Joshua Davis
Phoenix,AZ
Summary
Highly-motivated with desire to take on new challenges. Incredible worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
3
3
Certification
Work History
Business Owner
New York Life Insurance Co
Phoenix, AZ
10.2022 - Current
- Implementing customized methods for Client's creating life-long relationships, providing detailed agenda's for future business strategy and planning
- Running day to day operation's building a practice from the ground up.
- Review Underwriting Guidelines helping them through there financial journey.
- Promote business on social media platforms maximizing brand identity and generate revenue stream.
Broker
Family First Life
Phoenix, AZ
02.2021 - 10.2022
- Acted as buyer or seller representative when arranging sales.
- Developed excellent rapport with consumers expanding opportunities for growth.
- Negotiated contractual agreements as a Fiduciary responsibility to my consumer.
- Applied strict company and regulatory standards when producing contracts and documentation.
Insurance Specialist
Liberty Mutual Group
Phoenix , AZ
06.2012 - 05.2020
- Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
- Resolved routine and complex issues by performing detailed research.
- Collaborated with carriers to resolve discrepancies in insurance payments.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
Education
Fire 1&2 / EMT - Fire Science
Lansing Community College
Lansing, MI06.2003
Skills
- Financial Statement Review
- Verbal and Written Communication
- Business Planning
- Employee Training
- Cost Control and Budgeting
- Work Planning and Prioritization
- Relationship Building
- Strategic Decision-Making
- Risk Mitigation and Management
Certification
Property/Casualty- Life/Health
Timeline
Business Owner
New York Life Insurance Co
10.2022 - Current
Broker
Family First Life
02.2021 - 10.2022
Insurance Specialist
Liberty Mutual Group
06.2012 - 05.2020
Fire 1&2 / EMT - Fire Science
Lansing Community College
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