Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Insurance Agent
Duncan Insurance Agent for Farmers Insurance
Parma, Ohio
04.2024 - Current
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Assessed customer risk levels and recommended appropriate coverage options.
Conducted research to identify competitive rates and benefits offered by other providers.
Provided customers with information regarding plan features, pricing, and availability.
Insurance Agent
Wilber Price Insurance Company
08.2020 - 03.2024
Sell homeowners' and auto insurance to new customers.
Clarified various coverage options to customers using a custom presentation.
Tracks insurance claims for equitable settlements.
Sales Manager
Parma Movers & Lincoln Moving & Storage
09.2002 - 06.2020
Provides ongoing support for current accounts.
Engage potential clients.
Developed standardized letters for mass distribution.
Enhanced networking methods to reduce costs.
Recommended advanced sales education.
Provide cost-effective solutions for regional and international services.
Achieved reduction in sales team’s headcount.
Boosted revenue by optimizing team size and expenses.
Launched innovative system for record and document storage.
Leased empty building space to boost revenues.
Legal Subrogation Claims Representative
Progressive Insurance
04.2001 - 09.2002
Provided claims manager with up-to-date status reports.
Communicated with external legal professionals.
Processed payment of invoices from legal vendors.
Maintained record of claims' statuses.
Granted approval for settlement boundaries with legal counsel.
Recruiter Human Resources
Weltman, Weinberg, & Reis, L.P.A.
12.1997 - 11.2000
Facilitated communication between employees and management.
Managed every aspect of recruiting for internal and external candidates.
Conducted interviews and background checks for external applicants.
Composed advertisements for employment publications.
Represented the firm at prospective job fairs.
Coordinated multiple staff events.
Compiled and delivered weekly recruitment report to Personnel Director.
Established Personnel Authorization Form to streamline filling vacated roles.
Education
Bachelor of Arts - Communications
Cleveland State University
05.2000
Skills
Client assessment
Customer follow-up
Claims reporting systems
Territory expansion
Quotes and sales
Private insurance
Organizations
ACAR (Akron Cleveland Area Board of Realtors)
NAR (National Association of Realtors)
Ohio Real Estate License
Ohio Insurance License (Property and Casualty)
Affiliations
Running
Bowling
USA Softball Umpire
Certification
Ohio Real Estate License
Ohio Property and Casualty License
References
References available upon request.
Timeline
Insurance Agent
Duncan Insurance Agent for Farmers Insurance
04.2024 - Current
Insurance Agent
Wilber Price Insurance Company
08.2020 - 03.2024
Sales Manager
Parma Movers & Lincoln Moving & Storage
09.2002 - 06.2020
Legal Subrogation Claims Representative
Progressive Insurance
04.2001 - 09.2002
Recruiter Human Resources
Weltman, Weinberg, & Reis, L.P.A.
12.1997 - 11.2000
Ohio Real Estate License
Ohio Property and Casualty License
Bachelor of Arts - Communications
Cleveland State University
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