Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jimica Jones

Wesley Chapel,FL

Summary

  • Life Insurance license is held under- Family First Life

2-15 Florida Health & life ins

  • Realtor License is Held under- Future Home Realty
  • Notary is under - JJ Notary Plus llc

Overview

23
23
years of professional experience

Work History

Broker

Triiple Success
Wesley Chapel, FL
03.2018 - Current
  • Provide clients need all in one stop
  • Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
  • Analyzed customer needs and recommended life insurance policies accordingly.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Provided death benefits by delivering policy proceeds and reassessing client needs.
  • Home visits
  • Underwriting, keeping up with my clients
  • License in several states

Senior Insurance Agent

USAA Insurance
Tampa, FL
11.2012 - 10.2021
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Aided senior leadership during executive decision - Helpline for agents the need help when there a call. Team meeting and coaching agents

Business Analyst

Bank of America
TAMPA, FL
01.2012 - 11.2014
  • Analyzed businesses to determine financial impact of potential investments to support risk assessment.
  • Identified key growth and contribution opportunities for business.
  • Reviewed company software and business programs to determine value and assess viability in live environment.
  • Referrals to different department to help customer business grow.

Advertising Account Executive

ATT&T
Atlanta, GA
01.2007 - 12.2011
  • Helped customers design and layout spec ads.
  • Presented engaging media packages and advertising options to prospects.
  • Upsold advertising packages and options to customers by making outbound sales calls.
  • Sold print, online, niche publication, newspaper inserts, direct mail and related printed products.
  • Standardized relationship-building expectations by training [Number] employees in business lead generation.

Loan Officer Assistant

SBA
Niagara Falls, NY
01.2002 - 02.2004
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Reviewed Business customer accounts to assess payment compliance and adherence to loan terms. Making sure they qualify for a business disaster loan.

Education

Bachelor of Science - Marketing

American Public University
Charles Town, WV
05.2017

Associate of Science - Criminal Justice

ECC Buffalo City
Buffalo Ny
05.1985

February 2015

License Realtor Sales Agent
Florida

Skills

  • Email marketing
  • Customer follow-up
  • Cross-selling and upselling
  • Insurance sales strategy
  • Client account management
  • Client retention
  • Relationship building
  • Team management
  • Computer skills
  • Experienced buyers' agent
  • New home salesmanship
  • Exceeds sales goals
  • First time buyer specialist
  • Homeowners insurance knowledge
  • Excellent communicator
  • Honest and ethical
  • CRM software use

Timeline

Broker

Triiple Success
03.2018 - Current

Senior Insurance Agent

USAA Insurance
11.2012 - 10.2021

Business Analyst

Bank of America
01.2012 - 11.2014

Advertising Account Executive

ATT&T
01.2007 - 12.2011

Loan Officer Assistant

SBA
01.2002 - 02.2004

Bachelor of Science - Marketing

American Public University

Associate of Science - Criminal Justice

ECC Buffalo City

February 2015

License Realtor Sales Agent
Jimica Jones