Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Quote
Timeline
Awards
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Jeremiah Mizzelle

Jeremiah Mizzelle

Chesapeake,VA

Summary

Accomplished and Results-Driven Insurance Sales Professional with extensive experience in remote and in-person sales strategies, client acquisition, and operational efficiency within the insurance industry. Proven success in consistently exceeding performance targets, achieving high levels of customer satisfaction, and maintaining strong client retention. Recognized for achieving record-breaking sales and delivering exceptional service that fosters long-term client relationships. Expert in leveraging data-driven sales tactics, crafting personalized insurance solutions, and enhancing customer satisfaction through tailored recommendations. Insurance professional equipped to drive client success and foster long-term relationships. Skilled in policy analysis, risk assessment, and customer service. Strong focus on team collaboration and adaptability to meet evolving client needs. Known for effective communication and achieving sales targets through strategic planning and client engagement. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

14
14
years of professional experience
1
1
Certificate

Work History

Insurance Sales Advisor

Homesite Insurance Group
05.2022 - Current
  • Showcasing rapid improvements in operational efficiency.
  • Achieved an impressive customer satisfaction rating, elevating customer loyalty.
  • Designed and delivered personalized insurance solutions, contributing to a 4.9 out of 5 customer satisfaction rating and a 95% first contact resolution rate for client inquiries.
  • Established and implemented remote sales strategies, leading to a measurable increase in client acquisition and policy sales.
  • Crafted tailored insurance quotes and proposals with an exceptional turnaround time, addressing client-specific needs and improving conversion rates.
  • Maintained detailed digital records of all interactions to ensure seamless follow-ups and ongoing support throughout the policy lifecycle.
  • Restructured payment processing systems, achieving a 100% compliance rate and error-free transactions.
  • Develop top performers creating an presentation title "Not another Salesman We Are Trusted Professional Advisor": The core principle driving this transformation is the recognition that customers are not merely leads to be converted, but human beings deserving of respect, understanding, and genuine care. When sales agents embrace this mindset shift, they position themselves as valuable resources rather than interchangeable service providers. First presented my team in 2023 which results of 32% of revenue growth in 90 days. 2024 highest revenue turn around for new hires who suppress other senior top performers less than 60 days after training.
  • Developed tailored insurance solutions by assessing client needs and recommending appropriate coverage options.
  • Built and maintained strong client relationships through regular communication and follow-ups on policy changes.
  • Streamlined the policy renewal process, improving efficiency and enhancing customer satisfaction ratings significantly.
  • Collaborated with underwriting teams to ensure accurate risk assessment and optimal pricing for diverse clients.
  • Conducted comprehensive market analysis to identify trends and enhance product offerings for competitive advantage.
  • Exceeded sales targets consistently by employing effective sales strategies and leveraging industry knowledge to close deals.
  • Assisted peers with complex cases or difficult customers, sharing expertise and contributing to a collaborative work environment.
  • Handled high volume of inbound calls from prospective customers during peak periods while maintaining excellent attention to detail and professional rapport.
  • Increased client satisfaction by providing personalized insurance recommendations based on their unique needs and financial goals.
  • Followed up promptly with interested clients to close sales.
  • Educated clients on insurance policies and procedures.
  • Conducted research and identified market trends to develop better strategies for sales.
  • Collaborated with cross-functional teams to enhance product offerings and customer engagement strategies.
  • Built rapport with customers and assessed needs to make product recommendations and upsell.
  • Provided first-rate service to all customers and potential customers.
  • Managed sales pipeline effectively, prioritizing tasks to maximize revenue potential.
  • Increased sales revenue by developing and implementing strategic sales plans.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Recorded accurate and efficient records in customer database.
  • Maintained current knowledge of evolving changes in marketplace.
  • Built diverse and consistent sales portfolio.

Licensed Insurance Sales Agent

AAA Tidewater
06.2021 - 05.2022
    • Exceeded monthly sales benchmarks, averaging 225 auto and home policies, & maintained an impressive retention rate of 89%, positioning the branch as a leader in the region.
    • Proactively sought referral opportunities from satisfied customers which led to an increase in new business acquisition.
    • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
    • Building rapport with potential clients through engaging presentations highlighting the advantages of our insurance products.
    • Assisted colleagues during peak business hours ensuring efficient workflow within the office.
    • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
    • Researched and identified potential new markets.
    • Recognized with the Rookie Sales Agent of the Year award for exceptional early-career performance and strategic contributions to team success.
    • Developed a robust client acquisition strategy, leveraging networking, referrals, and cold calling to build a high-performing lead pipeline.
    • Delivered personalized insurance solutions through in-depth client assessments, achieving a cross-selling ratio of 1.8 policies per customer by identifying client needs.
    • Developed customized insurance plans to meet diverse client needs and maximize coverage options.
    • Educated clients on policy features, benefits, and claims processes to ensure informed decision-making.
    • Conducted market analysis to identify trends, enhancing product offerings and competitive positioning.
    • Upsold additional products and services after identifying customer needs and requirements.
    • Developed customized insurance solutions to meet diverse client needs.
    • Conducted thorough policy reviews to ensure compliance with industry regulations.
    • Led initiatives to enhance operational efficiency, resulting in improved workflow processes.
    • Analyzed market trends to identify growth opportunities for product offerings.
    • Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
    • Finalized sales and collected necessary deposits.
    • Analyzed risk factors to recommend appropriate coverage levels.
    • Developed and implemented promotional strategies to increase customer base.

