Tim Wolfe
Farmington,NY
Summary
Dynamic insurance professional at J. James Wolfe Agency, Inc. With proven expertise in property and casualty insurance. Effectively managed the agency’s second location with a diverse portfolio of over 300 clients to drive growth, while maintaining a 95% retention rate. Developed marketing strategies, internal control, and standardized processes agency-wide. Implemented new technology, including the agency management system IMS4, to boost productivity and improve accuracy. Developed an automated client follow-up system to enhance customer satisfaction. Skilled in critical thinking and teamwork.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Agent
J. James Wolfe Insurance
Canandaigua, NY
11.2001 - Current
- Managed the agency’s second location with a diverse portfolio of over 300 clients.
- Developed and implemented agency-wide marketing strategies, utilizing social media and third-party providers, to boost sales. Developed internal controls and standardized procedures to improve accuracy.
- Implemented new technologies, such as the agency management system IMS4, to increase employee productivity, new business sales, customer retention, and customer satisfaction.
- Developed automated client follow-up systems to increase renewal times.
- Incorporated new insurance carriers, and informed staff of new products.
- Collaborated with underwriters to negotiate coverage terms on behalf of clients.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Analyzed claims data to assess potential liability exposure for businesses.
Education
Bachelor of Science - Business
University of Phoenix
Online06-2012
Skills
- Client relationship management
- Claims analysis
- Marketing strategy development
- Customer retention strategies
- Self-Directed
- Critical thinking
- Collaboration
- Team management
- Risk assessment
- Client account management
- Property insurance
- Property examination
- Upselling
- Licensed insurance agent
- Insurance sales strategy
Affiliations
- Enthusiast Golfer, skier, and snowboarder
Certification
- Property and Casualty Insurance License
References
References available upon request.
Timeline
Insurance Agent
J. James Wolfe Insurance
11.2001 - Current
Bachelor of Science - Business
University of Phoenix
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