Theresa Geving
Overland Park,KS
Summary
Dynamic leader and former Agency Owner at The Geving Insurance Agency, adept in sales management and relationship building. Achieved consistent growth by developing custom insurance solutions and fostering long-term client relationships. Excelled in regulatory compliance and problem-solving, enhancing operational efficiency and agency reputation through innovative strategies and a focus on customer satisfaction.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Agency Owner
The Geving Insurance Agency
08.1988 - 02.2023
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Approved staff hiring, termination, promotions and department transfers.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Established marketing program to monitor agency services and identify opportunities to measure actions
- Developed and implemented successful business plans focused on cost-effective service delivery and revenue development.
- Achieved consistent growth in annual sales by developing a thorough understanding of market trends and customer needs.
- Expanded client base through effective networking, relationship management, and referrals.
- Improved operational efficiency with streamlined processes and cost-saving measures for enhanced profitability.
- Oversaw compliance with industry regulations and reporting requirements to maintain strong standing within marketplace.
- Managed financial aspects of agency including budgeting, forecasting, expense control, and revenue generation for sustained profitability.
- Increased agency revenue by implementing strategic marketing campaigns and innovative sales techniques.
- Fostered strong relationships with carriers to ensure access to competitive products that met clients'' evolving needs effectively.
- Balanced multiple priorities effectively as both an insurance producer responsible for generating sales and a business owner in charge of managing overall agency operations.
- Assessed customer needs and developed individualized solutions to reach customer satisfaction.
- Established an environment of continuous improvement by regularly reviewing processes for potential enhancements or efficiencies gained.
- Demonstrated strong leadership skills by cultivating inclusive, supportive work environment that promoted collaboration, innovation, and professional growth among team members.
- Tracked and evaluated financial performance in order to make proactive adjustments to business plans.
- Collaborated with underwriters to negotiate favorable terms on behalf of clients while maintaining sound risk management practices withinagency portfolio.
- Delivered exceptional client service, consistently meeting or exceeding expectations to foster long-term relationships.
- Enhanced agency reputation by maintaining the highest standards of professionalism, integrity, and ethical conduct in all business dealings.
- Designed strategic marketing and advertising campaigns to enhance agency development in market.
- Developed custom insurance solutions tailored to individual clients'' unique needs for increased satisfaction and loyalty.
- Supervised all agency activities to promote proper planning, coordination and organization.
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Interacted well with customers to build connections and nurture relationships.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
Skills
- Closing Techniques
- Sales management
- Business Development
- Human Resources Management
- Administering payroll
- Oversee producers
- Small business operations
- Verbal and written communication
- Relationship Building
- Client Service
- Consulting
- Regulatory Compliance
- Customer Service
- Time Management
- Problem-solving abilities
Certification
- Property, Casualty, Life, Health, Series 6 &63 Security Licenses.
Timeline
Agency Owner
The Geving Insurance Agency
08.1988 - 02.2023
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