Orlando Jordan
Lathrup Village ,MI
Summary
Dynamic professional with extensive expertise in client relationship management and strategic planning, particularly at Farmers Insurance. Demonstrated success in optimizing delivery schedules and elevating customer satisfaction. Proficient in risk assessment and problem-solving, consistently achieving operational excellence while cultivating robust partnerships. Dedicated to driving results and surpassing client expectations.
Overview
26
26
years of professional experience
Work History
Contractor Truck Driver
Self-employeed
Lathrup Village, MI
08.2024 - Current
- Operated trucks to transport goods safely and efficiently across various routes.
- Conducted pre-trip inspections to ensure vehicle safety and compliance with regulations.
- Managed delivery schedules to optimize routes and minimize delays.
- Maintained accurate logs of driving hours, mileage, and cargo transported.
- Communicated with clients regarding delivery status and any potential issues.
Insurance Agent
National General
10.2023 - 08.2024
- Agents are responsible for using various systems to track, gather information and answer customer inquiries as well as identifying customer needs and meeting those needs using our sales tools and techniques.
AGENT OWNER
FARMERS INSURANCE
10.2021 - 10.2023
- The primary responsibility of the position is to drive and grow new business revenue.
- Client Relationship Management
- In this role, you will oversee and nurture client relationships, serving as the primary point of contact for all client interactions.
- Your responsibilities will include maintaining regular communication with clients, understanding their needs, and addressing any concerns promptly.
- By consistently meeting client requirements and expectations, you will help foster trust and long-term partnerships, ensuring an elevated level of satisfaction throughout every stage of the engagement.
- This will require you to serve as their advocate within Farmers to provide them with a comprehensive portfolio of solutions and options.
Agent
Family First Life
05.2021 - 10.2021
- Advise clients on financial planning and investment strategies.
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals.
- Review and communicate portfolio performances to clients.
Commercial agent
CBIS INDEPENDENT AGENCY
06.2020 - 05.2021
- Manage an assigned book of mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact.
- Activities include new and renewal marketing, fielding questions and requests and coverage review.
- Market both new and renewal accounts to insurance carriers to secure quotes and place insurance.
- Oversee service items including policy changes, audits, certificates of insurance, billing, etc.
- Build and maintain customer relationships.
- Special projects as assigned.
- Communicates and delivers the value that VTC Insurance Group brings even to the most challenging customers.
- Performs all other related duties as assigned.
Financial Services Representative
New York Life Insurance Company
Southfield, Michigan
03.2014 - 05.2020
- Established strong relationships with new and existing clients to enhance service delivery.
- Prospected clients to build a robust book of business.
- Educated customers on available investment options and financial services.
- Assisted clients with account inquiries and financial product information.
- Maintained current knowledge of financial regulations and compliance standards.
- Engaged in training and development meetings to expand financial expertise.
- Conducted financial conversations with clients and prospects to identify needs and provide tailored solutions.
Team Member Agent
State Farm Insurance
Sterling Heights, Michigan
06.2011 - 03.2014
- Managed and serviced small business accounts to ensure client satisfaction.
- Collaborated with team members to streamline workflow processes.
- Marketed new and renewal accounts to insurance carriers for competitive quotes.
- Oversaw policy changes, audits, certificates of insurance, and billing processes.
- Built and maintained strong customer relationships to enhance retention.
- Completed special projects as assigned to support operational goals.
Personal Lines Insurance Sales Agent
Allstate Insurance Co.
Livonia, Michigan
08.2007 - 06.2011
- Serviced small business account portfolio to enhance client satisfaction.
- Advised clients on personal lines insurance options and tailored coverage needs.
- Resolved inquiries and addressed issues promptly to provide exceptional customer service.
- Secured quotes and placed insurance by marketing new and renewal accounts to carriers.
- Oversaw policy changes, audits, and billing processes to ensure compliance.
- Cultivated strong customer relationships, improving retention rates.
- Managed special projects as assigned to align with departmental goals.
E-4
US Navy/ US Air Force
Yokosuka , Japan
10.1999 - 07.2010
- Directed flight operations, ensuring adherence to safety regulations and compliance standards.
- Supervised teams to uphold high operational efficiency and performance standards.
- Trained new staff on operational protocols and emergency response procedures.
- Managed multiple concurrent projects while meeting tight deadlines and maintaining quality.
- Coordinated with air traffic controllers to guarantee safe flight navigation.
- Collaborated with cross-functional teams to improve mission effectiveness.
- Delivered pre-flight briefings to crews, covering weather conditions and critical updates.
Education
High School -
Laura F Osborn High School
Detroit, MISkills
- Management and leadership
- Client communication
- Delivery scheduling
- Equipment maintenance
- Risk assessment
- Customer relationship management
- Problem solving
- Time management
- Interpersonal communication
- Customer service excellence
- Sales strategies
- Team collaboration
- Defensive driving training
- Safe driving practices
- Inclement weather driving techniques
- Fuel efficiency optimization
- Strategic planning
Timeline
Contractor Truck Driver
Self-employeed
08.2024 - Current
Insurance Agent
National General
10.2023 - 08.2024
AGENT OWNER
FARMERS INSURANCE
10.2021 - 10.2023
Agent
Family First Life
05.2021 - 10.2021
Commercial agent
CBIS INDEPENDENT AGENCY
06.2020 - 05.2021
Financial Services Representative
New York Life Insurance Company
03.2014 - 05.2020
Team Member Agent
State Farm Insurance
06.2011 - 03.2014
Personal Lines Insurance Sales Agent
Allstate Insurance Co.
08.2007 - 06.2011
E-4
US Navy/ US Air Force
10.1999 - 07.2010
High School -
Laura F Osborn High School