Inside Sales Representative

Liberty Mutual
05.2020 - 06.2021
  • Drove client acquisition efforts by designing and executing targeted outreach strategies, such as cold calling, prospecting, and networking, increasing new customer onboarding.
  • Assessed individual client needs through thorough consultations, crafting personalized insurance packages that resulted in a boost in policy retention.
  • Optimized the claims process by assisting clients in navigating policy requirements.
  • Leveraged data insights to track and analyze sales activities, refining sales tactics based on performance metrics.
  • Advanced professional knowledge through continuous education in insurance regulations and products.
  • Kept pace with industry developments by attending seminars and training, which enhanced product expertise and led to the adoption of innovative sales techniques.
  • Educated clients on coverage options, enhancing their understanding and satisfaction.
  • Collaborated with underwriting teams to streamline policy approval processes.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Calculated premiums and established payment methods for sales.
  • Analyzed risk factors to provide accurate policy recommendations, ensuring compliance with industry regulations.
  • Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
  • Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.
  • Generated quotes and proposals for clients to match individual needs.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Conversion Rate for Single Policies 47% and Bundle Policies 54% with Average Talk Time 11.3 minutes on one time closed calls taking average calls per day 120

Property and Casualty Insurance Agent

GEICO
05.2015 - 05.2020
    • Achieved top-five sales performance for three consecutive years, recognized for outstanding contributions to the Property Insurance division.
    • Developed and implemented innovative marketing strategies, leveraging local partnerships and targeted advertising campaigns, significantly increasing new client acquisition.
    • Delivered tailored insurance solutions that improved coverage adequacy and contributed to a rise in client satisfaction, earning recognition for superior service.
    • Boosted client retention by conducting regular policy reviews, identifying savings opportunities, and keeping clients informed on policy changes and emerging market trends.
    • Achieved a record of 107 policies sold in a single workday (7.5 hours), ensuring seamless transactions without compromising accuracy or the client experience.
    • Streamlined customer service workflows by collaborating with underwriting and claims departments, reducing processing times and enhancing overall customer satisfaction.
    • Improved sales forecasting accuracy through data analysis, ensuring client records were up-to-date and utilized effectively for strategic decision-making.
    • Conducted market research to identify emerging trends and competitive positioning, leading to an increase in GEICO's regional market share.
    • Showcased strong organizational skills in managing multiple priorities, maintaining accurate records and adhering to industry regulations.
    • Maintained high levels of productivity by consistently meeting or exceeding established sales quotas and performance metrics.
    • Conducted regular follow-up communication with clients to ensure their satisfaction while identifying additional sales opportunities.
    • Maximized sales opportunities by cross-selling and upselling various insurance products and services.
    • Cross-sold insurance products to existing clients to reach sales targets.
    • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
    • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
    • Evaluated competitors' products and services to gain competitive advantage.

Coffee Processing Coordinator

Keurig Green Mountain
11.2011 - 05.2015
    • Played a key role in launching a multi-million-dollar coffee manufacturing facility, reducing ramp-up time by streamlining processes, and training new teams.
    • Led night-shift operations with no managerial oversight, leveraging military discipline to foster teamwork, resolve challenges, and maintain high morale.
    • Reduced production downtime by developing nightly operational plans, including backup procedures, enabling the team to surpass performance metrics across all shifts.
    • Enhanced production data accuracy by troubleshooting and maintaining SCADA and Sympatech systems, minimizing errors and ensuring consistent product quality.
    • Established safety-first protocols and optimized workflows for equipment operation and inventory management, contributing to a 20% increase in production output.
    • Cultivated a culture of continuous improvement, mentoring colleagues and helping a fellow Marine veteran secure a promotion to a leadership role.
    • Managed inventory levels, ensuring timely replenishment and minimizing stock discrepancies.
    • Coordinated daily operations to streamline processing workflows and improve efficiency.
    • Implemented process improvements that enhanced accuracy in order fulfillment and reduced errors.
    • Trained new team members on standard operating procedures and best practices for processing tasks.
    • Assisted clients with inquiries, resolving issues promptly and maintaining customer satisfaction.
    • Streamlined communication channels between departments to facilitate information sharing and reduce bottlenecks.
    • Managed high-volume data entry tasks, resulting in accurate and timely updates to company records.
    • Actively participated in cross-training opportunities to develop a well-rounded understanding of company operations and better support various departments.
    • Developed comprehensive reports for management, highlighting key performance metrics and areas for improvement.
    • Reduced processing errors by implementing stringent quality control measures and providing staff training.
    • Enhanced processing efficiency by streamlining workflows and implementing new software tools.
    • Boosted department morale by cultivating a positive work environment that fostered collaboration among team members.

