Phil Short
Brandon,MS
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
30
30
years of professional experience
Work History
Insurance Sales Agent
Primerica
BRANDON, MS
12.2020 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, Microsoft and calculator.
- Met with customers to provide information about available products and policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Quoted and calculated premium rates for policies, using rate book, Primerica App and calculator.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Identified and solicited sales prospects in agency databases.
Assistant Principal
Jackson Public School District
Jackson, Mississippi
07.2019 - Current
- Supervised and evaluated teaching and support staff through instructional leadership and professional development.
- Modeled expected and appropriate leadership to promote teaching staff and administrative personnel's positive interaction with students and families.
- Oversaw schedule management and protocols for orientation, registration and related activities.
- Trained teachers on effective teaching techniques, classroom management strategies and behavior modification.
- Built productive relationships with parents of students facing difficult situations at school or at home.
- Performed classroom evaluations to assess teacher strategies and effectiveness.
- Administered personnel policies and procedures and approved professional staff additions.
- Assisted with compliance efforts for fire and other safety regulations.
- Built and maintained positive relationships with diverse stakeholders, such as parents, school volunteers and outside agencies.
- Monitored student behavior and enforced discipline policies.
- Supported special education department by developing programs and protocols for at-risk youth and students with special needs.
- Partnered with Principal to administer school program in alignment with vision and goals, providing positive, high-expectation academic environment.
- Supported hiring, training, and disciplinary action in compliance with legal guidelines and requirements.
- Defined and enforced student academic achievement standards in line with district goals and objectives.
- Encouraged interdepartmental and cross-functional teams collaboration in development and support of student activities, programs and lessons.
Administrator/Athletic Director/Head Varsity Football Coach
Greenville Public School District
Greenville, Mississippi
06.1992 - 06.2017
- Worked with offensive and defensive coaches to develop cohesive football program.
- Evaluated individual knowledge, skills and strengths and assigned team positions to maximize talent areas.
- Established clear benchmarks for performance and monitored individual and team progress.
- Instilled discipline and principles of good sportsmanship in players.
- Held special events to promote camaraderie among teammates, families and community members.
- Cultivated community and media relations through social media and other communication channels to support program.
- Coordinated with parents, boosters and other resources to meet team needs involving equipment and travel arrangements.
- Promoted stretching, mobility work and proper form to help athletes safely build strength.
- Prepared athletes for special competitions and tournaments.
- Implemented exercise programs and training strategies to bolster individual and team performance.
- Motivated athletes to become stronger, more agile and more effective through training habits and proper nutrition.
- Maintained equipment, facilities and inventory to avoid accidents, mishaps and damage.
- Increased player strength, agility and game skills through successful practices.
- Educated players on nutrition and positive life choices for better health and performance.
- Developed game plans and adjusted to meet various game situations.
- Coordinated special events such as pre-season tryouts, training camps and special workshops to support team goals.
- Evaluated tapes of competition matches to assess strategies and plan counter approaches.
- Promoted proper stretching, warmups and conditioning exercises to prevent sports injuries.
- Trained athletes in proper use of equipment for safety and maximum results.
Loan Officer/Loan Processor/Adjuster
Fleet Financial Group
Greenville, MS
01.1995 - 01.1996
- Recommended loan approvals and denials based on customer loan application reviews.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Advised clients on mortgage, education and personal loans.
- Maintained strict confidentiality of bank records and client information.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Compiled closing packages for drafting and presentation accuracy.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Assessed aging accounts and initiated collection strategies based on conditions.
- Explained very technical financial information to applicants in easy to understand language.
Education
Master of Science - Education (Counseling)
Alcorn State University
Lorman, MS05.2004
BBA - Marketing
Delta State University
Cleveland, MS05.1992
Skills
- Product knowledge
- Client Account Management
- Account retention
- Loss analysis
- Large account management
- Life insurance
- Claims reporting systems
- Quote information
- Client needs analysis
- Quotes and sales
- Asset protection
- Account management
Timeline
Insurance Sales Agent
Primerica
12.2020 - Current
Assistant Principal
Jackson Public School District
07.2019 - Current
Loan Officer/Loan Processor/Adjuster
Fleet Financial Group
01.1995 - 01.1996
Administrator/Athletic Director/Head Varsity Football Coach
Greenville Public School District
06.1992 - 06.2017
Master of Science - Education (Counseling)
Alcorn State University
BBA - Marketing
Delta State University