Summary
Overview
Work History
Education
Skills
Contact
Timeline
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Mike Nunley

STANSBURY PARK,UT

Summary

Seasoned professional in the insurance industry, leadership, and financial services with solid background in developing client relationships and executing strategic sales plans to increase market share. Skilled in analyzing insurance trends to provide clients with tailored investment advice, leading to informed decision-making and protection. Demonstrated ability to negotiate and close deals effectively, resulting in sustained revenue growth and client satisfaction. Successfully collaborated with teams to innovate sales approaches that align with changing financial landscapes.

Overview

25
25
years of professional experience

Work History

Farm Bureau Financial Services Agent

FBFS
Stansbury Park, UT
03.2022 - Current
  • Implemented effective client retention strategies resulting in high satisfaction and referral rates.
  • Resolved customer complaints promptly while ensuring adherence to company policies.
  • Attended conferences and networking events to stay abreast of industry developments.
  • Conducted risk assessments to tailor financial advice and strategies to individual client profiles.
  • Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
  • Established strong and positive working relationships within organization to contribute to team success.
  • Conducted regular reviews of customer accounts to assess performance against goals.
  • Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.

ALLSTATE AGENCY OWNER

Allstate Insurance Co
STANSBURY PARK, UT
12.2006 - 03.2022
  • Planned, coordinated, organized and directed all agency operations.
  • Called potential clients to promote business offerings and expand customer base
  • Met with customer, assessed situations and put together personalized plans.
  • Engaged with customers and provided high level of service by carefully explaining details about insurance products and financial services.
  • Presented and explained product options to clients based on stated needs and goals.
  • Pursued continuing education and training programs to increase professional development.
  • Consulted with clients to assess and meet short- and long-term protection goals.
  • Oversaw budget administration, bi-weekly payroll and accounting functions.
  • Interviewed prospective clients to learn about needs.
  • Motivated CSRs and producers to accomplish challenging objectives.
  • Analyzed clients' current coverage and suggested additions or changes to deliver better offerings.
  • Customized policy coverage to suit individual clients according to specific needs.

ALLSTATE AGENCY OFFICE MANAGER

Allstate Insurance Co
Salt Lake City, UT
04.2000 - 12.2006
  • Mitigated regulatory risks by guaranteeing program requirements met compliance standards.
  • Oversaw CRM updates and backups, report generation and troubleshooting requisition.
  • Discussed performance-based objectives with department managers to determine contributory value of office programs.
  • Cultivated community relations and worked with teams to optimize programs.
  • Streamlined back office services for clients to promote proper functionality and positive user experience.
  • Developed long-term budgets covering office supplies and equipment maintenance to meet organizational demand.
  • Planned for major business changes, including system conversions and office moves.
  • Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.

Education

Some College (No Degree) -

Dixie State University
Saint George, UT

Skills

  • Relationship Building
  • Proficient in Microsoft Office
  • Professional Development
  • Problem Solving
  • Collaborative Leadership
  • Effective Multitasking Skills
  • Friendly, positive attitude
  • Active listening
  • Computer skills
  • Clear Verbal Communication
  • Comprehensive Project Management
  • Team-Based Decision-Making
  • Customer service
  • Strong Organizational Skills
  • Team management

Contact

MIKE NUNLEY 

435-830-6629

Timeline

Farm Bureau Financial Services Agent

FBFS
03.2022 - Current

ALLSTATE AGENCY OWNER

Allstate Insurance Co
12.2006 - 03.2022

ALLSTATE AGENCY OFFICE MANAGER

Allstate Insurance Co
04.2000 - 12.2006

Some College (No Degree) -

Dixie State University

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Mike Nunley