Joshua Smith
Copperas Cove,TX
Summary
Seasoned professional with a proven track record in insurance product knowledge and leadership, honed at Texas Farm Bureau Insurance and across diverse roles including military service and entrepreneurship. Skilled in client retention and strategic planning, I excel in creating customized solutions that exceed client expectations. My detail-oriented approach and commitment to excellence have consistently driven business success and client satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent
Texas Farm Bureau Insurance
Copperas Cove, TX
09.2024 - Current
- As an experienced Insurance Agent, I specialize in providing a wide range of insurance products, including home insurance, auto insurance, life insurance, and commercial insurance. My role focuses on helping clients identify and address their insurance needs by offering personalized advice, tailored coverage options, and exceptional customer service. Key responsibilities and achievements include:
Client Consultation and Needs Assessment: Conducted in-depth consultations to assess clients' specific insurance requirements, ensuring that their unique needs were met with comprehensive coverage options.
Insurance Product Expertise: Provided expert guidance on various types of insurance policies, including home, auto, life, and commercial insurance, helping clients understand the details, benefits, and exclusions of each policy.
Customized Policy Recommendations: Delivered customized policy recommendations based on clients' risk profiles, financial goals, and preferences, ensuring they received the best coverage at competitive rates.
Claims Assistance and Support: Assisted clients through the claims process, offering guidance and support to ensure a smooth and efficient claims experience.
Building and Maintaining Relationships: Developed and nurtured long-term relationships with clients, ensuring their ongoing satisfaction and trust in the insurance services provided. Followed up regularly to ensure clients’ coverage remained aligned with their evolving needs.
Cross-Selling and Upselling: Effectively cross-sold and upsold insurance products, such as bundling home and auto policies, to enhance clients' coverage and provide cost-effective solutions.
Compliance and Documentation: Ensured all insurance transactions adhered to regulatory and company guidelines, maintaining accurate and up-to-date client records and policy documentation.
Client Retention and Referral Generation: Focused on client retention through proactive service and earned referrals by consistently exceeding expectations and providing a high level of customer satisfaction.
Continuous Professional Development: Stayed current on industry trends, product updates, and changes in insurance laws to offer the best possible service to clients.This experience has allowed me to develop strong communication skills, a keen understanding of client needs, and the ability to effectively match clients with the right insurance solutions.
Small Business Owner
Precision Dental Solutions
Copperas Cove, USA
01.2020 - Current
- Me and my wife own and manage a virtual dental Insurance company
- Where we specialize in taking care of all the clients insurance and billing needs for their patients
- And also managing all staff needs
- While implementing new company policies as we grow
- We remote in through a HIPPA compliant connection to their servers and verify insurance and account billing issues that they might have for their office
- We have several clients that have been with us for five plus years now! All of them came to us with major needs in their insurance problems and high patient portions problems that needed to be solved with in a few shorth months for the sake of the business to be successful
- We made solid goals that were nothing short of impressive if to be achieved
- We were able to meet all expectations that our clients had for as and more!
- Anything from Data entry on new patients policies
- To specific account charges or changes with detailed answers for each of the dentists when they needed them
- We have excelled at managing Muti-Million dollar businesses with pride and excellence
Store Manager
Tires To You
Austin, USA
10.2023 - 05.2024
- I am a self-motivated and results-driven manager that directed and manage the organization's business activities and to develop and implement effective business strategies and programs
- My duties did include, allocating budget resources, formulating policies, coordinating business operations, monitoring and motivating staff, managing operational costs, ensuring good customer service, improving administration processes, engaging with vendors, hiring and training employees, identifying business opportunities, and monitoring financial activities
- Your entrepreneurial spirit and vision in directing business functions will assist our organization in maintaining relationships with clients, generating new business, increasing staff productivity, improving service, ensuring sustainability, and meeting business objectives
- I am a very successful manager possessing excellent communication skills, superior knowledge of business functions, exceptional budgeting, and finance skills, and strong leadership qualities
- I was able account for all business activities, support staff development, enhance efficiency, drive sales and improve revenue, maintain relationships with clients, enhance the organization's image, and meet overall growth objectives
- Overseeing daily business operations
- Developing and implementing growth strategies
- Training low-level managers and staff
- Creating and managing budgets
- Improving revenue
- Hiring employees
- Evaluating performance and productivity
- Analyzing accounting and financial data
- Researching and identifying growth opportunities
- Generating reports and giving presentations
Assistant General Manager
PANDA EXPRESS
Round Rock, USA
09.2018 - 01.2020
- Assisted the general manager with all policies and procedures in accordance with company policies
- Handled scheduling and managing staff needs
- Delivering excellent customer service and quality of food going out
- Ordering all inventory and managing proper levels of product in the store
- Followed very specific recipes and was fully versed in the entire operations and functions of the store
- Opened the store and closed it down with out help
- Managed deposits and security procedures within the company guidelines on bank runs and operating the safe drops
- Managed very closely the P&L statements weekly with proper forecasting for our stores needs
- Worked hand in hand with developing and implementing cleaning schedules and proper use of all PPE in the store
- Performed maintenance on most all equipment that was considered store level maintenance
- Memorized the entire menu top to bottom and all company policies for assistant GM
Assistant Manager
Discount Tire Co
Killeen, USA
06.2013 - 08.2018
- Asst manager of sales
- Being a trusted expert with all tire and wheel knowledge
- Managed 5S policies and workflow
- Manage the service bay area, ensuring that my guys are working according to the safety standards that position of the job they are in were met correctly
- I also helped manage breaks and lunches according to the schedule
- All while maintain the company standards for our bay times and for quality of work
- Ensuring that all the product for each vehicle were pulled correctly before installation began
- And always striving for the best for all of my customers and employees!
Military Service
US Army
Fort Hood, TX
08.2008 - 08.2011
- I served in the US Army, where I learned how to operate large pieces of equipment and vehicles that were necessary for the completion of our jobs.
- I have several years of experience in job safety, as it was vitally important for us to operate swiftly, but safely.
- I learned to work well as a team through several years of training and team-building exercises.
- I am an expert in dealing with the stress of the job, and still maintaining my composure.
- I am disciplined in learning what is required to not only do my job correctly, but also the jobs in the positions below and above mine.
Education
Associate - Culinary Arts and Restaurant Management
Central Texas College
Killeen, TX05.2015
Skills
- Insurance product knowledge
- Client consultation
- Claims assistance
- Policy customization
- Regulatory compliance
- Customer relationship management
- Sales strategy
- Client retention
- Entrepreneurial mindset
- Professionalism and ethics
- Detail-oriented
- Management
- Client needs analysis
- Life insurance
- Strategic planning
- Leadership
- Customer service
- Time management
- Administrative experience
- Excellent with computer operations
- Safety protocols
- Punctual
- Safety awareness
- Very detail-oriented
Military Service
United States Army, United States, PFC, 08/08, 08/11, Served in the US Army where I learned how to operate large pieces of equipment and vehicles, that were necessary for the completion of our jobs.
Certification
Life Insurance
P&C License
Commercial License
Health License
Timeline
Insurance Agent
Texas Farm Bureau Insurance
09.2024 - Current
Store Manager
Tires To You
10.2023 - 05.2024
Small Business Owner
Precision Dental Solutions
01.2020 - Current
Assistant General Manager
PANDA EXPRESS
09.2018 - 01.2020
Assistant Manager
Discount Tire Co
06.2013 - 08.2018
Military Service
US Army
08.2008 - 08.2011
Life Insurance
P&C License
Commercial License
Health License
Associate - Culinary Arts and Restaurant Management
Central Texas College
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