Josef Therrien
Freedom,PA
Summary
Dynamic professional with experience in client service and insurance sales, adept at guiding clients through financial and insurance decisions. Skilled in generating leads, conducting virtual appointments, educating clients on coverage options, and ensuring compliance while protecting company assets. Strong foundation in risk mitigation, fraud prevention, and operational efficiency, with proven leadership in training and coordinating teams.
Overview
7
7
years of professional experience
Work History
Teller/Back Up Teller Lead
PNC Bank
11.2024 - Current
- Analyzed client transactions to identify and prevent fraudulent activity, safeguarding both customer assets and bank resources.
- Guides approximately 30 clients daily through banking needs, ensuring seamless service and quick resolution of issues.
- Suggested tailored bank products and services that aligned with client needs, contributing to stronger relationships and satisfaction.
- Educated clients on fraud prevention strategies, empowering them to recognize scams and protect their financial information.
Life Insurance Agent
American Income Life Insurance Company
06.2024 - 11.2025
- Instructed individuals and families on policy structures, benefits, and coverage details to ensure informed financial decisions.
- Prospected new clients through high-volume cold calls, generating qualified leads and opening opportunities for new policies.
- Held virtual client meetings via Zoom utilizing technology to present policy options and close sales remotely.
Sales Team Member
T Mobileretailer
02.2024 - 06.2024
- Conducted needs assessments on potential clients to determine what products and services would be beneficial.
- Diagnosed and resolved customer issues with mobile devices, applying troubleshooting techniques to ensure timely resolutions.
- Processed client phone insurance claims for lost, stolen, or damaged devices, guiding customers through the claims process.
- Exceeded monthly sales targets by launching 11+ new lines of business and boosting revenue through device accessories and phone insurance for both personal and business clients.
Machine Operator
TrueSense Marketing
02.2023 - 09.2023
- Followed detailed instructions to operate machines with accuracy and produce quality products.
- Collaborated with team members to optimize production processes and improve overall performance.
- Consistently completed daily production workloads on or ahead of schedule.
Shift Leader
Panda Express
03.2019 - 02.2023
- Assigned tasks and coordinated team workflows to maintain efficiency and smooth shift operations
- Trained new and existing employees on proper procedures, company policies, and performance standards to ensure consistent service quality.
- Assisted the manager in overseeing daily restaurant operations, including staff supervision, scheduling, and problem resolution.
- Managed daily inventory, ensuring stock levels were accurate and supplies were replenished to meet operational needs.
Education
No Degree - Accounting
Pennstate
Beaver, PASkills
- Client education and guidance
- Lead generation and cold calling
- Meeting or exceeding production/workload targets
- Achieving and exceeding sales targets
- Transaction monitoring and analysis
- Risk mitigation strategies
- Use of technology for client service
Timeline
Teller/Back Up Teller Lead
PNC Bank
11.2024 - Current
Life Insurance Agent
American Income Life Insurance Company
06.2024 - 11.2025
Sales Team Member
T Mobileretailer
02.2024 - 06.2024
Machine Operator
TrueSense Marketing
02.2023 - 09.2023
Shift Leader
Panda Express
03.2019 - 02.2023
No Degree - Accounting
Pennstate
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