Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Jodilynn McBroom

Corporate Administration/Trainer/Team Lead
Phoenix,Az

Summary

With over 23 years of experience in the insurance industry, I have developed a diverse set of skills and competencies that enable me to provide excellent customer service, underwriting, sales, and marketing solutions. As a licensed agent at Commonwealth Casualty, I applied my underwriting expertise and cross-selling abilities to deliver high-quality and personalized insurance products to clients. As a sales manager at Allstate, I led and coached a team of agents to achieve and exceed sales goals, while collaborating with other departments and stakeholders to ensure operational efficiency and customer satisfaction. As an insurance advisor and agency sales management assistant at American Family Insurance, I built and maintained strong relationships with customers and partners, offering them tailored and comprehensive insurance advice and services. I am passionate about learning and improving my skills, and I have obtained multiple certifications and designations in insurance, financial planning, and leadership. I am looking for a new opportunity to leverage my skills and experience in a dynamic and innovative organization that values customer-centricity, collaboration, and continuous improvement.

Overview

29
years of professional experience
3
years of post-secondary education

Work History

Commonwealth Casualty Company
Phoenix, AZ

Licensed Agent/Insurance Underwriter
04.2023 - 01.2024

Job overview

Professional Summary:
Experienced and detail-oriented Licensed Agent/Insurance Underwriter with a strong background in insurance sales and underwriting. Proven track record of effectively assessing risks, analyzing insurance applications, and determining appropriate coverage options for clients. Skilled in building rapport with customers, providing exceptional service, and driving revenue growth. Committed to ensuring compliance with insurance regulations and company policies.

  • Skilled at working independently and collaboratively in a team environment.
  • Engaged with clients to understand their insurance needs, provided expert advice, and recommended suitable coverage options.
  • Utilized underwriting guidelines and risk assessment tools to evaluate insurance applications and determine appropriate coverage levels.
  • Collaborated with insurance carriers to negotiate terms and conditions, ensuring competitive pricing and comprehensive coverage for clients.
  • Maintained accurate records of client interactions, policies, and underwriting decisions using company systems and databases.
  • Educated clients on policy features, terms, and conditions, ensuring understanding and satisfaction with their insurance coverage.
  • Actively participated in sales and marketing initiatives to generate leads, expand the client base, and achieve sales targets.
  • Stayed abreast of industry trends, regulatory changes, and underwriting guidelines to ensure compliance and adaptability in a dynamic market.

Allstate Insurance Co
Tucson, AZ

Agency Sales Manager
11.2019 - 09.2021

Job overview

Professional Summary:
Results-oriented Agency Sales Manager with a proven track record of driving revenue growth and leading high-performing teams in the insurance industry. Experienced in recruiting, training, and motivating sales professionals to achieve and exceed targets. Skilled in implementing strategic initiatives to maximize agency productivity and profitability. Committed to delivering exceptional customer service and fostering strong client relationships.

  • Led a team of insurance agents to achieve sales targets and revenue goals, consistently exceeding performance metrics.
  • Developed and implemented strategic sales plans to expand market presence and increase agency profitability.
  • Recruited, trained, and coached sales representatives to enhance their skills and drive results.
  • Conducted performance evaluations and provided constructive feedback to support professional development and goal attainment.
  • Collaborated with agency owners to identify growth opportunities and implement effective sales strategies.
  • Cultivated and maintained strong relationships with clients, ensuring their insurance needs were met with personalized solutions.
  • Monitored market trends and competitor activities to identify areas for improvement and innovation.

Allstate Insurance Co

Agency Sales Manager
11.2018 - 04.2019

Job overview

Professional Summary:
Results-oriented Agency Sales Manager with a proven track record of driving revenue growth and leading high-performing teams in the insurance industry. Experienced in recruiting, training, and motivating sales professionals to achieve and exceed targets. Skilled in implementing strategic initiatives to maximize agency productivity and profitability. Committed to delivering exceptional customer service and fostering strong client relationships.

  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
  • Cross-sold insurance products to existing clients to reach sales targets.

Comairco Equipment Ltd

Field Service Coordinator
01.2015 - 09.2016

Job overview

Professional Summary:
Dynamic and organized Field Service Coordinator with a proven track record in coordinating field operations and ensuring efficient service delivery. Experienced in managing service schedules, dispatching technicians, and overseeing on-site installations and repairs. Skilled in customer communication, problem-solving, and maintaining strong client relationships. Dedicated to optimizing field service processes and exceeding customer expectations.

