Jim Spurr
Dallas,TX
Summary
Dynamic insurance sales professional with over three years of licensed experience in Texas, holding Property & Casualty and Life & Health Insurance Licenses. Seasoned Sales Manager with more than 20 years of expertise in sales, client relationship management, and business development across diverse industries, including insurance and electrical distribution. Proven track record in managing client accounts, policy administration, and implementing process improvements to enhance operational efficiency. Recognized for a results-driven approach to customer retention and loyalty, leveraging strategic initiatives to reduce churn while fostering strong collaboration and adaptability to meet evolving business needs.
Overview
20
20
years of professional experience
Work History
Personal Lines Retention Agent
VIU by HUB International
08.2025 - Current
- Charged to ensure client retention by offering valuable client service functions including upsell and bundling options
- Achieve monthly performance and sales quotas
- Daily agency interface with inbound calls from existing brokerage clients and VIU Strategic Partners
- Access to 30+ carrier partners for PL solutions
- Offer direct client support such as documentation management and creation, endorsement requests, certificates of insurance
- Provide personal Lines quotations
- Furnish underwriters with additional information as requested
Commercial & Personal Lines Agent
Farmers Insurance, The Lamb Agency
11.2024 - 08.2025
- Targeted small business owners in retail, office, and services industries for commercial liability, property, and casualty sales.
- Boosted life insurance sales by highlighting financial security benefits, doubling 2024 agency life insurance revenue.
- Identified and addressed client needs with tailored policy solutions, enhancing client satisfaction.
- Utilized social media for efficient client acquisition and expanded existing customer base.
- Cross-sold within existing agency accounts, improving agency retention.
- Fostered strong relationships with clients and team members, facilitating knowledge sharing.
- Contributed to a positive, productive work environment.
Financial Consultant
Lonestar Financial Network, a Guardian Life Agency
10.2023 - 10.2024
- Guided clients in achieving financial goals through tailored Life and Health insurance strategies.
- Represented Carriers: Guardian Life, America One, Athene Annuity, AETNA, CIGNA, Senior Life.
- Held Texas Life and Health Insurance License #1117733, ensuring compliance and expertise.
- Managed client accounts and provided insurance support, processing policy adjustments and handling client inquiries.
- Consultative approach to offer customized strategies for clients' insurance benefits.
Benefits Representative
Association Member Benefits Advisors (AMBA)
02.2023 - 10.2023
- Sold health and retirement insurance products to association members, offering tailored benefits with group-discounted rates.
- Represented Carriers: AETNA, CIGNA and Mutual of Omaha
- Products Sold: Short Term Care Home Health Care, Cancer, Heart Attack/Stroke, Final Expense, Medicare Supplement
- Managed client accounts and provided insurance support, processing policy adjustments and handling client inquiries.
- Led onboarding of new clients, offering consultative guidance for review of new benefits
Director of Sales, Electrical Distribution US/CAN
MGL International / Power Probe Group
03.2021 - 04.2022
- Managed sales, business development, and marketing for the KPS brand of electrical instruments in the US and Canada.
- Designed and executed national sales strategies, achieving 24% of sales forecast as of March 31, 2022.
- Negotiated supply agreements with Rexel USA and City Electric Supply.
- Administered sales processes involving client contracts, policy reviews, and endorsements.
- Reported directly to the CEO and led business development and customer prospecting efforts.
National Accounts Manager, US Electrical Distribution
Intermatic, Inc.
04.2017 - 03.2021
- Exceeded sales and business development KPIs with major national accounts including CED, City Electric Supply, Graybar, Rexel USA, and Sonepar USA.
- Negotiated National Sales Agreements, achieving $65.25M in 2019 sales, a 7.1% increase from 2018.
- Managed Electrical Distribution Buying Group agreements and marketing co-op programs including IMARK Group and Affiliated Distributors.
- Developed growth opportunities for energy management solutions and mentored sales team members. Handled high-volume accounts ensuring all service agreements, terms, and conditions were updated, accurate, and properly documented.
Regional Sales Manager – US South
Intermatic, Inc.
01.2008 - 04.2017
- Exceeded annual sales, business development and marketing KPI’s is for Intermatic product lines through wholesale electrical distribution and pool and spa channels
- 11 consecutive years of increased territory sales
- 2016 sales $26.65 million – 102.3% 2016 Plan
- Manage regional special price authorizations for job quotations and distributor stock and flow price files
- Shared monthly regional sales forecasts with sales management and inventory planners
- Prospecting and sales activities directed at the C-level and Executive
- Achieved annual sales quotas with manufacturer sales representative agencies; 40 Sales Reps, 7 electrical, 1 Pool and Spa
- Achieved annual sales quotas for 1pool and spa manufacturer sales representative agency, eight field sales representatives
- Managed 3 Technical Sales Representatives: direct reports
- Sales territory included: AL, AR, AZ, Soca, FL, HI, LA, MS, NM, NV, OK, TX
- Launched Mexico’s sales territory June 2010
- Onboarding trainer and mentor for internal assets: Latin American sales manager 2011
- New Regional and District Sales Managers 2009 through 2017
District Sales Manager – US South
Intermatic, Inc.
07.2005 - 01.2008
- Marketing KPI’s for Intermatic product lines through wholesale electrical distribution and pool and spa channels
- 2007 territory sales growth of 10% over 2006
- 2006 territory sales growth of 12% over 2005
- Sales territory included: TX, OK Exceeded annual sales, business development and, AR, LA, MS & W.TN
- Achieved annual sales quotas with manufacturer sales representative agencies, 3 industrials, 1 pool and spa
Education
MBA Program - Supply Chain Management Concentration
University of Dallas
Dallas, TX01.2009
B.A. - Latin American Studies
University of Texas
Austin, TX05-1991
Skills
- Interpersonal (Expert)
- Communication
- MS Office (Experienced)
- Salesforcecom (Skillful)
- HubSpot (Skillful)
- Spanish (Skillful)
- Sales Operations (Experienced)
- Management (Experienced)
- Forecasting (Expert)
- Contract Negotiation (Experienced)
- Business Development (Expert)
- Team Leadership Expert)
- Mentoring (Experienced)
- Relationship Building (Expert)
- Strategic Planning (Experienced)
- Consultative Sales(Expert)
- Client Retention (Expert)
- Client Service Management (Expert)
- Policy Audits & Endorsements (Experienced)
- Invoicing (Experienced)
- Administrative Support (Experienced)
Languages
Spanish
Professional Working
Timeline
Personal Lines Retention Agent
VIU by HUB International
08.2025 - Current
Commercial & Personal Lines Agent
Farmers Insurance, The Lamb Agency
11.2024 - 08.2025
Financial Consultant
Lonestar Financial Network, a Guardian Life Agency
10.2023 - 10.2024
Benefits Representative
Association Member Benefits Advisors (AMBA)
02.2023 - 10.2023
Director of Sales, Electrical Distribution US/CAN
MGL International / Power Probe Group
03.2021 - 04.2022
National Accounts Manager, US Electrical Distribution
Intermatic, Inc.
04.2017 - 03.2021
Regional Sales Manager – US South
Intermatic, Inc.
01.2008 - 04.2017
District Sales Manager – US South
Intermatic, Inc.
07.2005 - 01.2008
MBA Program - Supply Chain Management Concentration
University of Dallas
B.A. - Latin American Studies
University of Texas
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