Lamont Garrett
Chesapeake,VA
Summary
Knowledgeable Insurance Agent with over 17 years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.
Last year was not the best year for me to start a business. I'm looking to achieve work/life balance for my family by seeking employment over ownership. As a father and a husband, their welfare is my first priority. I'd rather work for someone and be available to them and my best self.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agency Owner
Goosehead
Chesapeake, VA
03.2024 - Current
- Created and implemented strategies for increasing customer base, developing relationships with existing customers, and expanding the agency's market share.
- Developed and maintained a thorough understanding of company products, services, policies, procedures and regulations.
- Managed daily operations including sales tracking, budgeting, forecasting, payroll administration and staff development.
- Assessed client risk profiles and recommended appropriate coverage plans.
- Provided advice to customers on insurance-related matters.
- Built relationships with external parties, such as carriers, vendors, and regulators.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Utilized industry software tools such as rating engines and quoting systems.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Maintained up-to-date knowledge of industry trends and regulations.
- Attended networking events to build new contacts in the industry.
- Performed administrative tasks such as preparing invoices, updating records.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Participated in training sessions aimed at improving product knowledge.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Made appointments with potential clients to discuss products.
- Provided information and answered questions via personal meetings, telephone calls and email.
Multi-Line Insurance Agent
GEICO
Virginia Beach, VA
08.2006 - 01.2023
- Assisted customers in selecting appropriate insurance policies to meet their needs.
- Provided advice to clients on coverage options, riders, endorsements and other policy-related matters.
- Informed customers of the different types of insurance available and explained associated fees and costs.
- Educated clients on proper use of insurance products, including filing claims procedures.
- Generated quotes for multiple lines of insurance coverage for prospective clients. My team spearheaded (2008 on) what's now referred to as bundling for clients providing multi-line, multi-state solutions for applicants moving for the military and or needing 1 person to do a comprehensive overview of their situation.
- Analyzed client data such as age, income level, assets and liabilities to determine appropriate coverage levels.
- I worked on larger projects for underwriting department. Previously held licenses in all 50 states and DC. Multi-line, state agents were pulled into to work case studies for the larger company initiatives.
- Disaster Salvage projects to help the company dispose of salvaged items according to established guidelines.
- Reconciled discrepancies between physical inventories and computerized records systems.
- Analyzed customer feedback data to identify opportunities for improved service levels.
Education
High School Diploma -
Old Dominion University
Norfolk, VASkills
- Staff Development
- Policy analysis
- Industry Trends
- Regulatory Compliance
- Business Development
- Quality Assurance
- Sales oversight
- Customer Service
Affiliations
- Member of NAREB
- BNI Member (Virtual Chapter)
- Volunteer actions with So Everyone May Eat
Accomplishments
- GEICO Gold, Silver and Bronze tier Sales Awards
Certification
- Current Property and Casualty License for VA NC and MD
- Previously held Life and Annuities
References
References available upon request.
Timeline
Insurance Agency Owner
Goosehead
03.2024 - Current
Multi-Line Insurance Agent
GEICO
08.2006 - 01.2023
High School Diploma -
Old Dominion University
- Current Property and Casualty License for VA NC and MD
- Previously held Life and Annuities
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