Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joshua Kloster

Sherman

Summary

Experienced insurance broker with a strong track record in client relations, risk assessment, and policy management. Skilled in fostering teamwork and achieving personal goals. Recognized for consistently delivering high-quality results and adapting to changing demands. Proficient in communication, negotiation, and regulatory compliance to ensure positive outcomes for clients and stakeholders.

Overview

10
10
years of professional experience

Work History

Licensed Insurance Broker

Steadily
08.2022 - 06.2025
  • Developed and maintained a comprehensive database of client information, ensuring accurate record-keeping and facilitating targeted marketing efforts.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Developed strong relationships with clients, resulting in a high level of trust and repeat business.
  • Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Consistently exceeded floor goal set. Averaging $150,000 in new written premium monthly; while maintaining quality and retention scores of 98%.
  • Made and maintained personal relationships with multiple high-end mortgage brokers to become their direct contact for insurance needs. These warm networks produce around 175 warm leads monthly with a close rate of 80%.

SR Specialty Sales Advisor/Development Lead

Liberty Mutual Group
03.2020 - 08.2022
  • Led sales team to exceed Monthly/Quarterly sales goals.
  • Currently within top 10 percentile of sales advisors across sites, achieving Liberty Mutual's coveted Circle of Excellence and Platinum Sales Club.
  • Consistently exceeding sales metrics by no less than 150% on a monthly basis. Over 200 sourced and closed leads monthly.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Maintain continued education and licensing requirements for over 100 licenses and certifications across 50 States, always operating within legal requirements and maintaining the highest level of integrity.

Officer Manager

Allstate Insurance Co
01.2018 - 03.2020
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Developed highly-efficient Sales team through ongoing coaching and professional development opportunities.
  • Researched and sourced profitability in lead territories to maximize profitability and minimize risk.
  • Implemented strategies to cross-sell/upsell existing book of business to maximize growth while obtaining new business ventures.
  • Consistently achieved over 75k in new business premiums on a monthly basis myself, while developing and encouraging my team to succeed by effectively and efficiently closing sales while sourcing additional business.

Senior Territory Sales Lead

State Farm
01.2015 - 01.2018
  • Quickly rose from entry level Sales Representative to Territory Sales Lead due to my ability to confidently and efficiently close and maintain clients
  • Devised strategies and target goals, motivating teams to exceed objectives and generate new business in key markets.
  • Built strong relationships with clients by following up on previous purchases and suggesting new products.
  • Increased operational efficiency by developing improved filing systems for confidential client records and reports.
  • Communicated best practices among on-site and external personnel to align efforts and goals.

Education

High School Diploma -

Sachse High School
Sachse, TX
05.2013

Skills

  • Strategic sales development
  • Tailored sales approach
  • Strengthening client connections
  • Strategic lead acquisition
  • Insurance sales expertise
  • Strategic negotiation skills
  • Effective sales execution
  • Product and service sales expertise
  • Policy evaluation
  • Proven track record in meeting sales quotas

Timeline

Licensed Insurance Broker

Steadily
08.2022 - 06.2025

SR Specialty Sales Advisor/Development Lead

Liberty Mutual Group
03.2020 - 08.2022

Officer Manager

Allstate Insurance Co
01.2018 - 03.2020

Senior Territory Sales Lead

State Farm
01.2015 - 01.2018

High School Diploma -

Sachse High School

Similar Profiles

CREATE PROFILE