  • Scheduled service and repair calls for Northern Saskatchewan Province, Canada
  • Coordinated all Pre-Sale and Post-Sale services/repairs with the Sales Team and Customer
  • Presented cost proposals to customer for Service or Repair upon request.
  • Communicated with clients and service providers to provide updates on work progress.
  • Monitored work performance and quality to maintain standards.

American Family Insurance
Phoenix, AZ

ASMA - Assistant to District Manager D413
01.2011 - 09.2012

Job overview

Professional Summary:
Results-oriented Agency Sales Manager with a proven track record of driving revenue growth and leading high-performing teams in the insurance industry. Experienced in recruiting, training, and motivating sales professionals to achieve and exceed targets. Skilled in implementing strategic initiatives to maximize agency productivity and profitability. Committed to delivering exceptional customer service and fostering strong client relationships.

  • Increased efficiency by implementing new processes and providing administrative support to management.
  • Led a team of insurance agents to achieve sales targets and revenue goals, consistently exceeding performance metrics.
  • Developed and implemented strategic sales plans to expand market presence and increase agency profitability.
  • Recruited, trained, and coached sales representatives to enhance their skills and drive results.
    Conducted performance evaluations and provided constructive feedback to support professional development and goal attainment.
  • Collaborated with agency owners to identify growth opportunities and implement effective sales strategies.
  • Cultivated and maintained strong relationships with clients, ensuring their insurance needs were met with personalized solutions.
  • Monitored market trends and competitor activities to identify areas for improvement and innovation.

Allstate Insurance

Agency Owner
06.2005 - 12.2008

Job overview

  • Professional Summary:
    Dedicated and entrepreneurial agency owner with a proven track record of success in the insurance industry. Self-employed under the Allstate brand, adept at building and managing a high-performing team while delivering exceptional customer service. Skilled in generating leads, fostering client relationships, and ensuring compliance with industry regulations.
  • Founded and operated an independent Allstate agency, overseeing all aspects of business operations.
  • Developed and implemented strategic plans to drive agency growth and profitability.
  • Recruited, trained, and managed a team of insurance professionals to deliver outstanding service and achieve sales targets.
  • Cultivated strong relationships with clients, providing personalized insurance solutions tailored to their needs.
  • Maintained compliance with Allstate policies and procedures, as well as industry regulations.
  • Leveraged marketing and networking strategies to generate leads and expand the agency's client base.
    Regularly reviewed performance metrics and financial reports to assess agency performance and make data-driven decisions.

Bethel Public Schools
Spanaway, WA

Paraprofessional – Certified Small Group Instructor
09.2000 - 02.2002

Job overview

Professional Summary:
Compassionate and dedicated Paraprofessional – Certified Small Group Instructor with a strong commitment to supporting students' academic and social-emotional growth. Skilled in delivering personalized instruction to small groups, implementing educational plans, and collaborating with teachers to create a positive learning environment. Experienced in providing individualized support to students with diverse learning needs.

  • Worked one on one with Special Needs Students to reinforce concepts taught in the classroom, ensuring that the child got the help and attention they needed
  • Worked with students in the Resource Room providing students with additional help to keep up with skills learned during class
  • Assisted teachers in enforcing classroom rules and follow through with disciplinary actions, allowing teachers to continue teaching the rest of the classroom with less interruption.

ARIZONA ASSOCIATION OF INDUSTRIES - NOW ARIZONA MA
Phoenix, AZ

EXECUTIVE AFFAIRS DIRECTOR
06.1995 - 10.1997

Job overview

Professional Summary:
Strategic and results-oriented Executive Affairs Director with a proven track record of leadership in government affairs, advocacy, and organizational management. Experienced in representing industry interests, building relationships with stakeholders, and shaping public policy initiatives. Skilled in leading cross-functional teams, driving consensus, and achieving organizational goals. Committed to advancing the interests of the business community and fostering economic growth.

  • Oversee communication between the public sector organization and the public.
  • Develop and implement strategies to maintain and enhance the organization's reputation.
  • Monitor and respond to public feedback and concerns.
  • Manage media relations and develop press releases. Manage events such as Show Case at the Capital, Environmental Summits, Annual Association
  • Dinner.Oversee communication between the public sector organization and the public.
  • Develop and implement strategies to maintain and enhance the organization's reputation.

