Knowledgeable Insurance Representative promoting more than 10 years' expertise successfully working for organizations in the State Government and business market. Courteous and cordial with a desire to take on challenges at a new company.
Overview
37
37
years of professional experience
Work History
Night Watchman
World Equestrian Center
Ocala, FL
10.2023 - Current
Safeguard all Customers highly priced horses in multiple barn areas making sure they stay safe throughout the night hours preforming multiple patrols.
Maintained accurate records of any visitors entering the building after hours.
Performed regular security patrols of the premises, checking for any suspicious activity or persons.
Safeguard all clients belongings and in barns areas.
Recorded details of all visitors in a logbook and checked their identification before granting access.
Conducted routine checks on all doors and windows to ensure they were secure.
Answered emergency calls from staff members working late shift hours.
Remained alert at all times while on duty, responding swiftly to potential threats or hazardous situations.
Identified suspicious activity to determine appropriate response.
Food Delivery Driver
DoorDash
Ocala, FL
10.2022 - Current
Carried food in insulated bags to maintain hot or cold temperature.
Picked up meals from local restaurants and dropped off at residential and business customer locations.
Documented time of delivery to record completion of order.
Collected tips from customers through hands-free electronic methods.
Delivered fresh food to customers across local area.
Communicated with restaurant staff to coordinate deliveries and obtain destination address.
Navigated local streets and highways with ease using GPS system.
Analyzed customer address to determine best route for timely delivery.
Planned and followed efficient routes using physical maps and GPS applications.
Followed safety rules to keep clean driving record with no accidents or incidents.
Maintained positive attitude and diplomacy when dealing with customers and other team members.
Maintained vehicle according to company and state safety requirements.
Independent Insurance Agent
Independent Agent
Ocala, FL
09.2021 - Current
Engaged customers and provided high level of service by carefully explaining details about documents.
Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Achieved repeat business and referrals through personalized services.
Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Agent
Capital Insurance
Lutz, FL
06.2013 - 09.2021
Responded promptly to customer service calls and inquiries from diverse groups of individuals.
Employed multimodal delivery methods to communicate with and target diverse audiences.
Reviewed State of Florida Employees benefits to help achieve personal life insurance and finical goals
Helped facilitate benefit seminars where a certified team member help them better understand the Florida Retirement System
Solicited and scheduled meetings with potential clients to build roster.
Leveraged software to create or format proposals, presentations and correspondence.
Managed public relations for clients by arranging interviews with in personal or remote with various remote platforms.
Created marketing strategies to boost clients in various media.
Sales Manager
Shadow Truck and Trailer
Ocala, FL
01.2007 - 06.2012
Created and maintained sales environment to support business objectives.
appraised Horse trailer trades based on fair dealer market value at that time.
Trained sales folks on how to sell our exclusive new market in the shadow market line.
Ordered new inventory of trailers from Shadow trailer manufacturer.
Handled all the web marketing of inventory, photographed, uploaded and rotated inventory on a regular basis based on market conditions to make sure inventory would stay in premium areas on all the major horse trailer sites and our own personal website for new and used inventory.
Developed successful strategies and goals to penetrate new territories by assessing competitor offerings and approaches.
Account Executive
V12 Marketing
Ocala, FL
07.2001 - 01.2007
Identified customer needs by asking questions and advising on best solutions.
Implemented sustainable strategies to grow quality traffic to brand-specific client websites.
wrote and produced :60 and :30 radio advertisements negotiated and bought time with local radio stations
Reviewed customers' products, advertising history and business to identify effective advertising solutions.
Prepared sales presentations or proposals to explain product specifications or applications.
Collaborated with key decision makers to identify opportunities and develop ideas to deliver sales results.
Listened to customer needs to identify and recommend best products and services.
Advertising Assistant
O and O advertising
Grand Rapids, MI
08.1998 - 08.2001
Performed administrative tasks to support strategic initiatives.
Maintained positive working relationship with fellow staff and management.
Monitored office services mailbox for business support needs and requests.
Developed scripted ad content to enhance client marketing strategies.
Assisted with set up for social events and food deliveries.
Reserved and managed meeting room availability.
Received and distributed mail, letters and packages.
Farm Worker
Parents Farm
Grand Rapids , MI
01.1988 - 01.1993
Refilled feed and water for livestock, adhering to feeding schedules.
Cleaned and maintained animal pens by raking up manure and putting down fresh straw and hay.
Brought horses in and out to pasture at times assigned by farm manager.
Swept and blew aisle ways and used pressure washer to maintain and clean barn.
Cut grass, trimmed trees and bushes and blew clippings off pavement.
Education
215 Life Health VA
Florida School of Insurance
Tampa, FL
10.2011
Grand Valley State University
Allendale, MI
06.2001
Transferred To Grand Valley St.
Santa Fe College
Gainesville, FL
06.1999
High School Diploma -
Forrest Hills Northern Hight School
Grand Rapids, MI
06.1997
Skills
Customer Follow-Up
People Skills
Client Prospecting
Critical Thinking
Service Oriented
Underwriter Selection
Client Account Management
Lead Development
Order Verification
Up-to-Date Auto Insurance
Smartphone with Unlimited Data
Excellent Communication
Good Driving Record
Hardworking and Responsible
Reliable Vehicle
Safe Driving
Customer Service
Valid Driver's License
Quick Learner
Phone Orders
Time Management
Cross-Selling and Upselling
Insurance Sales Strategy
Email Marketing
Financial Needs Assessment
Client Interviews
Service-Oriented
CRM Software
Client Retention
Policy Changes
Policyholder Communication
Insurance Coverage Verification
Insurance Policy Sales
Clientele Development
Document Control
Asset Protection Expertise
Marketing Strategy Development
Persuasive Negotiation
Accomplishments
Blue Vase Award for Life Insurance Production 2012 American National Insurance Agency
New Agent of the Year 2015 Capital Insurance Company
$100,000 In Life Insurance Submitted Premium Award 2015 Capital insurance company
Timeline
Night Watchman
World Equestrian Center
10.2023 - Current
Food Delivery Driver
DoorDash
10.2022 - Current
Independent Insurance Agent
Independent Agent
09.2021 - Current
Agent
Capital Insurance
06.2013 - 09.2021
Sales Manager
Shadow Truck and Trailer
01.2007 - 06.2012
Account Executive
V12 Marketing
07.2001 - 01.2007
Advertising Assistant
O and O advertising
08.1998 - 08.2001
Farm Worker
Parents Farm
01.1988 - 01.1993
215 Life Health VA
Florida School of Insurance
Grand Valley State University
Transferred To Grand Valley St.
Santa Fe College
High School Diploma -
Forrest Hills Northern Hight School
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