Josh Gustin

• Manage an additional $1.1 million in inherited household premium.
• Maintain positive book of business growth through account rounding, 97% retention, and new client acquisition.
• Present and educate prospective and current clients on insurance proposals and recommendations based on their individual risk profile.
• Consistently track opportunities, closed sales, and client reviews in Salesforce.
• Consistently maintain client relationships through annual renewal reviews and audits.

• Serviced current clients through claims processing, policy change requests, billing questions, and coverage discussions.
• Acted as the main advisor and account manager on an inherited $1 million in household premium.
• Served in the sales capacity as an independent insurance agent by presenting tailored insurance proposals to prospective and current clients.
• Developed and maintained client relationships through scheduling and conducting account reviews and audits.
• Followed agency procedures and documented all client work in the agency management system.

• Pitched to every Costco member entering the store about current sales and promotions.

• Consistently informed and closed members on the price and quality of different TV packages and AT&T bundles.

• Created and maintained a social media platform.

• Collaborated with team members on numerous digital advertisements and marketing campaigns.

• Ensured guest satisfaction at by offering chairs, towels, and food.

• Provided each guest with exceptional customer service to ensure a positive 5-star experience.

• Parked and retrieved cars carefully to prevent damage and avoid delay

• Tended to any guest needs and concerns with clear and friendly customer service.