Developed customized insurance solutions to meet diverse client needs.
Conducted thorough risk assessments to determine appropriate coverage options.
Built and maintained strong client relationships through effective communication and follow-up.
Trained new agents on product knowledge and sales techniques to enhance team performance.
Implemented process improvements that streamlined policy issuance and enhanced customer satisfaction.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
As office manager I provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.
Streamlined administrative tasks, improving overall office efficiency and productivity.
Streamlined application processing, significantly reducing wait times for policy approvals and client satisfaction.
Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.
Generated leads through cold-calling, networking and other outreach methods.
Designed presentations and marketing materials to promote insurance products, for example, to senior high schools.
Conducted research and identified market trends to develop better strategies for sales.
Analyzed market trends to identify growth opportunities and adjust sales strategies accordingly.
Established strong relationships with clients to enhance customer satisfaction and retention rates.
220 P&C Insurance Agent
Carney Insurance
Tampa, FL
10.2006 - 10.2020
Specialized in sales and management of Property and Casualty Policies.
Developed strong client base and relationships providing excellent customer service and product knowledge to meet their needs.
Most importantly to maintain high industry regulations and standards.
Bank Financial Consultant
Bank One of Columbus, N.A.
Columbus, Ohio
01.1993 - 11.1998
Analyzed financial data to provide actionable insights for client investment strategies.
Developed comprehensive financial plans tailored to individual client goals and risk factors.
Collaborated with cross-functional teams to enhance service delivery and improve client satisfaction.
With two others officers created the first telemarketing department for a major bank in Ohio.
Contacted businesses with highest depository relationship highlighting the first depository relationship to pay daily interest to businesses.
Mentored junior consultants on best practices analysis and client relationship management.
Real Estate Agent
Carney Real Estate
Columbus, Ohio
03.1970 - 12.1975
Provided market analysis and property evaluations to guide clients in decision-making.
Managed negotiations between buyers and sellers to facilitate successful transactions.
Education
Bachelor of Science - Business Administration Undergrad
The Ohio State University
Columbus, OH
BBA - Business Management
Columbus State Community College
Columbus, OH
Skills
Relationship building
Sales team training
Staff management
Goals and performance
Motivational skills
Verbal and written communication
Product knowledge
Sales expertise
Sales presentations
Timeline
Insurance Sales and Sales Manager
Local Geico Office
10.2020 - 01.2026
220 P&C Insurance Agent
Carney Insurance
10.2006 - 10.2020
Bank Financial Consultant
Bank One of Columbus, N.A.
01.1993 - 11.1998
Real Estate Agent
Carney Real Estate
03.1970 - 12.1975
Bachelor of Science - Business Administration Undergrad