- Tech enthusiast, passionate about exploring the latest advancements and innovations
- Faith & Spiritual Growth
- Gym Workouts
- Watching Sports
- Time with Family
- Traveling with Family
Joshua Bleil
Ashtabula
Summary
Dynamic insurance advisor with a proven track record at Pelorus Financial Group, excelling in client retention and customized coverage solutions. Skilled in data analysis and customer engagement, I foster long-lasting relationships, ensuring compliance and satisfaction. My proactive approach enhances operational efficiency and drives successful outcomes in client account management.
Operations professional with proven track record in optimizing processes and driving efficiency. Strong focus on team collaboration, strategic planning, and achieving measurable results. Adept at adapting to changing needs and leading cross-functional teams. Skilled in project management, process improvement, and resource allocation. Dependable and results-driven, known for enhancing operational performance.
Overview
8
8
years of professional experience
Work History
Independent Insurance Advisor
Pelorus Financial Group
08.2024 - Current
- Advised clients on insurance coverage options to meet individual needs.
- Conducted thorough risk assessments to identify potential coverage gaps.
- Developed customized insurance plans, enhancing client satisfaction and retention.
- Managed client portfolios, ensuring timely updates and compliance with regulations.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
Office Administrator
Pelorus Financial Group
10.2020 - 08.2024
- Streamlined office procedures to enhance operational efficiency and reduce administrative bottlenecks.
- Managed scheduling and coordination of meetings for agents, ensuring optimal use of time and resources.
- Developed and maintained filing systems to support easy access to critical documents and improve information retrieval.
- Implemented process improvements that increased productivity in daily administrative tasks and team collaboration.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Real Estate Agent
Berkshire Hathaway HomeServices
09.2017 - 10.2020
- Cultivated relationships with clients to understand unique property needs and preferences.
- Conducted comprehensive market analysis to advise clients on competitive pricing strategies.
- Facilitated property showings, ensuring properties were staged effectively for potential buyers.
- Negotiated purchase agreements and contracts, enhancing client satisfaction through transparent communication.
- Maintained connections with clients to encourage repeat business and referrals.
Education
Associate of Arts - Business Management Technology
Kent State University
Kent, Ohio, OH12-2018
Skills
- Data analysis
- Customer engagement
- Client retention
- Client account management
- Office administration
- Database entry
- Customer relationship management
- Calendar management
Interests
Timeline
Independent Insurance Advisor
Pelorus Financial Group
08.2024 - Current
Office Administrator
Pelorus Financial Group
10.2020 - 08.2024
Real Estate Agent
Berkshire Hathaway HomeServices
09.2017 - 10.2020
Associate of Arts - Business Management Technology
Kent State University