Josh Burkhart
Lexington,NC
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Commercial Insurance Producer
Mountcastle Insurance
10.2025 - Current
- Cultivate strong client relationships to understand insurance needs and provide tailored solutions.
- Develope comprehensive insurance proposals based on risk assessments and client requirements.
- Negotiate policy terms and conditions with underwriters to secure optimal coverage options.
- Analyze market trends to identify opportunities for new business development initiatives.
- Collaborate with cross-functional teams to enhance service delivery and streamline operations.
- Monitor competitor activities closely to identify opportunities for differentiation in offerings or pricing strategies within the marketplace.
- Increase client satisfaction levels by conducting regular policy reviews to ensure adequate coverage and minimize potential risks.
Insurance Sales Manager
State Farm Mutual Automobile Insurance Company
09.2017 - 09.2025
- Recruited qualified candidates for open positions within the organization’s sales department
- Enhanced sales volume through skilled support to both new and inactive customers
- Established ambitious goals for employees to achieve
- Overseen daily operations of the team, ensuring all processes are running smoothly and efficiently
- Helped resolve customer complaints regarding sales and service
- Conducted risk assessments
- Led team in achieving sales targets through strategic planning and execution of marketing initiatives.
Insurance Sales Agent
North Carolina Farm Bureau Mutual Insurance Company
05.2015 - 08.2017
- Analyzed customer feedback to improve strategies and tactics
- Exceeded company sales goals for new policies
- Processed applications and paperwork related to policy issuance and renewals
- Increased sales through consultative sales approach and focused on relationship building with new and existing policy holders
- Negotiated with underwriters to obtain competitive rates for customers
- Exceeded assigned sales targets by cross selling insurance products
- Attended industry conferences and seminars to stay up to date on changes in in regulations and trends in the insurance sector
- Provided guidance about different types of insurance products available.
- Conducted in home and group presentations to provide guidance on policy guidelines and benefits
Education
Associate of Applied Science - Business Administration
Davidson County Community College
Thomasville, NC05.2015
Skills
- Presentation Skills
- Sales Management
- Cold Calling
- Account Management
- Upselling
- Outside Sales
- Negotiation
- Leadership
- Customer service
- Communication skills
- Microsoft Office
- CRM software
- Microsoft Word
- Microsoft Powerpoint
- Business development
- Organizational skills
- Microsoft Outlook
- Territory management
- Insurance sales
- Account retention
- Policy customization
- Industry networking
- Strategic planning
- Coverage negotiation
- Team leadership
- Lead generation
Certification
- Property & Casualty License
- Life Insurance License
- Health Insurance License
- Medicare Supplement License
- Certified Workers Comp Advisor - CWCA Designation
Timeline
Commercial Insurance Producer
Mountcastle Insurance
10.2025 - Current
Insurance Sales Manager
State Farm Mutual Automobile Insurance Company
09.2017 - 09.2025
Insurance Sales Agent
North Carolina Farm Bureau Mutual Insurance Company
05.2015 - 08.2017
Associate of Applied Science - Business Administration
Davidson County Community College