Joshua Bryan
Byram,MS
Summary
Insurance Broker with four years of sales experience in property and casualty insurance. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Loan Review Officer
Community Bank Of Mississippi
12.2022 - Current
- Evaluated loan requests and documents to verify accuracy, completeness, and mitigate risk.
- Analyzed potential risks and evaluated loan products to identify suitable options and ensure compliance with both state and federal laws and regulations.
- Ensured that loan applications meet the criteria of bank policy.
- Monitored pipelines to track and log status of loans.
Insurance Broker
AllState
12.2018 - 12.2022
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold property and casualty insurance policies to new and existing customers.
- Corresponded with potential clients to set up appointments according to mutual availability.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Education
Associate of Arts - Marketing
Holmes Community College
Goodman, MSBachelor of Science - Finance
Mississippi College
Clinton, MS12.2022
Skills
- Service Quality
- Customer Needs Assessments
- Active Listening and Learning
- Persuasive Negotiations
- Oral and Writing Communication
- Quotes and Sales
- Top rated sales performance
Certification
- Active Property and Casualty License - 05/2019
Timeline
Loan Review Officer
Community Bank Of Mississippi
12.2022 - Current
Insurance Broker
AllState
12.2018 - 12.2022
Associate of Arts - Marketing
Holmes Community College
Bachelor of Science - Finance
Mississippi College
- Active Property and Casualty License - 05/2019
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