Leonard Beetz
Brooksville,FL
Summary
Top performing Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great communication skills. Well versed in managing and motivating agents to reach personal and sales goals.
Overview
9
9
years of professional experience
Work History
Independent Insurance Broker / Field Manager
Secure Brokers LLC
09.2020 - Current
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Developed comprehensive marketing plans to promote insurance products to potential clients.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Attended industry conferences to stay informed of latest products and trends.
- Educated clients on insurance policies and procedures.
- Generated leads through networking and other outreach methods.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Implemented systems and procedures to increase sales.
- Manage 6+ Agents submitting 1000+ client applications per year
Kitchen Manager
Rookies Sports Bar And Grill
01.2015 - 08.2020
- Conducted daily checks of refrigerators and freezers to verify proper food storage, container labeling, and surface cleaning.
- Inspected stock to identify shortages, replenish supply and maintain consistent inventory.
- Checked and tested foods to verify quality and temperature.
- Implemented and maintained food safety and sanitation standards to establish safe handling and preparation of food.
- Developed kitchen staff through training, disciplinary action, and performance reviews.
- Delegated food preparation duties down to cooks and followed up with cooks to verify proper preparation and production of meals.
- Scheduled and received food and beverage deliveries, adhering to food cost and budget.
- Calculated prices of ingredients to monitor food costs and control expenses.
- Developed and maintained professional relationships with suppliers to acquire high-quality ingredients and products with reasonable prices.
- Overseen kitchen operation to maximize efficiency.
- Managed staff of 20+ employees
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ02.2023
Skills
- Market research
- Customer Retention
- Customer Needs Assessment
- Adaptability
- Strategic planning
- Networking abilities
- Attention to detail
- In-depth product knowledge
- Computer proficiency
- Organizational skills
- Decision making
- Interpersonal skills
- Sales expertise
- Time management
- Problem solving
- Team collaboration
Accomplishments
Lead sales agent 2020, 2021, 2022, and 2023
Timeline
Independent Insurance Broker / Field Manager
Secure Brokers LLC
09.2020 - Current
Kitchen Manager
Rookies Sports Bar And Grill
01.2015 - 08.2020
Bachelor of Science - Business Management
University of Phoenix
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