Salesforce
Jordan Lair
Insurance Agent
Rogersville,MO
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
14
14
years of professional experience
9
9
years of post-secondary education
2
2
Certifications
Work History
Insurance Producer
Derek Bell State Farm
Branson, MO
11.2023 - Current
- Submitted 40-50 new policies per month, driving consistent new business growth and meeting production targets.
- Developed and implemented personalized insurance plans for new clients, ensuring optimal coverage based on individual risk assessments.
- Built relationships with potential clients through cold calling and referrals, contributing to a 25% increase in new business.
Insurance Agent
Rogersville Insurance Agency
Rogersville, MO
03.2023 - 10.2023
- Managed a portfolio of 50+ current customers while adding $15K in new business premium monthly, ensuring seamless renewals and proactive policy adjustments.
- Assessed client risk profiles and recommended appropriate coverage plans to optimize protection.
- Developed insurance policies and tailored programs to meet the specific needs of new and existing clients.
- Resolved customer inquiries regarding policy changes or coverage issues, providing timely and accurate solutions.
- Monitored account performance, addressing renewals and cancellations to maintain a stable portfolio.
Owner
Lair Insurance Agency
Rogersville, MO
07.2022 - 03.2023
- Developed and maintained a thorough understanding of company products, services, policies, procedures and regulations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Created and implemented marketing and advertising strategies to support revenue goals and promote strategic growth.
Agent/Sales Manager
Mike Hart State Farm
, TX
07.2017 - 07.2022
- Assisted in managing a book of 150+ customers, fostering strong relationships and ensuring timely renewals, policy updates, and customer satisfaction.
- Led and mentored a team of 2 salespeople, guiding them to achieve a collective office goal of $50K in new business per month while personally targeting $20K, and helping them develop client relationships through networking events and seminars.
- Analyzed customer data to identify sales opportunities and trends, optimizing strategies for both personal and team performance.
Store Associate/Delivery Driver
Roots Pressed Juices
, TX
06.2013 - 07.2017
- Delivered an average of 8-12 local orders and shipped 2-3 nationwide each day, ensuring timely service by efficiently loading, securing, and unloading cargo while maintaining high safety standards.
- Maintained a clean and safe shopping environment for customers through regular cleaning and monitoring of store conditions.
- Assisted with inventory management, ensuring accurate counts and proper storage of products.
- Facilitated smooth checkout experiences for customers by quickly scanning items, bagging purchases, and processing payments appropriately.
Store Associate
Price Cutter
, MO
10.2010 - 10.2011
- Supported store management in maintaining visual merchandising standards through regular upkeep of displays and signage.
- Helped maintain optimal stock levels through consistent communication with management about inventory needs and discrepancies leading to fewer out-of-stock situations.
- Handled cash register operations accurately, balancing drawers at the end of each shift.
- Utilized strong multitasking abilities to manage multiple responsibilities simultaneously during busy periods.
- Increased customer satisfaction by providing efficient and friendly service while handling transactions.
Education
Bachelor of Science - Human Resources Management & Marketing
University of North Texas
Denton, TX 01.2017 - 07.2021
Associate of Science - General Education
Richland College
Richardson, TX 08.2013 - 12.2017
Skills
Sales expertise
Insurance product knowledge
Policy analysis
Client needs analysis
Customer service
Relationship Building
CRM Software
Client Relations
Teamwork and Collaboration
Problem-Solving
Policy Knowledge
Adaptability
Certification
Property & Casualty License
Software
Microsoft Office
Outlook
Additional Information
Detail-oriented insurance professional with 7+ years of experience in client management, compliance, and team coordination, seeking to transition into Human Resources. Skilled in conflict resolution, communication, and process optimization, with a passion for fostering positive workplace environments and employee development. Eager to leverage analytical and interpersonal skills to contribute to HR operations and talent management.
Timeline
Insurance Producer
Derek Bell State Farm
11.2023 - Current
Insurance Agent
Rogersville Insurance Agency
03.2023 - 10.2023
Owner
Lair Insurance Agency
07.2022 - 03.2023
Agent/Sales Manager
Mike Hart State Farm
07.2017 - 07.2022
Bachelor of Science - Human Resources Management & Marketing
University of North Texas
01.2017 - 07.2021
Associate of Science - General Education
Richland College
08.2013 - 12.2017
Store Associate/Delivery Driver
Roots Pressed Juices
06.2013 - 07.2017
Store Associate
Price Cutter
10.2010 - 10.2011
Property & Casualty License
Life & Health License
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