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