Joseph Wells
Elk River,MN
Summary
Accomplished Sales Associate and team player with over 9 years at Truck Writers, adept in client relations and policy knowledge. Excelled in expanding client base and retaining accounts, managing a $1.8 million book of business. Proven track record in revenue generation and customer service, enhancing client loyalty and satisfaction.
Overview
14
14
years of professional experience
Work History
Trucking Insurance Agent
Truck Writers
Blaine, MN
04.2015 - 06.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Created and maintained a book of business worth $1.8 million in renewing insurance premiums over the course of 9+ years of employment.
Assistant Gym Manager
Orange Theory Fitness
Plymouth
02.2014 - 04.2015
- Enhanced customer satisfaction through swift resolution of member concerns and consistent communication with clients.
- Expanded clientele base with targeted marketing strategies such as social media campaigns and local partnerships.
- Oversaw facility maintenance to ensure a clean, safe, and inviting environment for members and staff.
- Developed sales strategies and coached staff on selling tactics to maintain high percentage of membership enrollments.
- Selling memberships by building rapport, and creating value in each membership offering on a daily basis.
- Apart of a highly skilled staff that increased active member base from 328 to 525 during time of employment.
- Focused on building a strong company culture that fostered teamwork, collaboration, motivation among employees in their daily responsibilities.
- Promptly attended to guest needs concerning fitness room.
Store Manager
Complete Nutrition
Saint Cloud
12.2010 - 02.2014
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Assisted with hiring, training and mentoring new staff members.
- Improved customer satisfaction through staff training in customer service and product knowledge.
- Completed point of sale opening and closing procedures.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
- Rotated merchandise and displays to feature new products and promotions.
- Maximized sales by creating innovative visual merchandising displays and store layouts.
Education
Business Management & Sales -
St. Cloud Technical & Community College
Saint Cloud05.2013
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Client Relations
- Policy Knowledge
- Client needs analysis
- Account Management
- Client Retention
- New Client Acquisition
- Policy writing
- Upselling
- Negotiation
- Leads Prospecting
- Email Marketing
- Risk Mitigation
- Marketing Strategies
- Revenue Generation
- Client Prospecting
- Property and Casualty Insurance
- Commercial Auto Insurance
- Trucking Insurance
- Customer Engagement
- Underwriter Collaboration
- Claims Information Gathering
- Clientele Development
Timeline
Trucking Insurance Agent
Truck Writers
04.2015 - 06.2024
Assistant Gym Manager
Orange Theory Fitness
02.2014 - 04.2015
Store Manager
Complete Nutrition
12.2010 - 02.2014
Business Management & Sales -
St. Cloud Technical & Community College