Seasoned Insurance Agent and Claims Adjuster with over 21 years of experience in fostering profitable relationships. Leverages expertise to enhance team performance and operational efficiency. Manages multiple objectives effectively, driving positive outcomes in complex environments while delivering exceptional service.
Work History
Previous Agency Owner
5 Years 5 Months
The Bryant & Smith Insurance Group, LLC | 03.2021 - 08.2026
Established a marketing agency with a focus on innovative strategies.
6-20 Adjuster All Lines License, 2-20 General Lines Agent License, 2-15 Life, Health and Variable Annuities License
Executed impactful financial presentations to enhance client acquisition and promote financial well-being.
Conducted risk assessments to identify and manage financial, environmental, and safety risks, contributing to cost control for organization and clients.
Analyzes financial information to forecast business, industry and economic factors to provide informed recommendations to clients.
Oversaw the processing and tracking of auto and general liability claims to ensure timely resolution.
Designed and implemented comprehensive insurance strategies to address specific client needs.
Managed agency operations, ensuring compliance with industry regulations and standards.
Managed staff performance by proactively addressing deficiencies and training weaknesses.
Agent
7 Years 1 Month
Ewing, Blackwelder & Duce Insurance | 02.2014 - 03.2021
Initiated sales operations as a scratch agent, building a $0 book into a profitable portfolio.
Developed and executed strategies that elevated book value to $3.2 million in under seven years.
Enhanced service offerings by incorporating individual health and senior health products to meet diverse client needs.
Consistently recognized as top producer during 2015, 2016, 2017, and 2018, demonstrating exceptional sales performance.
Designed and implemented targeted sales plan to drive revenue growth while managing each phase of the sales process.
Managed client insurance policies to ensure compliance with industry regulations.
Negotiated policy terms with underwriters to secure optimal rates for clients.
Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Leveraged CRM software to track client interactions and identify sales opportunities.
Center Director
1 Year 11 Months
Blue Cross and Blue Shield of Florida Inc. | 03.2012 - 02.2014
Directed all retail center operations while leading a team of 22 to enhance service delivery.
Maintained exceptional customer satisfaction levels, consistently scoring 94% or above in quarterly assessments.
Evaluated monthly performance metrics to enhance operational efficiency and drive strategic initiatives.
Oversaw annual budget reviews and monitoring processes to enhance financial performance. Delivered consistent cost savings averaging 14% under annual budget.
Achieved a 42% increase in Medicare Advantage product performance against corporate objectives.
Developed strategic partnerships to improve care coordination and member engagement.
Led operational efficiency initiatives to enhance service delivery and patient satisfaction.
Oversaw budget management, ensuring financial compliance and resource allocation effectiveness.
Mentored staff on best practices in customer service and claims processing workflows.
Worked with other departments, local governmental organizations and community groups to provide a well-rounded host of services for members.
Office Manager
6 Years 5 Months
State Farm Insurance | 10.2005 - 03.2012
Implemented effective selling strategies and promoted marketing messages to reduce downtime and drive revenue growth.
Ranked #53 out of 17,000 agents in bank products, reflecting commitment to excellence in financial services.
Achieved significant growth in new mutual fund deposits, exceeding goal of $100,000 to reach $870,000.
Directed marketing and advertising efforts to enhance brand visibility.
Celebrated at regional awards ceremony by State Farm President Ed Rust Jr. for achieving recognition as top agent team members.
Mentored junior staff on effective sales techniques, fostering a culture of continuous improvement within the team.
Staff Sergeant E-5
6 Years
United States Air Force | 02.1998 - 02.2004
Oversaw daily operations as shift supervisor
Achieved certification in crane and forklift operation, ensuring compliance with safety standards.
Oversaw daily flight line operations to maintain aircraft readiness and safety standards. Led a team in executing preventive maintenance tasks to minimize downtime. Coordinated with various departments to optimize maintenance schedules and resource allocation.
Facilitated training and supervision of personnel to ensure adherence to B-52H jet aircraft maintenance protocols.
Facilitated annual performance evaluations to enhance employee development and engagement.
Conducted comprehensive assessments of enlisted personnel through annual performance reports to support career development.
Fulfilled six-year enlistment commitment, resulting in honorable discharge from service.
Worked effectively in fast-paced environments.
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Worked well in a team setting, providing support and guidance.
Worked flexible hours across night, weekend, and holiday shifts.
Used critical thinking to break down problems, evaluate solutions, and make decisions.
Learned and adapted quickly to new technology and software applications.
Education
MBA - Business Administration
Warner University | Lake Wales, FL | 12-2010
Associate of Science - Aviation Maintenance Technology
Community College of The Air Force | Montgomery, AL | 02-2003
Bachelor of Science - Management of Technical Operations
Embry Riddle Aeronautical University | Daytona Beach, FL | 10-2002
Associate of General Studies - Business Administration
Louisiana Tech University | Barksdale Air Force Base | 05-2002
Skills
Partnership development
Policy coverage expertise
Claims processing
Underwriting
Compliance audits
Cost analysis
Relationship management
Risk analysis
Budget management
Budget development
Claims management
Claims administration
Industry partnership development
Insurance portfolio management
Sales strategy
Property valuation
Advanced computer skills
Customer service excellence
Underwriting processes
Regulatory compliance
Accomplishments
Airman of the Year - Barksdale Air Force Base 2001
Lake Wales Leadership Program - Lake Wales Chamber of Commerce
State Farm Young Producer Award - 2006 & 2009
Air Force Achievement Medal - Operation Enduring Freedom
Certification
2021 Non-Resident Producer / Casualty State of Colorado
2020 Casualty Broker - Agent State of California
2020 Non-Resident Producer / Casualty, Property State of Nevada
2020 Broker - Casualty Property State of New York
2022 6-20 Adjuster All Lines State of Florida
2008 2-20 General Lines State of Florida
2005 2-15 Life & Health State of Florida
Timeline
Previous Agency Owner
The Bryant & Smith Insurance Group, LLC
03.2021 - 08.2026Read More
Agent
Ewing, Blackwelder & Duce Insurance
02.2014 - 03.2021Read More
Center Director
Blue Cross and Blue Shield of Florida Inc.
03.2012 - 02.2014Read More
Office Manager
State Farm Insurance
10.2005 - 03.2012Read More
Staff Sergeant E-5
United States Air Force
02.1998 - 02.2004Read More
Warner University
MBA from Business Administration
Read More
Community College of The Air Force
Associate of Science from Aviation Maintenance Technology
Read More
Embry Riddle Aeronautical University
Bachelor of Science from Management of Technical Operations
Read More
Louisiana Tech University
Associate of General Studies from Business Administration