Jordan Smith
Licensed Insurance Sales Agent
Bartow,FL
Summary
Self-starting Account Manager with 7 years of experience in sales management industry. Expert in sales and client relations with proven success streamlining processes for improved account growth. Dedicated to detailed, accurate and quality work.
Overview
12
12
years of professional experience
Work History
Account Manager
Piurowski State Farm
Lakeland, FL
02.2022 - Current
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Confer with clients to obtain and provide information when claims are made on a policy
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Contact underwriter and submit forms to obtain binder coverage
- Select company that offers type of coverage requested by client to underwrite policy
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Develop marketing strategies to compete with other individuals or companies who sell insurance
- Calculate premiums and establish payment method
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
- Plan and oversee incorporation of insurance program into bookkeeping system of company
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk
- Install bookkeeping systems and resolve system problems
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
Sales and Marketing Consultant
Join The Grind (JTG)
Santa Monica, CA
03.2020 - Current
- Used consultative sales approach to listen carefully to client needs and recommend desired products and services.
- Designed and carried out market research to detect and attract new customers.
- Nurtured relationships with decision-makers in various business groups to win new business and increase repeat opportunities.
- Planned and implemented advertising campaigns.
Office Representative
Bret Denney State Farm
Lakeland, FL
10.2021 - 02.2022
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Confer with clients to obtain and provide information when claims are made on a policy
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Contact underwriter and submit forms to obtain binder coverage
- Select company that offers type of coverage requested by client to underwrite policy
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Develop marketing strategies to compete with other individuals or companies who sell insurance
- Calculate premiums and establish payment method
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
- Plan and oversee incorporation of insurance program into bookkeeping system of company
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk
- Install bookkeeping systems and resolve system problems
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
Manager
Mattress Firm
Lakeland, FL
06.2020 - 06.2021
- Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers
- Greet customers and ascertain what each customer wants or needs
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires
- Compute sales prices, total purchases, and receive and process cash or credit payment
- Prepare merchandise for purchase or rental
- Answer questions regarding the store and its merchandise.
Merchandising and Service Rep
Mondelēz International
Lakeland, FL
12.2019 - 04.2020
- Plan commercial displays to entice and appeal to customers
- Arrange merchandise, backdrops, or other accessories, as shown in prepared sketches
- Change or rotate window displays, interior display areas, or signage to reflect changes in inventory or promotion
- Place prices or descriptive signs on backdrops, fixtures, merchandise, or floor
- Consult with store managers, buyers, sales associates, housekeeping staff, or engineering staff to determine appropriate placement of displays or products.
Leasing Consultant
LeMans Apartments
Lakeland, FL
03.2019 - 10.2019
- Act as liaison between tenants and on-site managers or owners
- Direct collection of monthly assessments, rental fees, operating expenses, deposits, and insurance information
- Inspect grounds, facilities, and equipment routinely to determine necessity of repairs or maintenance
- Plan, schedule, and coordinate general maintenance, major repairs, and remodeling of residential property
- Operational, administrative, and clerical work
- Marketing and sales.
Regional Recruiting Director
Our Future Fund
Lakeland, FL
09.2018 - 11.2018
- Prepare or maintain employment records related to events, such as hiring, termination, leaves, transfers, or promotions, using human resources management system software
- Interpret and explain human resources policies, procedures, laws, standards, or regulations
- Hire employees and process hiring-related paperwork
- Inform job applicants of details such as duties and responsibilities, compensation, benefits, schedules, working conditions, or promotion opportunities.
Inbound Sales Rep
Charter Communications
Riverview, FL
07.2016 - 09.2018
- Handling high volume sales calls and assisting customers with cable, internet, and phone sales orders
- Educating the customer on pricing and packaging
- Informing customers of any additional cost for install or extra boxes.
Sales Lead/ Supervisor
Purple Cloudz LLC
Bartow, FL
06.2015 - 07.2016
- Greet customers and ascertain what each customer wants or needs
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
Transportation Specialist
Army Reserves
Orlando, FL
08.2008 - 11.2011
- Check vehicles to ensure that mechanical, safety, and emergency equipment is in good working order
- Follow appropriate safety procedures for transporting dangerous goods
- Inspect loads to ensure that cargo is secure
- Maintain logs of working hours or of vehicle service or repair status, following applicable state and federal regulations
- Secure cargo for transport, using ropes, blocks, chain, binders, or covers.
Education
High School Diploma -
Winter Haven Senior High School
Winter Haven, FL06.2008
Skills
- Telesales
- Phone Etiquette
- Insurance Sales
- Management
- Telemarketing
- Florida 4-40 Insurance License
- Influencing and negotiating with customers
- Knowledge of various Microsoft Excel features, functions, and formulas
- Meeting sales goals and quotas Proficient in multiple POS systems as well as telesales platforms
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Licenses
State of Florida 4-40 CSR Insurance Designation
Timeline
Account Manager
Piurowski State Farm
02.2022 - Current
Office Representative
Bret Denney State Farm
10.2021 - 02.2022
Manager
Mattress Firm
06.2020 - 06.2021
Sales and Marketing Consultant
Join The Grind (JTG)
03.2020 - Current
Merchandising and Service Rep
Mondelēz International
12.2019 - 04.2020
Leasing Consultant
LeMans Apartments
03.2019 - 10.2019
Regional Recruiting Director
Our Future Fund
09.2018 - 11.2018
Inbound Sales Rep
Charter Communications
07.2016 - 09.2018
Sales Lead/ Supervisor
Purple Cloudz LLC
06.2015 - 07.2016
Transportation Specialist
Army Reserves
08.2008 - 11.2011
High School Diploma -
Winter Haven Senior High School
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