Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph Giacobbe

Sarasota ,FL

Summary

Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams.


Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

12
12
years of professional experience

Work History

Principal

Pinnacle Health & Weight Loss
01.2024 - Current
  • Established strong customer relationships through excellent communication and attentive service.
  • Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
  • Prepared bank deposits and handled business sales, returns, and transaction reports.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
  • Increased client satisfaction by implementing innovative business strategies and streamlining processes.

Insurance Agency Owner

Goosehead Insurance Agency
04.2017 - 01.2024
  • Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
  • Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
  • Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
  • Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
  • Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
  • Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment.
  • Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.

Insurance Agency Owner

Farmers Insurance Company
04.2012 - 06.2017
  • Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
  • Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
  • Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
  • Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
  • Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
  • Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.

Education

Bachelor of Arts - Finance

Rutgers
Camden, NJ
12.1996

Skills

  • Employee Performance Evaluations
  • Staff Management
  • Verbal and written communication
  • Training and mentoring
  • Staff Development
  • Community Engagement
  • Strategic leadership
  • Data-Driven Instruction

Timeline

Principal

Pinnacle Health & Weight Loss
01.2024 - Current

Insurance Agency Owner

Goosehead Insurance Agency
04.2017 - 01.2024

Insurance Agency Owner

Farmers Insurance Company
04.2012 - 06.2017

Bachelor of Arts - Finance

Rutgers
Joseph Giacobbe