Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Jerry Lollar

Greenwood,IN

Summary

Dynamic insurance professional with extensive experience at All Day Insurance, excelling in risk assessment and customer service. Proven track record in closing sales and optimizing policy coverage, ensuring client satisfaction. Skilled in claims processing and premium calculation, with a strong ability to communicate effectively and resolve issues promptly.

Overview

14
14
years of professional experience

Work History

Insurance Consultant

All Day Insurance
Greenwood, IN
04.2024 - Current
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Insurance Specialist

American Family Insurance
Greenwwod, IN
03.2022 - 04.2024
  • Provided guidance to customers regarding available insurance plans and their benefits and limitations.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Evaluated customer applications and determined eligibility for coverage based on established criteria.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Responded to customer inquiries and problems to promote great service.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

Energy Specialist

Franklin Energy
Indianapolis, IN
07.2011 - 03.2022
  • Reviewed utility bills for accuracy and identified errors or discrepancies in billing information.
  • Inspected HVAC and other internal energy systems to assess efficiency or potential energy savings.
  • Collected data for energy conservation analyses, using jobsite observation, field inspections or sub-metering.
  • Attended program events at various locations across territory to promote energy efficient measures.
  • Participated in training and other industry events.
  • Reviewed utility bills for facilities to identify trends in energy usage and determine methods to reduce expenditures.
  • Interacted with utility customers to answer questions about new equipment and provide information on incentive programs.

Education

High School Diploma -

Edinburgh High School
Edinburgh, IN
05-1987

Some College (No Degree) - Elementary Education

Ivy Tech Community College of Indiana
Indianapolis, IN

Skills

  • Insurance underwriting and policy writing
  • Claims processing and premium calculation
  • Risk assessment and industry expertise
  • Customer service and follow-up
  • Effective communication and problem-solving
  • Time management and attention to detail
  • Client prospecting and cold calling
  • Data entry and documentation

Affiliations

  • Enjoy going on family vacations to National Parks throughout the United States.
  • Enjoy attending sporting events as well as staying active in sports.
  • Enjoy touring historical sites both locally and throughout the United States.

Timeline

Insurance Consultant

All Day Insurance
04.2024 - Current

Insurance Specialist

American Family Insurance
03.2022 - 04.2024

Energy Specialist

Franklin Energy
07.2011 - 03.2022

High School Diploma -

Edinburgh High School

Some College (No Degree) - Elementary Education

Ivy Tech Community College of Indiana

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Jerry Lollar