JOSEPH M. MANZO
Pelham
Summary
Experienced and dedicated professional with a strong background in insurance sales, client services, and operations management. With over a decade of expertise in the insurance and financial sectors, excelling in product knowledge, client relationship management, and strategic business operations. Background in corrections and operations management highlights organizational and leadership capabilities. Eager to leverage skills and experience to make a significant impact within a dynamic team or organization.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sales & Service Representative II
USAA Insurance
07.2021 - 09.2023
- Generated client-specific quotes and proposals to meet individual needs.
- Offered extensive product knowledge and guidance for clients in product selection.
- Identified customer needs and cross-sold additional products and services.
- Ensured timely premium collection, adhering to coverage effective dates.
- Demonstrated a customer-centric approach, providing tailored solutions and fostering an understanding of insurance options.
Outside Account Executive
Liberty Mutual Insurance
03.2019 - 07.2021
- Provided in-depth product knowledge in property, auto, umbrella, annuities, and life insurance policies. Guided clients through informed decision-making processes, fostering trust and confidence in the company's offerings.
- Proactively enhanced company visibility through active community outreach. Engaged with local schools, Chamber of Commerce, and the Fraternal Order of Police, solidifying a strong and diversified community presence.
- Led strategic initiatives, expanding the client network through proactive lead generation.
- Liaised with marketing and sales teams to develop targeted campaigns.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
Insurance Sales/Training Specialist
Progressive Insurance
04.2017 - 03.2019
- Offered in-depth product knowledge and guidance to assist clients in making informed product choices.
- Played a key role in driving sales and enhancing client satisfaction through proactive support and targeted cross-selling.
- Collaborated with the sales team to consistently meet or exceed personal sales quotas.
- Led comprehensive training sessions for new hires, ensuring a seamless onboarding process and accelerating their integration into the sales team.
- Recognized as a key contributor to the training team's effectiveness, providing ongoing support and guidance to both new and tenured agents, fostering a culture of continuous learning and development within the sales department.
Corrections Officer II
AZ Department Of Corrections.
01.2012 - 04.2017
- Supervised inmates during activities and transfers, ensuring compliance and taking corrective actions as necessary.
- Conducted pat downs and strip searches of inmates and visitors to prevent contraband from entering the facility.
- Ensured safety and security by applying defensive techniques and physical restraints when needed.
- Operated passenger vehicles and trucks to transport inmates to various locations, including other institutions, courtrooms, hospitals, and work sites.
- Monitored radio transmissions to facilitate immediate response to staff directions and emergencies.
Senior Sales Manager
D.T. Investments
08.2009 - 01.2012
- Led a team, managing recruitment, development, and performance evaluations to maintain a motivated and skilled staff.
- Oversaw a 15-employee business office, enhancing productivity and efficiency through effective supervision and task delegation.
- Analyzed financial date to identify trends and develop forecasts, driving sound decision-making for future financial performance.
- Established and monitored performance objectives and maintained competitive compensation structures for staff.
- Implemented proactive client and vendor outreach strategies to foster loyalty and strengthen relationships.
Education
Bachelor of Science - Business Administration
University of South Florida
Tampa, FL06.2006
Skills
- Customer Relationship Management
- Operations Management
- Training & Development
- Business Development
- Account Management
- Conflict Management
- Insurance Sales
- CRM Software
- Leadership
- Marketing
Additional Information
- U.S. Army - Officer Candidate.
- Rank - E4 Specialist
- May 2009 to July 2009.
- Honorable Discharge - Medical.
Certification
- Accident & Health or Sickness Insurance License
- Property & Casualty Insurance License
- Life & Annuities Insurance License
- Personal Lines Insurance License.
Timeline
Sales & Service Representative II
USAA Insurance
07.2021 - 09.2023
Outside Account Executive
Liberty Mutual Insurance
03.2019 - 07.2021
Insurance Sales/Training Specialist
Progressive Insurance
04.2017 - 03.2019
Corrections Officer II
AZ Department Of Corrections.
01.2012 - 04.2017
Senior Sales Manager
D.T. Investments
08.2009 - 01.2012
Bachelor of Science - Business Administration
University of South Florida