Kevin Davis
Liberty Twp,OH
Summary
Accomplished Insurance professional with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
32
32
years of professional experience
Work History
President
Kevin P Davis Insurance Agency Inc
Willoughby , Ohio
2013.01 - Current
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Supported and supervised team of four insurance professionals.
- Generated 3% increase in client accounts annually through implementation of effective market strategies across major search engine platforms.
- Resolved issues and recommended actions based on production and compliance reports.
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
Agency Field Executive
State Farm Insurance
Cincinnati , OH
2004.01 - 2012.12
- Managed 34 State Farm Agencies and set priorities through effective communications, training, and hiring processes to meet deadlines and achieve growth goals.
- Attended and participated in diverse organizations, community events, and conventions to recruit and build brand as industry leader.
- Researched market conditions and competitor profiles and instituted adjustments to remain competitive.
- Participated in monthly training on latest technology trends and products in industry.
- Established clear and competitive goals, growth roadmaps and strategic business plans.
- Developed bottom-up forecasting plans for territory to address quarterly sales goal attainment for Insurance and Financial Services.
- Partnered with Independent Agents and State Farm Operations to develop strategies to combat increased competitive presence within territory.
- Developed in-depth knowledge of each Agent's business through research and regular on-site meetings.
- Earned company exceptional ratings and testimonials from Agents and various organizational leadership.
- Achieved individual and assigned team quotas through training and holding sales representatives accountable.
- Resolved customer complaints by investigating problems and developing solutions to preserve relationship and foster ongoing business opportunities.
- Tracked and analyzed sales data in Agents Analytics to generate forecasting reports and enhance selling propositions and training objectives.
- Liaised with Senior Agency Management and Operations Management, implementing strategies to support profit and growth.
Agency Field Consultant
State Farm Insurance
Hartford , CT
2001.07 - 2003.12
- Established first Independent Agency Force for State Farm in state of Connecticut.
- Trained/Hired over 90 Independent State Farm Agents.
- Personally helped locate office space, and negotiate leases for 45 agencies.
- Trained Agents to build detailed business plans that created long term success for their agency.
- Negotiated marketing partnerships with ESPN, University of Connecticut, and various community organizations.
- Collaborated with team members to achieve target results.
- Developed team communications and information for meetings.
- Identified issues, analyzed information and provided solutions to problems.
Agency Field Consultant
State Farm Insurance
Newark , New Jersey
1999.06 - 2001.06
- Worked with 35 Independent State Farm Agencies to achieve/exceed growth goals, and to implement various corporate initiatives.
- Introduced Financial products to portfolio of Insurance products offered by Agents in state.
- Moved over 60% of established Agents to get required licenses to produce Mutual Funds and Retirement Plans.
- Over 30% of my assigned agents achieved Presidents Club, highest level of production achievement within company.
- Worked with Senior Agency and Operational Leadership to implement organizational withdrawal from state of New Jersey.
- Educated Operational Employees and Agents in states of New York and New Jersey, on business of Insurance and why company was taking direction headed.
- Helped Agents determine if retirement, re-location to another state, or holding out in New Jersey was in their best interest. Then helping them through transitions of their choice.
Independent Insurance Agent
State Farm Insurance
Indianapolis , IN
1991.05 - 1999.05
- Maintained high standards of customer service by building relationships with clients.
- Sold Insurance and Financial Services using consultative selling techniques.
- Identified/built relationships with Centers of Influence, participated in community events/organizations, and actively marketed to wide range of prospects.
- Leader in state of Indiana for Auto/Home production every year. Qualified to Travel every year by hitting company goals in selling Life insurance. And Qualified President's Club last two years of agency for Health Insurance, by being ranked in top 50 of 18,000 Agents in company.
Auto Claim Representative
State Farm Insurance
Indianapolis , IN
1990.03 - 1991.05
- Worked productively in fast-moving work environment to process large volumes of claims.
- Consistently closed 10% more claims than other unit members.
- Examined reports, accounts and evidence to determine liability.
- Interviewed policyholders/claimants to verify information and obtain additional details.
- Negotiated settlements for claims within authority.
- Checked level and type of coverage and evaluated contracts.
- Oversaw claim recoveries, subrogation and salvage.
- Participated in claims that went to deposition or trial.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
Education
Bachelor of Arts - Criminal Justice
Indiana University Bloomington
Bloomington, IN05.1988
Certified Life Underwriter - Life Insurance Professional
The American College
Bryn Mawr, PA02.2002
Chartered Financial Consultant - Financial Services Professional
The American College
Bryn Mawr, PA05.2002
Chartered Advisor For Senior Living - Retirement Planning Professional
The American College
Bryn Mawr, PA10.2005
Skills
- Executive Leadership
- Change and Growth Management
- Relationship and Team Building
- Integrity and Transparency
- Community Outreach
- Talent Recruitment
Timeline
President
Kevin P Davis Insurance Agency Inc
2013.01 - Current
Agency Field Executive
State Farm Insurance
2004.01 - 2012.12
Agency Field Consultant
State Farm Insurance
2001.07 - 2003.12
Agency Field Consultant
State Farm Insurance
1999.06 - 2001.06
Independent Insurance Agent
State Farm Insurance
1991.05 - 1999.05
Auto Claim Representative
State Farm Insurance
1990.03 - 1991.05
Bachelor of Arts - Criminal Justice
Indiana University Bloomington
Certified Life Underwriter - Life Insurance Professional
The American College
Chartered Financial Consultant - Financial Services Professional
The American College
Chartered Advisor For Senior Living - Retirement Planning Professional
The American College
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