To seek and maintain full-time position. Astute Business Owner experienced in operations management, financial Demonstrated success . Accomplished Agency Owner experienced in running successful operations. Knowledgeable about recruiting and training employees, developing business plans and administering finances. Solid interpersonal, program management, and leadership skills developed over 45+ years of progressive Insurance experience.
Overview
42
42
years of professional experience
Work History
Agency Management
Acrisure
12.2018 - 12.2023
Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Proved successful working within tight deadlines and a fast-paced environment.
Exercised leadership capabilities by successfully motivating and inspiring others.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Skilled at working independently and collaboratively in a team environment.
Demonstrated creativity and resourcefulness through the development of innovative solutions.
Self-motivated, with a strong sense of personal responsibility.
Paid attention to detail while completing assignments.
Learned and adapted quickly to new technology and software applications.
Demonstrated respect, friendliness and willingness to help wherever needed.
Acted as a team leader in group projects, delegating tasks and providing feedback.
Developed strong organizational and communication skills through coursework and volunteer activities.
Demonstrated leadership skills in managing projects from concept to completion.
Worked flexible hours across night, weekend, and holiday shifts.
Resolved problems, improved operations and provided exceptional service.
Excellent communication skills, both verbal and written.
Applied effective time management techniques to meet tight deadlines.
Delivered services to customer locations within specific timeframes.
Passionate about learning and committed to continual improvement.
Demonstrated strong organizational and time management skills while managing multiple projects.
Managed time efficiently in order to complete all tasks within deadlines.
Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Proven ability to learn quickly and adapt to new situations.
Adaptable and proficient in learning new concepts quickly and efficiently.
Developed and maintained courteous and effective working relationships.
Cultivated interpersonal skills by building positive relationships with others.
Strengthened communication skills through regular interactions with others.
Gained strong leadership skills by managing projects from start to finish.
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Agency Owner
American Casualty Insurance Agency
01.1982 - 01.2019
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Applied program to monitor agency services and identify opportunities to measure actions.
Expanded client base through effective networking, relationship management, and referrals.
Supervised all agency activities to promote proper planning, coordination and organization.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Consulted with customers to assess needs and propose optimal solutions.
Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
Achieved consistent growth in annual sales by developing a thorough understanding of market trends and customer needs.
Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Delivered exceptional client service, consistently meeting or exceeding expectations to foster long-term relationships.
Attended seminars, conferences and organizational activities to maintain management expertise.
Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
Managed financial aspects of the agency including budgeting, forecasting, expense control, and revenue generation for sustained profitability.
Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
Performed statistical analyses to gather data for operational and forecast team needs.
Recruited, hired, and developed top candidates for open vacancies and retained staff using consistent mentoring and positive feedback.
Implemented innovative programs to increase employee loyalty and reduce turnover.
Created annual budgets and monthly expenditure reports for different offices and departments.
Conserved agency resources and minimized waste by accurately logging company property, supplies and equipment to avoid duplicative ordering.
Designed strategic marketing and advertising campaigns to enhance agency development in market.
Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
Implemented cutting-edge technology solutions to optimize internal operations and enhance the overall client experience.
Trained and motivated employees to perform daily business functions.
Prepared bank deposits and handled business sales, , and transaction reports.
Improved operational efficiency with streamlined processes and cost-saving measures for enhanced profitability.
Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Interacted well with customers to build connections and nurture relationships.
Managed budgeting, and payroll.
Prepared annual budgets .
Worked with marketing teams to create print and online advertisements to bring in new customers.
Built a high-performing team through targeted recruitment, comprehensive training, and ongoing professional development.
Secured new partnerships by cultivating relationships with key industry players and presenting competitive agency offerings.
Assisted in recruiting, hiring and training of team members.
Balanced multiple priorities effectively as both an insurance producer responsible for generating sales and a business owner in charge of managing the overall agency operations.
Approved staff hiring, termination, promotions and department transfers.
Fostered strong relationships with carriers to ensure access to competitive products that met clients.
Maintained personnel files and regularly conducted audits to verify accuracy of information.
Enhanced agency reputation by maintaining the highest standards of professionalism, integrity, and ethical conduct in all business dealings.
Self-motivated, with a strong sense of personal responsibility.
Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Applied effective time management techniques to meet tight deadlines.
Oversaw day-to-day production and growth of agency, turning over more than 15% per year through consistent supervision and dedicated partnerships.
Managed acquisition of other agencies, over 20 purchased .