Philip Barnett
Dale,IN
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Family First Life
01.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Marketed life insurance products to increase customer bases and revenue.
- Increased sales of life insurance products through tactical customer outreach.
- Have marketing experience with generating lead flow with facebook ads, local outreach, as well as reached warm market.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Educated clients on insurance policies and procedures.
- 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.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Negotiated contracts and terms of sale with potential customers.
- Conducted annual reviews of existing policies to update information.
Barge Unloading Operations Manager
Foertsch Contracting LLC.
04.2015 - 01.2023
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Lead training of new hires to fulfill business requirements.
- Operated equipment such as excavators, skid steers, end-dumps, fork lifts, and cable winches.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Analyzed and reported on key performance metrics to senior management.
- Maintained relationships with customers and ensured reoccurring business.
- Increased profit by streamlining operations.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Reported issues to higher management with great detail.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Implemented routine daily safety checks of each work site alongside supervisors on each job site.
- Worked alongside and filled in for supervisors, operators, deckhands, and laborers to increase efficiency.
Team Lead
Holiday World & Splashin' Safari
05.2007 - 09.2010
- Trained new team members by relaying information on company procedures and safety requirements.
- Coached team members in techniques necessary to complete job tasks.
- Worked different stations to provide optimal coverage and meet company goals.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Gave exceptional customer service to customers visiting the park.
- Helped fellow workers create customer service skills.
- Had exceptional skills in handling customers money in exchange for service.
Education
Associate of Arts - Radio Television Communications
University of Southern Indiana
Evansville, IN04.2015
High School Diploma -
Heritage Hills High School
Lincoln City, IN05.2011
Skills
- Insurance Industry Knowledge
- Policy Adjustment Knowledge
- Life and Health License
- Sell Policies
- Social Media, Text, and Email Marketing Campaigns
- Client Relationship Management
- Customer Referrals
- Promotions and Marketing Strategies
- Building Relationships
- Insurance Eligibility
Certification
- Indiana Resident Life and Health License
- Kentucky, Ohio, Michigan, Alabama, Washington, and Oregon Non-Resident Life and Health License
- OSHA 10 Certification
- MSHA Certification
- CPR, AED, BLS Certification
Timeline
Life Insurance Agent
Family First Life
01.2023 - Current
Barge Unloading Operations Manager
Foertsch Contracting LLC.
04.2015 - 01.2023
Team Lead
Holiday World & Splashin' Safari
05.2007 - 09.2010
Associate of Arts - Radio Television Communications
University of Southern Indiana
High School Diploma -
Heritage Hills High School
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