Tim Moore
Grantsville,UT
Summary
Dedicated insurance agent with a strong focus on client relations and risk mitigation. Proven ability to develop customized insurance plans that enhance customer satisfaction and ensure regulatory compliance.
Additional certifications:
Series 6 and 63 licenses
Bank Certification for deposit and loan products
Long term care
Annuities
Humana
Overview
42
42
years of professional experience
Work History
State Farm Insurance Agent
Tim Moore Agency LLC
10.1993 - Current
- Developed customized insurance plans to meet client needs and enhance satisfaction.
- Educated clients on policy options and coverage benefits for informed decision-making.
- Analyzed client financial situations to recommend suitable insurance products effectively.
- Conducted regular policy reviews to ensure appropriate coverage adjustments over time.
Loan Analyst
United Banks
06.1991 - 09.1993
- Analyzed loan applications to assess creditworthiness and risk factors.
- Evaluated borrower financial statements for compliance with lending policies.
- Collaborated with underwriters to facilitate efficient loan processing.
- Recommended adjustments to enhance loan approval rates and customer satisfaction.
Owner
Village Dry Cleaners
06.1988 - 10.1992
- Oversaw daily operations, ensuring quality control and customer satisfaction.
- Implemented efficient workflow processes to enhance productivity and reduce turnaround times.
- Managed financial aspects, including budgeting, pricing strategies, and expense tracking.
- Trained and mentored staff on best practices in garment care and customer service excellence.
Auditor
United Banks
10.1990 - 06.1991
- Led comprehensive audits to ensure compliance with regulatory standards and internal policies.
- Developed strategic audit plans that identified risk areas and improved operational efficiencies.
- Mentored junior auditors, enhancing their skills in financial analysis and reporting processes.
- Streamlined audit processes, reducing review times while maintaining accuracy and thoroughness.
Controller
United Banks
03.1988 - 10.1990
- Managed financial reporting processes to ensure compliance with regulatory standards.
- Oversaw budgeting and forecasting activities, aligning financial strategies with organizational goals.
- Implemented internal controls to enhance accuracy and reliability of financial statements.
- Led cross-functional teams in financial audits, identifying areas for process improvement.
Accountant
Waco & Gas
01.1985 - 03.1988
- Prepared financial statements ensuring compliance with accounting standards and regulations.
- Managed accounts payable and receivable processes, enhancing cash flow management.
- Led annual budgeting process, collaborating with departments to align financial goals.
- Implemented cost-saving measures through analysis of operational expenses and revenue streams.
Education
Bachelor of Science - Accounting Business Management
Glenville State College
Glenville, WV05-1985
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client needs analysis
- Client retention
- New client acquisition
- Life insurance
- Account management
- Upselling
- Negotiation
- Health insurance
- Property insurance
- Marketing management
- Risk mitigation
- Regulatory compliance
- Leads prospecting
- Operations management
- Business planning
- Claims reporting systems
- Lead development
- Marketing strategies
- Territory expansion
- Cold calling
- Insurance sales strategy
- Insurance product promotion
- Negotiation abilities
- Prospective client identification
- Client assessment
- Policy Knowledge
- Property and casualty insurance
- Client prospecting
- Customer complaint resolution
- Customer engagement
- Policy changes
- Customer referrals
- Policy feature explanations
- Life insurance sales
- Policyholder communication
- Insurance coverage verification
- Client consultations
- Form completion and submission
- Direct marketing
- Records maintenance
- Licensing requirements
- HIPAA compliance
- Marketing strategy development
- Health insurance sales
- Underwriter collaboration
- Client interviews
- Regulatory requirements
- Financial needs assessment
- Claims information gathering
Timeline
State Farm Insurance Agent
Tim Moore Agency LLC
10.1993 - Current
Loan Analyst
United Banks
06.1991 - 09.1993
Auditor
United Banks
10.1990 - 06.1991
Owner
Village Dry Cleaners
06.1988 - 10.1992
Controller
United Banks
03.1988 - 10.1990
Accountant
Waco & Gas
01.1985 - 03.1988
Bachelor of Science - Accounting Business Management
Glenville State College