Summary
Overview
Work History
Education
Personal Information
CUST
Timeline
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PHILIP COOPER

West Des Moines,IA

Summary

Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.

Overview

15
15
years of professional experience

Work History

Insurance Sales Agent

Allstate Insurance Agent
Urbandale, IA
01.2021 - 01.2022
  • Sold insurance policies primarily in Iowa, establishing a strong local market presence.
  • Made 75-100 outbound calls to sell and cross-sell personal lines insurance, enhancing client engagement.
  • Recorded more than 30K in premium per month
  • Collaborated with five agents to resolve customer service inquiries, improving overall client satisfaction.

Insurance Sales Agent

SelectQuote Insurance Services
West Des Moines, IA
01.2019 - 01.2021
  • Provided tailored insurance solutions to help consumers safeguard valuable assets
  • Ranked first in Auto and Home sales for three consecutive months
  • Achieved an average of over 30 sales each month
  • Generated over $40,000 in premium monthly, enhancing profitability

Inside Sales Agent

Intoxalock
Urbandale, IA
01.2018 - 01.2019
  • Served as primary DBA for Consumer Safety Technology, LLC, supporting development of technology for ignition interlock devices, breathalyzers installed in vehicles
  • Ranked among top five agents for four consecutive months
  • Provided feedback to streamline daily work procedures
  • Provided feedback to improve daily work procedures

Insurance Sales Agent

Nationwide Insurance Solutions
Des Moines, IA
01.2016 - 01.2018
  • One of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor's. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. Sold personal line insurance policies in 40 states
  • Ranked in the top 25 agents in premium written and multi line sales
  • Led meetings to bridge gaps between agents and consumers, enhancing communication and understanding
  • Recognized as employee of the month for outstanding performance and contribution.
  • Chosen by peers to serve as a leader on the leadership council to enhance team collaboration.

Loan Administration Manager

Wells Fargo
Des Moines, IA
01.2016 - 01.2016
  • Worked for a leading financial services company
  • Coordinated meetings for 20+ team members in India, resulting in quality improvement from 97.5 to 99.6%.
  • Coordinated meetings for 20+ team members that worked in India; to help increase quality, as well as, improve production (Quality started at 97.5 and has increased to 99.60%).
  • Partnered with various business groups to mitigate potential risks.
  • Realigned procedures to establish a single source of truth within the department.

Operations Clerk 3

Wells Fargo
Des Moines, IA
01.2012 - 01.2016
  • Worked at American multinational financial services company.
  • Achieved production scores exceeding 125% across multiple lines of business in department
  • Maintained monthly quality scores at 99% to ensure high standards
  • Supported deployment of programs like K-10 and training tools such as LBI through extensive experience and knowledge.

Insurance Agent

Berkshire Hathaway
Des Moines, Iowa
11.2022 - 09.2026
  • Evaluated client insurance needs and recommended suitable coverage options.
  • Developed and maintained strong relationships with clients to ensure satisfaction.
  • Collaborated with underwriters to assess risk and determine policy terms.
  • Educated clients on policy features and benefits during consultations.
  • Managed client documentation and ensured compliance with regulatory standards.

Education

Psychology

Grand View University

Personal Information

Title: Sales Agent

CUST

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Timeline

Insurance Agent

Berkshire Hathaway
11.2022 - 09.2026

Insurance Sales Agent

Allstate Insurance Agent
01.2021 - 01.2022

Insurance Sales Agent

SelectQuote Insurance Services
01.2019 - 01.2021

Inside Sales Agent

Intoxalock
01.2018 - 01.2019

Insurance Sales Agent

Nationwide Insurance Solutions
01.2016 - 01.2018

Loan Administration Manager

Wells Fargo
01.2016 - 01.2016

Operations Clerk 3

Wells Fargo
01.2012 - 01.2016

Psychology

Grand View University
PHILIP COOPER