Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Joseph Davisson II

Westernport,MD

Summary

Adept Personal Lines Account Manager with a proven track record at BlueRidgeRiskPartners, excelling in underwriting principles and delivering exceptional customer service. Mastered insurance products and regulations, ensuring client satisfaction through accurate policy administration and effective communication. Demonstrated financial acumen and a commitment to resolving client issues, enhancing client retention and satisfaction.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Personal Lines Account Manager

BlueRidgeRiskPartners
Hagerstown, MD
08.2004 - Current
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
  • Developed relationships with clients and other insurance professionals to ensure client satisfaction.

Banking Associate

M&T Bank
Frostburg, Maryland
10.1995 - 08.2004
  • Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
  • Processed loan applications and reviewed credit reports for accuracy.
  • Transmitted orders to supply cash to meet daily needs.
  • Promoted and sold banking products and financial services.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Performed daily operations such as balancing cash drawers and reconciling transactions.
  • Advised customers on bank products, services and financial planning options.

Education

Bachelor of Science - Business Administration And Marketing

Frostburg State University
Frostburg, MD
12-1995

Skills

  • Underwriting principles
  • Insurance products
  • Financial acumen
  • Industry regulations
  • Policy administration
  • Premium calculation
  • Insurance coverage verification
  • Customer follow-up

Certification

  • CISR Designation
  • Property and Casualty license and Health and Life license thru the State of Maryland and West Virginia

Affiliations

  • Board Member of Allegany County Human Resource Commission October 2021 thru present.

Timeline

Personal Lines Account Manager

BlueRidgeRiskPartners
08.2004 - Current

Banking Associate

M&T Bank
10.1995 - 08.2004

Bachelor of Science - Business Administration And Marketing

Frostburg State University

Similar Profiles

CREATE PROFILE
Joseph Davisson II