Nicholas Smith
Licensed Insurance Representative
Hartville,OH
Summary
- Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
- Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
- Experienced with client relationship management, risk assessment, and policy customization. Utilizes in-depth industry knowledge to provide tailored insurance solutions. Track record of building strong client relationships and ensuring client satisfaction.
Overview
8
8
years of professional experience
2
2
Certifications
1
1
Language
Work History
Licensed Insurance Agent
State Farm
06.2024 - Current
- Provided coverage option information to assist clients in protecting assets.
- Calculated quotes and educated potential clients on insurance options.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
Licensed Insurance Broker
Final Expense Services
03.2023 - 05.2024
- Streamlined the insurance application process for clients, reducing time spent on paperwork and improving overall efficiency.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Developed strong relationships with clients, resulting in a high level of trust and repeat business.
- Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
Territory Sales Manager
IGS Energy
12.2022 - 12.2023
- Targeted prospects in other territories through careful research of competitor products, services, and trends.
- Maintained a deep understanding of industry trends, enabling informed decisions on sales strategies and product offerings.
- Set ambitious yet achievable sales targets for the territory team; provided motivation through ongoing coaching and guidance towards goal attainment.
- Developed customized solutions based on client needs, resulting in increased customer satisfaction and loyalty.
Property Management and Contractor
Independent Contracting
01.2020 - 12.2022
- Daily maintenance of home repairs and rental property repairs, also landscape of property.
- Implemented changes requested by designers, owners, or inspectors to conform to specifications or updated demands.
FedEx Driver
Lun Express LLC
08.2020 - 06.2021
- Delivery of all packages in a set geographic area.
- Followed proper safety procedures and protocols while loading, unloading and operating vehicles.
- Completed routine pre- and post-trip inspections to evaluate vehicles and assess maintenance needs.
Yard Foreman
Carter Lumber
03.2018 - 02.2020
- Collaborated with suppliers and vendors, negotiating favorable terms for materials and services procurement.
- Loaded and unloaded trucks with loaders, forklifts and other heavy equipment and supervised routine maintenance, inspection and registration to maintain good operating condition.
- Conducted regular performance reviews for staff members, providing constructive feedback on areas requiring improvement.
Part Time Merchandising
Pepsi Beverage Company
12.2017 - 06.2018
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked effectively in fast-paced environments.
Education
Associate of Arts - Criminal Justice
Stark State College
North Canton, Ohio05-2016
No Degree - College Preparation
Green High School
Green, Ohio05-2008
Skills
Insurance sales
Sales
Client relationship management
Negotiation techniques
Professional networking
Client relations
New client acquisition
Negotiation
Door-to-door
Customer service
Outside sales
Computer skills
Cold calling
B2B sales
Organizational skills
Microsoft Office
Outbound sales
Business development
Certification
Property and Casualty License
Timeline
Licensed Insurance Agent
State Farm
06.2024 - Current
Property and Casualty License
05-2024
Licensed Insurance Broker
Final Expense Services
03.2023 - 05.2024
Territory Sales Manager
IGS Energy
12.2022 - 12.2023
Life, Health and Accident Insurance License
10-2022
FedEx Driver
Lun Express LLC
08.2020 - 06.2021
Property Management and Contractor
Independent Contracting
01.2020 - 12.2022
Yard Foreman
Carter Lumber
03.2018 - 02.2020
Part Time Merchandising
Pepsi Beverage Company
12.2017 - 06.2018
Associate of Arts - Criminal Justice
Stark State College
No Degree - College Preparation
Green High School