MELVIN JORDAN
Flowery Branch
Summary
Experienced insurance professional with a strong background in the insurance industry. Dedicated to delivering customized insurance solutions to clients. Successfully managed and expanded a diverse portfolio, prioritizing client satisfaction and retention. Known for effective communication and negotiation skills. Adept at adapting to ever-changing market conditions.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Melvin Jordan Agency LLC
04.2024 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
- Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
- Monitored policy renewals closely to ensure the ongoing protection of clients'' assets and prompt communication regarding any changes or updates required.
- Boosted sales revenue by building strong relationships with clients and identifying cross-selling opportunities.
Independent Adjuster
Independently Employed
10.2022 - Current
- Traveled to on-site locations of loss on scheduled or sudden notice, addressing phone-recorded statements, securing photos and measurements and documenting scope of property damage
- Negotiated settlement of claims of varying complexity and peril, achieving prompt, fair and equitable settlement of claim in cases of policy liability
- Affirmed or denied coverage of claims based on facts and policy terms and conditions, developing information necessary to make advance, partial and final payments when appropriate
- Reviewed and utilized financial statements to adjust moderately-sized business interruption losses subject to claims and potential payouts
Insurance Agency Owner
Farmers Insurance Company
04.2021 - 04.2024
- Consulted with customers to assess needs and propose optimal solutions
- Trained and motivated employees to perform daily business functions
- Put together realistic budgets based upon costs and fees for successfully operating business
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
- Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
- Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
Insurance Sales Agent
Allstate Insurance
08.2020 - 04.2021
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
Sales Manager
Athens Chevrolet
02.2018 - 09.2020
- GM certified (Chevrolet) and Experienced with eleads CRM
- Motivated sales team to exceed sales quotas through friendly Competition and other incentive programs
- Overcame objections and closed sales while following company policies and legal requirements
- Trained and supported sales force with closing deals
Sales Floor Manager/ Exchange Manager
Hayes Dodge Chrysler Jeep Ram
02.2014 - 02.2018
- Complete and close deals with other sales associates apart from my own deals
- Work service customer in service as the exchange manager
- Appraised vehicles
- Competition and other incentive programs
- Taught salespeople to close deals and improve sales performance to increase revenue for company
Sales Consultant/Floor Manager
Maxie Price Chevrolet
03.2011 - 02.2014
- Assist customers with vehicle purchase and finances, directed Internet and BDC, structured deals, trained new sales staff on the sales process and objections, took turns to close deals, worked as back up finance, sold insurance and finance products
- Averaged 20+ cars sold a month with 100% Satisfied CSI SCORES when I sold on the floor
- Expert on Road to the Sale
- Fact finding, good attitude, prospecting, focused on the sales process, follow and enforce the road to the sale, tech savvy, sales marketing, social media marketing, superior customer service, desire to excel
Education
Bachelor's - Business Marketing and Management
Gwinnett Technical College
Lawrenceville, GA01.2012
Skills
- Account management
- Management
- Client needs analysis
- Sales management
- Leadership
- Customer service
- Insurance Sales
- CRM software
- Salesforce
- Sales
- B2B sales
- Marketing
- Outside sales
- Communication skills
- Business development
- Policy analysis
- Goal-oriented mindset
- Insurance products
- Licensed insurance agent
Certification
- GM Certification
- Driver's License
- Insurance Producer License
- Insurance Adjuster License
- Property & Casualty License
- Life & Health Insurance License
Personal Information
Willing To Relocate: Anywhere
Timeline
Independent Insurance Agent
Melvin Jordan Agency LLC
04.2024 - Current
Independent Adjuster
Independently Employed
10.2022 - Current
Insurance Agency Owner
Farmers Insurance Company
04.2021 - 04.2024
Insurance Sales Agent
Allstate Insurance
08.2020 - 04.2021
Sales Manager
Athens Chevrolet
02.2018 - 09.2020
Sales Floor Manager/ Exchange Manager
Hayes Dodge Chrysler Jeep Ram
02.2014 - 02.2018
Sales Consultant/Floor Manager
Maxie Price Chevrolet
03.2011 - 02.2014
Bachelor's - Business Marketing and Management
Gwinnett Technical College
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