Joshua Taylor
Beaufort,NC
Summary
Highly motivated and versatile professional with experience in sales, property tax analysis, insurance, and account management. Proven track record of success in managing client relationships, driving revenue growth, and ensuring compliance with regulatory requirements. Strong communicator with exceptional problem-solving skills and a keen ability to adapt to changing environments. Core Competencies include: Willing to relocate: Anywhere
Addiction counseling professional with comprehensive background in guiding individuals through recovery. Proven ability to develop personalized treatment plans and maintain compassionate approach. Strong focus on team collaboration and achieving results, with adaptability to changing needs and reliable nature. Expertise includes motivational interviewing and crisis intervention, valued for empathetic and patient-centered care.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Allstate Corp
Beaufort, NC
02.2025 - Current
- Developed comprehensive insurance plans tailored to client needs.
- Educated clients on coverage options and policy details.
- Managed client relationships, ensuring high satisfaction and retention rates.
- Analyzed market trends to identify opportunities for business growth.
Property Tax Specialist
Vincent Valuations
Beaufort, NC
03.2022 - Current
- Analyzed and verified property assessments, to ensure that property records reflect current and accurate property characteristics.
- Listed and updated information on property records to include property characteristics, square footage, angles, sketches and dimensions.
Sales Account Manager
SpotOn
Beaufort, NC
07.2021 - 01.2022
- Managed a portfolio of key client accounts, driving sales through relationship-building, upselling, and cross-selling strategies.
- Developed and executed sales strategies to meet or exceed revenue goals.
- Conducted market research to identify new business opportunities and stay ahead of market trends.
- Collaborated with internal teams to ensure smooth order fulfillment and customer satisfaction.
Account Manager
Waterlogic
Grapevine, TX
02.2020 - 10.2020
- Drove new business development in the high-end water dispenser industry by securing contracts with large and small companies.
- Negotiated pricing, service agreements, and delivery schedules for new and existing clients.
- Maintained strong relationships with clients, providing ongoing support, product education, and troubleshooting.
- Worked with logistics and technical teams to ensure timely delivery and service of water dispensers.
Talent Development Trainer
Allstate Insurance
Irving, TX
05.2017 - 01.2018
- Delivered product and service training sessions to new and existing employees, ensuring a thorough understanding of insurance offerings and sales strategies.
- Managed learning management systems (LMS) to track employee progress, course completions, and certifications.
- Organized training schedules, coordinated resources, and ensured that training sessions were delivered smoothly and efficiently.
- Supported the development of new training initiatives based on emerging needs and employee feedback.
- Provided administrative support, including preparing training materials, handling logistics, and tracking performance metrics.
Risk Managed Based Capital (RMBC) Underwriting Associate II
Allstate Insurance
Irving, TX
10.2016 - 05.2017
- Evaluated insurance applications and risks to determine coverage terms and premiums.
- Analyzed financial documents, market data, and client history to assess risk and compliance.
- Collaborated with brokers and clients to provide recommendations and alternative solutions.
- Contributed to risk management strategies, ensuring the profitability while offering competitive products.
- Managed underwriting portfolio, maintaining a focus on cost control and accuracy.
Licensed Sales Producer
Allstate Insurance
Morehead City, NC
10.2015 - 10.2016
- Successfully marketed and sold a variety of insurance products, including life, auto, home, and business policies, by identifying client needs and providing customized solutions.
- Built a strong client base through proactive lead generation, networking, and referrals.
- Maintained up-to-date knowledge of insurance trends, competitors, and new products to advise clients effectively.
- Assisted clients in understanding policy coverage, benefits, and exclusions, ensuring transparency and satisfaction.
Sales Associate
Sam’s Club
Plano, TX
08.2004 - 05.2013
- Provided outstanding customer service by greeting and assisting customers, addressing inquiries, and helping them find products that meet their needs.
- Operated cash registers and handle transactions accurately, ensuring a smooth and efficient checkout process.
- Participated in inventory counts and manage the restocking of products to ensure the store is well-stocked.
- Resolved customer concerns or complaints promptly and professionally, maintaining customer satisfaction and loyalty.
Education
Associate of Science - Addiction Recovery
Carteret College
Morehead City, NC05-2027
Life and Health Insurance
05-2017
High School Diploma - undefined
T C Roberson High School
Asheville, NC06-1995
Skills
- Email outreach prospecting
- Computer skills
- Microsoft Office
- Mobile devices
- Handling customer inquiries
- Contract negotiation
- Interpersonal communication
- Client retention strategy
- Inventory control
- Marketing
- Relationship management
- Partnership strategy
- Home insurance sales
- HubSpot
- Microsoft Outlook
- Employee relations
- Insurance policy review
- Microsoft Word
Certification
- Insurance Producer License
- Real Estate License
- Property & Casualty License
Languages
English
Timeline
Licensed Insurance Agent
Allstate Corp
02.2025 - Current
Property Tax Specialist
Vincent Valuations
03.2022 - Current
Sales Account Manager
SpotOn
07.2021 - 01.2022
Account Manager
Waterlogic
02.2020 - 10.2020
Talent Development Trainer
Allstate Insurance
05.2017 - 01.2018
Risk Managed Based Capital (RMBC) Underwriting Associate II
Allstate Insurance
10.2016 - 05.2017
Licensed Sales Producer
Allstate Insurance
10.2015 - 10.2016
Sales Associate
Sam’s Club
08.2004 - 05.2013
Life and Health Insurance
High School Diploma - undefined
T C Roberson High School
Associate of Science - Addiction Recovery
Carteret College