Lathan Hendricks
Prosper,TX
Summary
Results-driven insurance professional with over 6 years of experience in personal and commercial lines, specializing in property, casualty, and life insurance. Proven track record of managing and growing multimillion-dollar books of business while maintaining high client retention. Skilled in client relationship management, risk assessment, and team leadership, with experience in hiring, training, and performance development. Dedicated to delivering tailored insurance solutions that protect clients’ assets and provide long-term financial security.
Overview
6
6
years of professional experience
Work History
Associate
Rollo Insurance Group
07.2022 - Current
- Manage and grow a book of business generating over $1M in annual revenue.
- Achieve a client retention rate exceeding 87% across 400+ active accounts.
- Provide comprehensive coverage solutions, including life insurance policies, tailored to client needs.
- Assess the needs of clients and develop solutions to complex risk situations.
- Lead hiring, training, and performance reviews, building a strong and collaborative team.
Agent
Texas Farm Bureau Insurance
05.2019 - 07.2022
- Manage and advise over 350 policy holder accounts.
- Leading in the agency in client acquisition for the year while maintaining a 93% customer retention rate.
- Ensure timely and professional bidding, as well as identifying potential new and repeat business through prospecting and retargeting through CRM system.
- Address difficult situations in a sensitive, fair and respectful manner, working closely with clients, adjusters, and third parties.
- Effectively handle multiple, concurrent projects and met strict deadlines while balancing workload with minimal supervision.
Education
Bachelor of Business Administration - Management
Texas State University
San Marcos, TX08.2018
Skills
- Client Relationship Management
- Risk Assessment & Policy Development
- Sales Growth & Retention Strategies
- Team Leadership & Training
- CRM & Agency Management Systems
- Microsoft Office Suite
Awards
Insurance Licenses, Life, Accident, Health and HMO, Property and Casualty, Texas Farm Bureau Insurance, Awarded: Professional Agent Winner, 2019, Students in Free Enterprise (Enactus) 2017 - 2018, Semi-Finalist at Enactus National Championship, Spring 2018, Awarded: Best Start Up Business in Entrepreneurial Studies 2017
Timeline
Associate
Rollo Insurance Group
07.2022 - Current
Agent
Texas Farm Bureau Insurance
05.2019 - 07.2022
Bachelor of Business Administration - Management
Texas State University
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