. Proficient in project management, conflict resolution, and strategic planning. Reliable and flexible, fostering cohesive and productive team environment.
Overview
16
16
years of professional experience
Work History
Commercial Team Lead
The Hartwell Corporation
08.2018 - 03.2025
- Managed a portion of the agencies book of business, specializing in a broad range of commercial lines including crop insurance, agriculture, construction, engineering, architectural, habitational, and diverse business accounts
- Promoted from Commercial CSR to Team Lead due to strong performance, leadership skills, and technical knowledge
- Directed and mentored a high-performing team of 13, ensuring adherence to company benchmarks, compliance standards, and client satisfaction goals
- Cultivated and retained key commercial accounts through proactive client relationship management and customized insurance solutions
- Spearheaded strategy to maintain profitability, enhance account retention, and identify upsell opportunities across lines
- Recognized for quick learning, natural leadership, and ability to thrive under pressure in a dynamic environment
Insurance Agent – Office Manager, Nationwide Insurance
Drossart Insurance Agency
02.2017 - 03.2018
- Primarily responsible for customer retention and commercial insurance
- Executed seamless book merger, retaining and cross-selling current clients
- Trained existing office staff based on prior success and experience
- Trained incoming agents, including study means and methods for licensing
- Tailored daily operations to customer needs, requests, and problems
Exclusive Agency Owner, Allstate Insurance Company
Rees Insurance Agency
07.2013 - 07.2015
- Built agency from ground up, developing and retaining a book of over 350 households in under 2 years
- Specialized in commercial insurance, nurturing long-lasting professional relationships
- Promoted agency products to customers and prospects face-to-face, over the phone, and in writing
- Presented and effectively explained insurance policy options to clients to best suit their personal and financial objectives
- Developed fruitful business partnerships with car dealerships, loan processors, and other professionals in the community
Sales Producer – Office Manager, State Farm Insurance
Craig Thomas Insurance Agency
04.2009 - 07.2013
- Processed applications, payments, corrections, endorsements, and cancellations
- Produced agency product sales to clients via multiple communication methods
- Pursued continued education and training to continue professional insurance development
- Routinely met monthly sales targets through creating life and commercial insurance leads
- Generated 50+ policies on a monthly continuum
Education
Associate of Applied Science - Insurance
The Institutes
Boise, ID06.2024
High School Diploma - General
Alta High School
Sandy, Utah05.1989
Skills
- Active Idaho licenses for Life, Health, Property, and Casualty Insurance
- Success in owning, operating, and selling an exclusive insurance agency
- Over 20 years of insurance-specific customer service demonstrating active listening and creative problem solving
- Organized, highly motivated, natural leader that thrives under pressure
- Excels in client relations, utilizing in-depth knowledge of markets and strong telephone personality
- Fast learning, results-oriented, team player executing dependable and efficient work ethic
- Proficient training, development, and best practice professional
- Commercial insurance specialization
- Recognizes high importance of industry profability, benchmarks, ROI, and networking
- Outgoing individual with strong commitment to success and appreciation for the insurance industry
- Devoted to a professional appearance and workplace
- Attention to detail
- Conflict resolution
- Customer focus
- Coaching and mentoring
- Complaint resolution
- Operations management
- Employee evaluation
- Key performance indicators
- Trend tracking
- Relationship building
- Talent acquisition
- Client communication
- Deadline management
- Employee training
- Task delegation
- Strategic planning
- Workflow management
- Project management
- Risk management
- Employee engagement
- Problem-solving
Accomplishments
- Successfully owned and operated an exclusive insurance agency
- Awarded Top Producer at Allstate for achieving all validation benchmarks
- Maintained an 88% retention level of policyholders during annual renewal periods as an agency owner
- Member of Allstate Agency Peer Advisory Group through active participation in best practice analysis and development
Timeline
Commercial Team Lead
The Hartwell Corporation
08.2018 - 03.2025
Insurance Agent – Office Manager, Nationwide Insurance
Drossart Insurance Agency
02.2017 - 03.2018
Exclusive Agency Owner, Allstate Insurance Company
Rees Insurance Agency
07.2013 - 07.2015
Sales Producer – Office Manager, State Farm Insurance
Craig Thomas Insurance Agency
04.2009 - 07.2013
High School Diploma - General
Alta High School
Associate of Applied Science - Insurance
The Institutes
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