Joseph Roussel
Hemet,CA
Summary
.
Licensed insurance agent with track record of delivering client-focused solutions and positive outcomes. Skilled in sales strategies, and client services. Recognized for ability to build strong client relationships and deliver exceptional service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Broker
Joseph Roussel Insurance
02.2021 - 05.2025
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
Insurance Agent
Navion Insurance Agency
08.2019 - 11.2021
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Senior Loan Officer
Strong Financial Services
03.2017 - 07.2019
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Outbound and inbound calls from Portfolio
- FHA and VA cash out and streamline also Conventional loans
- 25 Plus submission per month minimum
- Responsible for loan pricing and program selection.
- Processed challenging loan applications for first-time borrowers, self-employed applicants and borrowers with problematic credit histories.
Loan Officer
Sun West Mortgage Company
12.2016 - 03.2017
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Met with applicants to obtain information for loan applications and answer questions about process.
Mortgage Loan Officer
Intelliloan
01.2016 - 12.2016
- Analyze borrower's financial status, credit and property evaluation to determine feasibility of granting loans
- Explain to borrowers the different types of loans and credit options that are available
- Review loan documents to ensure that they are complete and accurate according to policy
- Confer with processors and underwriters to aid in correcting mortgage application problems.
Mortgage Loan Officer
Majestic Home Loan
01.2015 - 01.2016
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Gathered client debt, credit and income information to determine loan eligibility.
- Helped clients fill out loan applications and find ideal loan options.
- Informed customers of application deadlines, approvals and denials.
- Developed and maintained relationships with local real estate agents.
Education
Bachelor of Science - Accounting And Business Management
Cal State LA
Los Angeles, CA06.1972
Certification
- Property & Casualty License July 1999 to March 2025
- Driver's License
Timeline
Insurance Broker
Joseph Roussel Insurance
02.2021 - 05.2025
Insurance Agent
Navion Insurance Agency
08.2019 - 11.2021
Senior Loan Officer
Strong Financial Services
03.2017 - 07.2019
Loan Officer
Sun West Mortgage Company
12.2016 - 03.2017
Mortgage Loan Officer
Intelliloan
01.2016 - 12.2016
Mortgage Loan Officer
Majestic Home Loan
01.2015 - 01.2016
Bachelor of Science - Accounting And Business Management
Cal State LA
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