John O'Brien
Automobile Sales and Management
Kenmore,WA
Summary
Insurance and finance professional with extensive experience in sales and relationship management. Skilled in driving growth through referral-based networking and delivering effective insurance solutions. Proven expertise in documentation and compliance, strong work ethic , cross-selling and inter-personal skills, enhancing customer satisfaction.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Sun Insurance Agency
Shoreline, WA
10.2024 - 07.2025
- Efficiently processed new insurance applications and renewals.
- Resolved client inquiries and policy-related issues promptly.
- Reviewed policy documents for compliance accuracy.
- Conducted assessments to determine suitable coverage for clients.
- Utilized CRM to maintain regular follow-ups with clients to ensure satisfaction and address concerns.
- Responded to customer inquiries via phone and email with professionalism.
- Accurately processed policy changes, renewals, cancellations, claims, and related paperwork.
- Identified cross-selling opportunities for additional policies or services to existing and new clients.
- Provided appropriate quotes based on risk information.
- Achieved repeat business and referrals through personalized services.
Employment Gap
Unemployment
Kenmore, Washington
11.2023 - 10.2024
- Studied extensively for the insurance exam to obtain my Property and Casualty license.
- Successfully underwent two hip replacement surgeries, followed by recovery period.
- Renovated home to prepare for sale, enhancing marketability.
- Assisted my kids with geographical relocations to support career advancements.
Special Finance Manager
Campbell Nissan and Volkswagen
Edmonds, Washington
02.2012 - 11.2023
- Supported sales team in coordinating paperwork and closing sales.
- Checked credit applications for accuracy and completeness.
- Assessed pay stubs, account statements and other financial documents.
- Qualified applications for financing, closed sales and cross-sold insurance products while complying with state laws.
- Managed financing options for diverse customer needs at the dealership.
- Oversaw the preparation of finance documents for vehicle purchases and leases.
- Ensured compliance with all regulations related to automotive financing transactions.
- Collaborated with management to streamline financing procedures for efficiency.
- Assisted customers in understanding finance terms and conditions clearly.
- Reviewed and analyzed credit applications, working closely with lenders to secure necessary approvals.
- Managed the complete sales cycle from the lead generation to the contract funding.
- Ensured ongoing compliance with all applicable federal, state, and lender regulations.
- Established and managed a fleet account of 87 commercial vehicles and trucks.
- Consistently surpassed sales volume and profit goals.
- Conducted thorough audits, and maintained accurate records to facilitate smooth funding and licensing processes.
- Utilized CRM software (eleads,cdk, etc.) to organize leads and maintain client relationships.
- Collaborated with sales teams to create tailored financing solutions for clients.
Licensed Insurance Agent
Kallberg Insurance
Edmonds, WA
2002 - 2005
- Sold auto and home insurance policies to a diverse range of clients.
- Developed and maintained client relationships, ensuring successful policy renewals.
- Assisted clients in selecting appropriate insurance coverage options.
- Processed insurance applications and managed policy renewals efficiently.
- Educated clients on policy terms, conditions, and benefits clearly.
- Acquired foundational experience in underwriting practices and claims support.
Education
Some College (No Degree) - General Studies
Shoreline Community College
Seattle, WASome College (No Degree) - Business
Washington State University
Pullman, WASome College (No Degree) - Business & Economics
Seattle University
Seattle, WASkills
- Insurance quoting and sales
- Policy processing and renewals
- Compliance and documentation
- Sales and negotiation
- Inter-personal skills
- Customer relationship management
- CRM software proficiency
- Needs assessment and analysis
- Upselling
- Profit maximization
- Time management and organization
- Effective communication
- Attention to detail
- Lender relationship management
- Customer satisfaction strategies
- Cross-selling strategies in insurance
- Financing expertise
Certification
Property and Casualty Insurance License
Timeline
Licensed Insurance Agent
Sun Insurance Agency
10.2024 - 07.2025
Employment Gap
Unemployment
11.2023 - 10.2024
Special Finance Manager
Campbell Nissan and Volkswagen
02.2012 - 11.2023
Licensed Insurance Agent
Kallberg Insurance
2002 - 2005
Some College (No Degree) - General Studies
Shoreline Community College
Some College (No Degree) - Business
Washington State University
Some College (No Degree) - Business & Economics
Seattle University