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, WV05.2017
Associate of Science - Criminal Justice
ECC Buffalo City
Buffalo Ny05.1985
February 2015
License Realtor Sales Agent
FloridaSkills
- 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