Ryan Fellers
Edgerton,KS
Summary
Entrepreneurial Owner with experience and solid history of business success. Built operations from ground up with strategic and scalable approaches. Well-oriented to quickly identify and capitalize on emerging opportunities.
Accomplished business professional also offering 15 years of progressive business experience. Dedicated to maximizing bottom-line profits with forward-thinking approaches and clear focus on continuous improvement. Knowledgeable about financial administration, regulatory compliance and recordkeeping.
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
14
14
years of professional experience
Work History
Owner Operator - Escrow Officer
Omega Title Services, LLC
Kansas City, MO
09.2010 - 02.2022
- Prepared closing documents with care to eliminate errors or delays in processes.
- Reviewed documents for accuracy and verified funds.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Complied with purchase contract terms and conditions, prepared accurate settlement statements and complied with state and federal laws governing escrow transactions.
- Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
- Closed purchase transactions in multi-state, high-volume environment and satisfied customer expectations by meeting timelines and communicating proactively.
- Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements.
- Oversaw and supervised workflow of 5-person team.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Cultivated partnerships with individuals and firms to better promote products meeting customers' needs.
Account Manager
State Farm
Charleston, SC
04.2022 - 12.2022
- Closed-Won over 400 policies in first 5 months
- Broke all prior sales and commission goals set by current and prior account managers in the office
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Utilized CRM to collect, organize and manage sales data and customer information.
- Motivated and worked with onboarding team members to successfully integrate new employees into organization.
- Acted as main point of contact in matters relating to client concerns and needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Followed up with customers to check on changing needs and propose new offerings.
- Maintained pleasant and cordial attitude, remaining calm when issues arose.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Communicated with clients by phone and email to answer questions and offer services.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Leveraged CRM system to manage sales activities and track sales performance.
- Used CRM database to track referral and appointment data.
- Drove substantial sales through suggestive selling and by promoting add-on purchases.
Insurance Account Manager
Contracted
Overland Park, KS
12.2022 - Current
Education
Some College (No Degree) -
Northwest Missouri State University
Maryville, MOHigh School Diploma -
Fort Osage High School
Independence, MO05.2006
Skills
- Contracts knowledge
- Closing process coordination
- Legal requirements
- Culture building
- Customer acquisition
- Team development
- Profit and loss accountability
- Performance improvements
- Financial administration
- Customer retention
- Making insurance decisions
- Clerical
- Decision-making
- Troubleshooting
- Multitasking
- Product development
- Process implementation
- Corporate Finance and Financial Management
- Cross-selling and upselling
- Insurance sales strategy
- Client account management
- Lead development
Licensing and Continuing Education
- Line of Authority - Property and Casualty, Kansas/Missouri - DEC 2022 - Current
- Line of Authority - Life and Health, Kansas/Missouri, DEC 2022 - Current
- Continuing Education: 56 Credit hours in Ethics, Escrow and Fiduciary Regulations
- Passed Securities Licenses: SIE, 63, and 65
Timeline
Insurance Account Manager
Contracted
12.2022 - Current
Account Manager
State Farm
04.2022 - 12.2022
Owner Operator - Escrow Officer
Omega Title Services, LLC
09.2010 - 02.2022
Some College (No Degree) -
Northwest Missouri State University
High School Diploma -
Fort Osage High School
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