Patrick Maxwell
Lindenhurst,IL
Summary
A licensed insurance professional with over sixteen years of experience and most of those years were spent building two independent insurance agencies from scratch. This has given me tremendous knowledge in agency management, sales training, customer satisfaction, lead generation, retention, and continuously meeting sales goals. I'm currently seeking a position offering new challenges and opportunities for career growth and advancement.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Account Manager
Marsh McLennan
12.2022 - Current
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution
- Developed customized account plans for clients to help them achieve their business goals
- Increased client satisfaction by building strong relationships and addressing their needs promptly
- Conducted regular account reviews to identify areas for improvement and ensure continued success
- Negotiated contract terms with clients, securing favorable agreements for both parties
- Established clear communication channels between clients and internal teams, ensuring seamless project execution
- Educated clients on new products or services to increase customer engagement with brand
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue
- Developed and implemented strategies to increase client retention.
Agency Principal
Midwest Insurance Partners
01.2017 - 12.2022
- Launched a scratch Agency in 2017
- Obtained contracts with 24 different insurance companies
- Trained all new Sales and Service staff
- Increased team productivity by implementing streamlined processes and effective communication strategies
- Maintained accurate records of all insurance transactions using computer software systems.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Agency Principal
Maxwell Insurance Group
04.2011 - 12.2016
- Launched a scratch Agency in 2011
- Maintained accurate records of client information including contact details, policy numbers, premium payments, claims history.
- Advised clients on how best to manage risks associated with their businesses or personal lives.
- Built strong relationships with external vendors such as brokers or insurers in order to negotiate better deals for clients.
- Identified opportunities for cross-selling additional products or services within existing accounts.
Sales Producer
Allstate Insurance
02.2009 - 04.2011
- Generated new business through cold-calling, networking, referrals, and other lead sources.
- Maintained accurate records of all sales transactions using CRM software.
- Identified cross-selling opportunities within existing customer accounts.
Sales and Service Team Member
State Farm Insurance
02.2008 - 02.2009
- Negotiated with potential customers to close deals in a timely manner.
- Advised clients on coverage amounts needed based on individual circumstances.
- Created customized presentations tailored to individual client needs.
Education
High School Diploma -
Warren Township High-School
06.2003
Skills
- Consultative Selling
- Customer Retention
- Closing Abilities
- Commercial Insurance Sales
- Life Insurance Sales
- Time Management
- Employee Training
- Sales Management
- Account Servicing
- Needs Analysis
- Contract Negotiation
- Carrier Relations
Certification
- Life Insurance, 2016
- Property & Casualty Insurance, 2008
Timeline
Account Manager
Marsh McLennan
12.2022 - Current
Agency Principal
Midwest Insurance Partners
01.2017 - 12.2022
Agency Principal
Maxwell Insurance Group
04.2011 - 12.2016
Sales Producer
Allstate Insurance
02.2009 - 04.2011
Sales and Service Team Member
State Farm Insurance
02.2008 - 02.2009
High School Diploma -
Warren Township High-School
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