Thomas Lord III
Wilmington,DE
Summary
Hardworking, organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Insurance Broker Owner/Operator
Lord Insurance Company
06.2018 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Planned and led improvements to stop-loss delivery and reporting tools.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Evaluated accuracy and quality of data entered into agency management system.
- Reported policy changes and company conditions affecting customer satisfaction.
- Prepared annual budgets with controls to prevent overages.
- Performed statistical analyses to gather data for operational and forecast team needs.
Insurance Agency Manager
KRH Enterprises
09.2012 - 06.2018
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Established team priorities, maintained schedules and monitored performance.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
No Degree - Psychology Minor
University of Delaware
Newark, DE2009
Bachelor of Arts - Criminal Justice
University of Delaware
Newark, DE2009
High School Diploma -
Salesianum
Wilmington, DE2003
Skills
- Proactive team player
- Active Property and Casualty Insurance License with the DE, MD, PA Department of Insurance
- Client relations expert
- Risk Mitigation
- Prospecting skills
- Warm and cold leads development
- Driven
- Policy coverage expert
- Recruitment
- Compliance regulations
- Excel spreadsheets
- Self-Motivated Work Ethic
Youth Sports Coach
5+ years as Track, Cross Country, Basketball Coach at St Mary Magdalen School
Timeline
Insurance Broker Owner/Operator
Lord Insurance Company
06.2018 - Current
Insurance Agency Manager
KRH Enterprises
09.2012 - 06.2018
No Degree - Psychology Minor
University of Delaware
Bachelor of Arts - Criminal Justice
University of Delaware
High School Diploma -
Salesianum