Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
Generic

Todd Reed

Fishers,IN

Summary

Account Executive with 16 consecutive years in top 1% of National Sales producers. Achieved 16 Sales Leaders trips and recognized as Producer of Excellence for 11 years. Most recent top producer in 2023, specializing in tailored solutions that enhance client satisfaction and drive revenue growth.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Account Executive

Sentry Insurance
Stevens Point, Wisconsin
04.2009 - Current
  • Developed personalized insurance plans for clients based on their needs.
  • Conducted regular policy reviews to ensure adequate coverage for clients.
  • Educated clients on various insurance products and their benefits.
  • Built strong relationships with clients through effective communication and support.
  • Collaborated with underwriters to assess risk and determine policy terms.
  • Assessed customer risk levels and recommended appropriate coverage options.

Senior Loan Officer

HSBC
Indianapolis, Indiana
01.2004 - 04.2009
  • Guided clients through the mortgage process, addressing questions and concerns.
  • Developed tailored loan products to meet diverse client needs and preferences.
  • Mentored junior loan officers on best practices and compliance standards.
  • Provided guidance to customers regarding loan products, eligibility requirements, application processes, documentation requirements.
  • Negotiated terms and conditions of loans with clients, including interest rates and repayment plans.
  • Collaborated with internal teams such as underwriting, legal, operations and marketing in order to ensure timely completion of loan transactions according to established standards and procedures.

Education

Bachelor of Science - Criminology

Ball State Unviersity
Muncie, IN
05-2004

Skills

  • Sales strategy
  • Customer relationship management
  • Client education
  • Insurance product knowledge
  • Risk assessment
  • Compliance standards
  • Team collaboration
  • Effective communication
  • Problem solving
  • Strong presentation skills
  • Pipeline management
  • Revenue generation
  • New business opportunities
  • Client relationship building
  • Sales methodologies
  • Customer rapport
  • Sales strategies
  • Business growth opportunities
  • Managing client relationships
  • Customer presentations

Accomplishments

  • 16 Time Leaders Trip winner
  • 11 Time Producer of Excellence
  • 3 Time Captain John Parker
  • Top 1% of all Producers Nationally for 16 years.

Certification

  • Property and Casualty License
  • Life and Health License

Affiliations

  • Vice President of Mudsock Youth Football in Fishers for the lat 5 years
  • Mudsock Youth Football Board Member since 2014

Timeline

Account Executive

Sentry Insurance
04.2009 - Current

Senior Loan Officer

HSBC
01.2004 - 04.2009

Bachelor of Science - Criminology

Ball State Unviersity

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