Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Nick Harner

412 Brookview Ct, Harrisburg,PA

Summary

Accomplished Insurance Agent with a proven track record at Grove Financial & Associates, adept in client assessment and risk mitigation. Leveraged financial analysis software and exceptional client relations skills to enhance customer satisfaction and loyalty. Successfully developed and implemented strategies, boosting client base and ensuring comprehensive coverage solutions.

Overview

15
15
years of professional experience

Work History

Insurance Agent

Grove Financial & Associates
Mechanicsburg, PA
07.2022 - Current
  • Developed appropriate quotes based on risk information.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Updated and maintained databases with current information.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Maintained accurate records of all insurance transactions using computer software systems.

Owner

Harner Insurance & Financial Services
Harrisburg, PA
01.2016 - 06.2022
  • Conducted performance reviews for employees on a regular basis.
  • Researched potential partners in order to expand services offered.
  • Analyzed client business needs and assisted in determining appropriate resources and strategies.
  • Developed and implemented successful sales strategies to meet business goals.
  • Provided direction and guidance to employees.
  • Reviewed legal documents related to business operations.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Prepared staff work schedules and assigned team members to specific duties.

Insurance

Donald B Harner Agency
Harrisburg, PA
12.2009 - 12.2015
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Developed appropriate quotes based on risk information.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Processed payments received from clients promptly according to established procedures.
  • Educated customers on the importance of maintaining adequate insurance coverage.

Education

Bachelor of Science - Sports Management

Lock Haven University
Lock Haven, PA

Skills

  • Client assessment
  • Financial analysis software
  • Prospective client identification
  • Client relations
  • Customer follow-up
  • Account management
  • Client retention
  • Negotiation
  • Email marketing
  • New client acquisition
  • Upselling
  • Cold calling
  • Leads prospecting
  • Client account management
  • Client needs analysis
  • Policy writing
  • Quotes and sales
  • Policy renewals
  • Negotiation abilities
  • Customer service
  • Employee management
  • Interviewing

Affiliations

  • West Hanover baseball coach (2024-present)
  • CBABA basketball coach (2024-present)

Timeline

Insurance Agent

Grove Financial & Associates
07.2022 - Current

Owner

Harner Insurance & Financial Services
01.2016 - 06.2022

Insurance

Donald B Harner Agency
12.2009 - 12.2015

Bachelor of Science - Sports Management

Lock Haven University

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Nick Harner