Joe Tiberi
Ann Arbor,Michigan
Summary
Accomplished Insurance Agent with a proven track record at Farm Bureau Insurance Of Michigan, excelling in customer service and insurance policy sales. Leveraged expertise in marketing strategies and relationship building to significantly enhance client base and retention rates. Demonstrated professionalism and ethics, achieving consistent sales growth and surpassing targets through strategic planning and lead development.
Overview
22
22
years of professional experience
Work History
Insurance Agent
Farm Bureau Insurance Of Michigan
05.2015 - 08.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
- Increased market share by identifying and targeting underserved demographics with tailored insurance products.
Agency Field Development Specialist
State Farm
02.2010 - 05.2014
- Identified training needs and developed content while evaluating existing programs.
- Forged partnerships with local businesses, schools, and community organizations who provide additional resources or support necessary to expand our reach further than ever before.
- Strengthened relationships with donors through prompt communication and personalized stewardship activities.
- Obtained, organized and developed training procedure manuals, guides and course materials.
- Provided exceptional customer service by resolving complex client issues promptly and thoroughly.
- Streamlined internal processes by identifying inefficiencies and recommending actionable solutions.
- Collaborated cross-functionally with other departments such as Marketing or HR when needed.
- Evaluated agency performance using key metrics data, facilitating informed decision-making among leadership teams.
- Conducted comprehensive market research to identify growth opportunities for the agency.
- Analyzed sales trends and provided valuable insights to help agents strategically plan future sales efforts.
- Developed and conducted customized training programs for agents to improve their skills and performance.
- Managed multiple projects simultaneously while maintaining high levels of organization and attention to detail.
- Implemented innovative marketing campaigns that increased brand awareness and generated new business leads.
- Built strong relationships with agents through regular communication, fostering a positive work environment.
- Enhanced agent productivity by implementing streamlined processes and providing ongoing support.
- Monitored agent performance metrics, providing timely feedback and coaching to drive continuous improvement.
Insurance Account Representative
Matt Fahome State Farm Agency
01.2003 - 02.2010
- Contributed to a positive work environment by collaborating effectively with team members and sharing best practices for enhanced service delivery.
- Worked closely with sales teams to generate leads for prospective clients through networking events, referrals from existing customers, or cold calling efforts.
- Achieved client retention goals through proactive account management and timely policy reviews.
- Streamlined policy renewal processes for increased efficiency and improved customer retention rates.
- Participated in ongoing professional development opportunities to stay current on industry trends, regulatory changes, and product offerings.
- Built strong relationships with clients, resulting in a high level of trust and numerous referrals for new business.
- Educated clients about risk mitigation strategies, empowering them to make informed decisions about their insurance coverage.
- Conducted comprehensive risk assessments, providing valuable insights to clients on potential exposures and coverage gaps.
- Improved operational efficiency by implementing streamlined workflows for processing policy transactions and managing account documentation.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Collaborated with underwriters to customize policies and ensure accurate risk assessment.
- Boosted client retention rates by providing exceptional customer service and addressing concerns promptly.
- Leveraged referrals from satisfied clients, capitalizing on word-of-mouth marketing to grow the book of business substantially over time.
- Educated clients on various insurance products, empowering them to make informed decisions that suit their needs.
- Generated new business opportunities by attending industry events and participating in marketing initiatives.
- Generated sales by recommending policies and add-ons.
- Enhanced operational efficiency by implementing time-saving tools for tracking progress toward sales goals and monitoring productivity metrics.
- Exceeded sales targets consistently, utilizing effective closing techniques and persuasive communication skills.
- Maintained a high level of product knowledge, staying current on industry trends and changes in regulations.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Developed sales strategies to increase sales of insurance policies.
Education
Bachelor Of Business Administration - Marketing
Colorado State University - Pueblo
Pueblo, CO12.2001
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Operations Management
- Business Planning
- Marketing Strategies
- Lead Development
- Revenue Generation
- Relationship Building
- Critical Thinking
- Property and Casualty Insurance
- Insurance Policy Sales
Timeline
Insurance Agent
Farm Bureau Insurance Of Michigan
05.2015 - 08.2024
Agency Field Development Specialist
State Farm
02.2010 - 05.2014
Insurance Account Representative
Matt Fahome State Farm Agency
01.2003 - 02.2010
Bachelor Of Business Administration - Marketing
Colorado State University - Pueblo
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