Education

Bachelor of Science - Administration & Data

Liberty University
Lynchburg, VA
06-2027

High School Diploma -

Commonwealth Challenge Military Academy
Virginia Beach, VA
01.2011

Skills

  • Remote Sales Strategy Development
  • High-Volume Sales Conversion
  • Revenue Growth Management
  • Operational Efficiency Enhancement
  • Client Acquisition and Retention
  • Data-Driven Sales Optimization
  • Custom Insurance Solutions Design
  • Compliance & Transaction Accuracy
  • Networking and Referral Development
  • High-Performance Sales Achievement
  • Cross-Functional Team Collaboration
  • Market Analysis and Trend Identification
  • Customer Satisfaction Excellence
  • Insurance Product Expertise
  • Innovative Process Improvement
  • Claims Process Streamlining
  • Targeted Outreach and Prospecting
  • Sales Performance Analysis
  • Goal oriented
  • Product knowledge
  • Team training and development
  • Policy analysis
  • Customer needs assessment
  • Cold calling
  • Rapport building
  • Sales quota achievement
  • Prospect management
  • Problem-solving
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Excellent communication
  • Reliability
  • Multitasking Abilities
  • Organizational skills
  • Team leadership
  • Active listening
  • Adaptability and flexibility
  • Decision-making
  • Client needs analysis
  • Interpersonal skills
  • Self motivation
  • Analytical thinking
  • Continuous improvement
  • Critical thinking
  • Customer engagement
  • Professionalism

Accomplishments

  • Recognized as a Top Performer in the R7 Profit Sharing Program at GEICO, reflecting exceptional performance and contribution to company profitability.
  • Sold insurance products (homeowners, renters, jewelry, and ID fraud protection) to 3,593 customers in one year, showcasing sales capabilities and customer engagement skills.
  • Maintained an average of 12 sales per day, exceeding sales and performance targets, demonstrating high productivity and effectiveness.
  • Develop top performers creating an presentation title "Not another Salesman We Are Trusted Professional Advisor": The core principle driving this transformation is the recognition that customers are not merely leads to be converted, but human beings deserving of respect, understanding, and genuine care. When sales agents embrace this mindset shift, they position themselves as valuable resources rather than interchangeable service providers. First presented my team in 2023 which results of 32% of revenue growth in 90 days. 2024 highest revenue turn around for new hires who were given proper tools for performance.
  • Increased referral business by 27% in 2020 through cold calling, referral incentives, and active participation in networking events, enhancing the client base and sales pipeline.
  • Ranked among the top 3 sales agents out of 200 employees in 2016,2017,2019, underscoring a top-tier performance in a competitive environment.

Certification

  • Sales Strategies and Approaches in a New World of Selling
  • The Top 10 Most Popular Courses among Sales Professionals
  • How to Sell on Value, Not Price
  • Sales Strategy: How to Effectively Sell Your Product or Service
  • Salesforce Sales Representative Cert Prep
  • Six Sigma White Belt

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Try not to become a man of success. Rather become a man of value.
Albert Einstein

Work Type

Full Time

Work Location

On-SiteRemote

Important To Me

Career advancementPersonal development programsCompany Culture

Timeline

Insurance Sales Advisor

Homesite Insurance Group
05.2022 - Current

Licensed Insurance Sales Agent

AAA Tidewater
06.2021 - 05.2022

Inside Sales Representative

Liberty Mutual
05.2020 - 06.2021

Property and Casualty Insurance Agent

GEICO
05.2015 - 05.2020

Coffee Processing Coordinator

Keurig Green Mountain
11.2011 - 05.2015

Bachelor of Science - Administration & Data

Liberty University

High School Diploma -

Commonwealth Challenge Military Academy

Awards

Homesite Sales Leadership Award (2024)

Homesite Top 5 Sales (2023-2024) 

AAA Tidewater Rookie Agent of The Year (2021) 

Liberty Mutual Top Sales Agent of the Month (2020) July, Aug, Oct, Nov, Dec (2021) Jan, Feb, Mar, May

GEICO Top 5 Sales Agents (2016-2019) 

GEICO Gold Chairman’s (2016-2019)

Silver Certificate for Career Readiness (2012)