Trenton C. Jones
Metuchen,NJ
Summary
Top-performing Account Executive Officer with over 10 years of experience driving client acquisition, strategic retention, and key account expansion. Seeking a senior managerial position to foster collaborative team culture and support production growth.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Account Executive Officer
The Travelers Companies
Edison, NJ
09.2014 - Current
- Managed profitability, growth, and retention of a diverse portfolio of clients, including the largest global construction company in the United States by revenue. Client name available upon request.
- Partnered with strategic regional agents to acquire new clients of various scales and trades, generating significant premium growth across local and national markets. Client names available upon request.
- Onboarded and managed junior underwriters and interns as well as being responsible for the development of the regional office strategic plan.
- Analyzed and interpreted corporate and personal (principal owner) financial statements, business plans, project bonding requests, operating contracts, and bond forms within corporate best practices.
- Conducted regular market research to identify emerging market trends and competitive positioning strategies.
Financial Services Specialist
Thomas J Brown Financial Agency
Clark, NJ
02.2014 - 09.2014
- Partnered directly with the Agency Principal to strategize business development initiatives.
- Recognized as the leading producer in the state of New Jersey for three consecutive months.
- Partnered with the Agency Principal and the administrative staff to define monthly budgets and align personal and corporate performance expectations.
- Managed a combined book of personal and commercial insurance clients, requiring customized insurance products generating optimal premium.
Financial Services Professional
Prudential Insurance Company
Warren, NJ
06.2013 - 02.2014
- Analyzed client financial needs to develop tailored insurance solutions.
- Earned FINRA Series 6 and Series 7 securities licenses and secured four primary state insurance licensures (Property, Casualty, Life, and Health) in New Jersey.
- Developed and delivered presentations to educate clients on product benefits and features.
- Streamlined processes to enhance efficiency in policy management and claims handling.
Education
Bachelor of Arts - Political Science And Government
Franklin And Marshall College
Lancaster, PA05.2013
Certification
Associate in Fidelity and Surety Bonding (AFSB)
Timeline
Account Executive Officer
The Travelers Companies
09.2014 - Current
Financial Services Specialist
Thomas J Brown Financial Agency
02.2014 - 09.2014
Financial Services Professional
Prudential Insurance Company
06.2013 - 02.2014
Bachelor of Arts - Political Science And Government
Franklin And Marshall College