Education

InsurePass/IntelliPass
, Federal Way, WA

All Line Insurance Certification from Insurance
03.2001

University Overview

Completed specialized training program focused on finance and insurance industry best practices.

  • Developed expertise in managing insurance applications, underwriting processes, and policy issuance.
  • Gained comprehensive knowledge of insurance regulations, risk assessment, and coverage options across various lines of insurance.

Skills:

  • Underwriting
  • Policy Issuance
  • Customer Service
  • Insurance Regulations
  • Risk Assessment
  • Communication Skills

National Agent Education Center
, Chicago Heights, IL

Agency Management/Ownership from Insurance
06.2005

University Overview

Curriculum: The agency management course covers topics relevant to managing an insurance agency effectively. Included business management principles, leadership skills, sales and marketing strategies, customer service techniques, agency operations, and regulatory compliance.

Practical Application: Agency management course emphasized practical skills and techniques that can be applied directly in the workplace. Learned how to develop business plans, analyze agency performance metrics, implement effective marketing strategies, and improve operational efficiency.

Professional Development: Agency management course contributed to professional development and career advancement opportunities within the insurance industry. It demonstrated a commitment to ongoing learning and skill development, which enhances credibility and competitiveness in the job market.

Rio Salado Community College
, Phoenix, AZ

AINS from Insurance Customer Service
06.2019 - 10.2019

University Overview

Comprehensive Curriculum: The AINS course covers fundamental principles and practices of general insurance, including property and casualty insurance, underwriting, claims handling, risk management, insurance contracts, and regulatory compliance.

Overall, the AINS course offered through Rio Salado Community College provides a comprehensive education in general insurance principles and prepares students for a successful career in the insurance industry. It equips students with the knowledge, skills, and credentials needed to excel in various roles within the insurance and risk management field.

American College
, DuPont, WA

Certification from CFP
01.2002 - 08.2002

University Overview

Comprehensive Curriculum: The CFP course curriculum covers all aspects of financial planning, including investment planning, retirement planning, tax planning, estate planning, insurance planning, and risk management. It provides a comprehensive understanding of financial planning principles, strategies, and techniques.

Institute of Knowledge
, Phoenix, AZ

Leadership Foundations Designation from Leadership in Management
11.2023 - 01.2024

University Overview

The Leadership Foundations Designation typically represents a credential or certification obtained through a program focused on developing fundamental leadership skills and knowledge. This designation is often earned by individuals who have completed a structured leadership training program offered by various educational institutions, professional organizations, or corporate training entities.

Here's a breakdown of what the designation might entail:

Puget Sound Educational School District Education
, Spanaway, WA

Certification from Small Group Instruction
01.2001 - 11.2002

Skills

  • Task Delegation
  • Clerical Support
  • Business Development
  • Closing Techniques
  • Revenue Generation
  • New Business Development
  • Sales Planning
  • Verbal and Written Communication
  • Coaching and Mentoring

Timeline

Institute of Knowledge

Leadership Foundations Designation from Leadership in Management
11.2023 - 01.2024

Licensed Agent/Insurance Underwriter

Commonwealth Casualty Company
04.2023 - 01.2024

Agency Sales Manager

Allstate Insurance Co
11.2019 - 09.2021

Rio Salado Community College

AINS from Insurance Customer Service
06.2019 - 10.2019

Agency Sales Manager

Allstate Insurance Co
11.2018 - 04.2019

Field Service Coordinator

Comairco Equipment Ltd
01.2015 - 09.2016

ASMA - Assistant to District Manager D413

American Family Insurance
01.2011 - 09.2012

Agency Owner

Allstate Insurance
06.2005 - 12.2008

American College

Certification from CFP
01.2002 - 08.2002

Puget Sound Educational School District Education

Certification from Small Group Instruction
01.2001 - 11.2002

Paraprofessional – Certified Small Group Instructor

Bethel Public Schools
09.2000 - 02.2002

EXECUTIVE AFFAIRS DIRECTOR

ARIZONA ASSOCIATION OF INDUSTRIES - NOW ARIZONA MA
06.1995 - 10.1997

InsurePass/IntelliPass

All Line Insurance Certification from Insurance

National Agent Education Center

Agency Management/Ownership from Insurance
Jodilynn McBroomCorporate Administration/Trainer/Team Lead