Joseph Bert
St. Louis,MO
Summary
Licensed Property and Casualty professional with nearly five years of experience in the insurance industry. Reliable Sales and Service Representative with extensive track record within demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Sales and Service Representative
Dewitt Insurance - Alonzo Agency
03.2022 - Current
- Prospected personal and commercial line clients through referrals, networking, and employer lead sources.
- Built and maintained client relationships to support customer satisfaction.
- Managed insurance client accounts and kept policy details current through renewal cycles for a $3M book of business across Personal and Commercial Lines.
- Identified and pursued cross-selling opportunities, enhancing client coverage and increasing overall account value.
- Prepared policy proposals, endorsements, and renewal summaries for client review.
- Explained coverage options, billing details, and claim status to insurance clients.
- Answered questions, resolved or routed issues, and followed up with clients to improve satisfaction.
Technical Recruiter
SpringbokIT
10.2021 - 01.2022
- Recruited and placed professionals from entry to senior level in Information Technology, enhancing team capabilities and filling critical roles.
- Sourced potential candidates through cold-calling, referrals, networking, job sites, and job fairs, expanding candidate pipeline and increasing hiring opportunities.
- Qualified candidates through in-depth phone screens, ensuring compatibility with job requirements before submission.
- Negotiated salary and benefits offers, successfully closing hires and contributing to overall recruitment goals.
Technical Recruiter
Prestige Staffing
07.2021 - 10.2021
- Recruited and placed entry to senior level professionals in information technology and healthcare industries for contract and direct hire positions, enhancing talent acquisition efforts.
- Recruited candidates through cold-calling, referrals, networking, job sites, and job fairs, expanding candidate pipeline.
- Qualified candidates through in-depth phone screens, ensuring compatibility with job requirements before submission.
- Negotiated salary and benefits offers, successfully closing hires to meet client demands.
Business Developer
Drive Social Media
01.2021 - 06.2021
- Conducted 50+ cold calls daily, securing meetings with prospective clients
- Facilitated face-to-face meetings with key business decision makers to establish relationships
- Delivered 60-90 minute Drive Social Media product demonstrations to engage potential clients
- Entered lead information, signed contracts and billing information into Customer Relationship Management software
Technical Recruiter
Stockell Consulting
06.2019 - 04.2020
- Placed mid to senior level professionals in information technology industry for contract and direct hire positions, enhancing recruitment capabilities.
- Recruited candidates through cold-calling, referrals, networking, job-sites, and job fairs, expanding talent pool.
- Qualified candidates through in-depth phone screens, ensuring compatibility with job requirements before submission.
- Negotiated offers (salary/benefits) and closed hires, ensuring alignment with both candidate and client expectations.
Sales Development Representative
OmniGo Software
07.2018 - 06.2019
- Qualified and generated prospective leads, enhancing sales department's pipeline
- Managed prospective leads through targeted outreach and utilized Salesforce CRM to track sales cycle and establish best practices
- Executed high-volume cold call outreach campaigns to identify and engage potential clients
Education
Bachelor of Science - Business Administration: Marketing
Southeast Missouri State University
12-2017
Skills
- Account management
- Lead generation
- Sales negotiation techniques
- Coverage analysis
- Customer Service
- Cross-selling strategies
- Applied Epic
- Salesforce
Certification
- Missouri Property and Casualty (P&C) License
Timeline
Sales and Service Representative
Dewitt Insurance - Alonzo Agency
03.2022 - Current
Technical Recruiter
SpringbokIT
10.2021 - 01.2022
Technical Recruiter
Prestige Staffing
07.2021 - 10.2021
Business Developer
Drive Social Media
01.2021 - 06.2021
Technical Recruiter
Stockell Consulting
06.2019 - 04.2020
Sales Development Representative
OmniGo Software
07.2018 - 06.2019
Bachelor of Science - Business Administration: Marketing
Southeast Missouri State University