Joseph Ferritto
Mayfield Heights
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Manager
Liberty Company Insurance Brokers
Louisville
08.2023 - Current
- Serviced and maintained 1.5 million dollar book of business for both personal and commercial lines.
- Issued New Business for both Commercial and Personal Lines
- Developed successful customer relationships to boost sales opportunities.
- Produced sales documents, finalized deals and filed records.
- Maintained accurate records of all customer interactions in the CRM system.
- Developed strategies to increase revenue from existing accounts.
- Renewed existing accounts by building relationships with clients.
- Presented product features and advantages to potential customers during sales meetings.
Account Manager
Evarts Tremaine
Ceveland
09.2020 - 08.2023
- Services and Maintained 900K Commercial Book of Business
- Worked directly with the sales producers
- Quoted all New business (Commercial)
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Maintained accurate records of all customer interactions in the CRM system.
- Produced sales documents, finalized deals and filed records.
- Developed successful customer relationships to boost sales opportunities.
Customer Service Representative
Progressive
Mayfield Village
03.2019 - 09.2020
- Worked in a call center quoting home and auto insurance.
- Maintained strict phone guidelines
- Conferred with customers by telephone to provide information about products or services and take orders.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Licensed Sales Producer
Brown Insurance Services
Largo
10.2012 - 02.2019
- Identified opportunities for cross-selling additional products or services.
- Developed appropriate quotes based on risk information.
- Inside Sales Producer Personal Lines
- Maintained my own clients and built about 875K book of business.
- Developed relationships with clients through effective communication, follow-up calls and emails.
- Prepared reports outlining sales activities, progress towards goals and other important metrics.
- Attended meetings with carriers' representatives to discuss product offerings and pricing structure.
- Processed applications for new policies, endorsements, changes and cancellations.
Education
High School Diploma -
Mayfield High School
Mayfield Village, Ohio 06-1997
Skills
- Customer relationship management
- Sales strategy development
- New business acquisition
- Proposal drafting
- CRM management
- Account renewal
- Built strong relationships with underwriters
Certification
- P&C 220 License (2006)
Timeline
Account Manager
Liberty Company Insurance Brokers
08.2023 - Current
Account Manager
Evarts Tremaine
09.2020 - 08.2023
Customer Service Representative
Progressive
03.2019 - 09.2020
Licensed Sales Producer
Brown Insurance Services
10.2012 - 02.2019
High School Diploma -
Mayfield High School
Similar Profiles
DANELIA ALVAREZDANELIA ALVAREZ
Accounts Payable Supervisor at The Liberty Company Insurance BrokersAccounts Payable Supervisor at The Liberty Company Insurance Brokers
Denise Klavinski FitchDenise Klavinski Fitch
Account Representative at The Liberty Company Insurance BrokersAccount Representative at The Liberty Company Insurance Brokers
Ashwini PhadkeAshwini Phadke
Accounts Associate - Accounts Receivable Direct Bill Process & Agency Bill Process at Liberty Insurance & brokersAccounts Associate - Accounts Receivable Direct Bill Process & Agency Bill Process at Liberty Insurance & brokers
Brian FiorittoBrian Fioritto
Solution Specialist at Verizon WirelessSolution Specialist at Verizon Wireless
Tristan MartinTristan Martin
Parking Attendant at Patterson Fruit FarmParking Attendant at Patterson Fruit Farm