Jimmy Jones
Insurance Agent
Tallassee
Summary
Dynamic Insurance Agent with a proven track record at The Lowe Agency and The Mitchell Agency, consistently exceeding sales quotas through exceptional client relations and effective policy writing. Skilled in identifying coverage gaps and enhancing client retention, I leverage strong customer service and account management abilities to deliver tailored insurance solutions that meet diverse client needs.
Overview
6
6
years of professional experience
Work History
Insurance Agent
The Mitchell Agency
10.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Insurance Agent
The Lowe Agency
03.2019 - 10.2022
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Education
High School Diploma -
Tallassee High School
Tallassee, United States 05.2001 -
Skills
Customer service
Client relations
Policy renewals
Client retention
Life insurance
Account management
Policy writing
New client acquisition
Professionalism and ethics
Quotes and sales
Awards
While working with Mutual Savings/Kemper won Agent of the Month twice and made Presidents Club. Served on the Tallassee Parks and Rec Board for 7 years. Was President of the Tallassee Youth Football League and Tallassee Babe Ruth League. Served in the US Navy for 5 1/2 years.
Timeline
Insurance Agent
The Mitchell Agency
10.2022 - Current
Insurance Agent
The Lowe Agency
03.2019 - 10.2022
High School Diploma -
Tallassee High School
05.2001 -
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