Usman Pirzada
Brooklyn,NY
Summary
Seasoned financial professional with a proven track record of exceeding a 90% retention rate at Allstate Insurance, demonstrating exceptional leadership in team development and expertise in utilizing CRM tools. Skilled in strategic planning and client relationship management, adept at driving significant premium growth and operational excellence.
Overview
15
15
years of professional experience
Work History
Agency Owner
Allstate Insurance
Valley Stream, NY
11.2021 - 11.2022
- Hit the variable compensation goal each month.
- Increased retention by more than 90% within first year.
- Brought over $200,000 in new business premium within first year.
- Enhanced bundled ratio to make the book solid.
- Hired staff & helped them obtain required licenses.
- Discussed pre-renewals with customers.
- Remit each day's remittance before closing out.
- Daily sales meetings with staff.
- Software used: Advisor Pro, Alliance.
- Sub-companies used: CMS, National General, Griffin, American Modern, Access General, Union Mutual, NYSIF.
Manager
State Farm Insurance Companies
Staten Island, NY
07.2018 - 12.2019
- Ran the entire agency operation.
- Regular morning sessions with staff to outline agenda & to hit each day's goals
- Coached staff on phone-selling skills.
- Wrote Life and P&C policies.
- Software used: NECHO, CRM, Salesforce.
- Handled billing inquiries, processed payments, and disputes.
- Discussed pre-renewals with clients.
- Frequent communications between underwriters & claim adjusters.
- Supervised all endorsements.
- Sent welcome notes to the new clients.
- Daily remittance deposit & ran balance sheet.
Licensed Insurance Specialist
Allstate Insurance
Wichita, KS
08.2017 - 06.2018
- Made proposals for P&C and L&H.
- Efficient in Alliance, e-Agent & Gateway.
- Wrote policies for auto, home, motorcycle, condo, boat, RV's, landlord and umbrella insurance.
- Renewals follow up.
- Processed payments via check, debit/credit card, EFT, cash & money order.
- Ran sales & customer service operation.
- Frequent communications with underwriters for policy binding
- Daily meetings on sales growth
Platinum Executive (PLEX)
Touchstone Communications
02.2013 - 01.2017
- Top seller company-wide, throughout the carrier.
- Coached newly hired with phone-selling skills/scripts & rebuttals.
- Products sold: Mortgage refinancing, auto/home insurance, home security systems.
- Frequent communications with mortgage officers, insurance brokers & security dealers, to make process easier for client.
- Got awarded with paid middle-east trip for being consistent top revenue-generator
Customer Services Supervisor (CSP)
Gerry's FedEx International
06.2012 - 09.2012
- Received the required documentation from applicants and dispatched to the concerned consulates for visa processing including UK, all schengen states & Canada.
Commercial Banker (CB)
Askari Bank Ltd
03.2008 - 05.2012
- Worked in the capacity of Financial analyst, Loan officer & Customer service manager.
- Disbursed loans including Personal finance, Mortgage loan, Credit card lines and Smart cash/Running finance.
- Processed pay orders, demand drafts and traveler checks.
- Reported MIS directly to the senior management
Education
BBA - Business Administration
AIU
01.2011
Property & Casualty and Allied Lines Producer Examination - Insurance
State License
New York, NY09-2017
Life & Health License - Insurance
State License
New York, NY03-2018
Higher Secondary School Certificate -
01.2006
Secondary School Certificate -
01.2004
1 Year Diploma -
Business Ad
01.2020
Skills
- Advisor Pro (Allstate)
- Alliance (Allstate)
- Annexus (Allstate Commercial)
- NECHO (State Farm)
- CRM (State Farm)
- MS Word
- MS Excel
- MS Outlook
- MS Power Point
Accomplishments
- Became an agency owner with Allstate in 2021 of 5+ Million written premium book.
- Passed the State Exam & obtained license for 'P&C' on 08/01/17
- Passed the State Exam & obtained license for 'L&H' on 04/01/18
- Top Revenue generator of the company for the years 2013,2014 & 2015, subsequently got awarded with a paid Dubai trip as a token of appreciation.
- Top seasoned seller with State Farm & Allstate.
- Participated in Bank training program of 'Asset Products' in 2009.
- Participated in Bank training program of 'Self-Management' in 2009.
Typingspeed
75 Words per Minute
Languages
- English
- Hindi - Indian
- Urdu - Pakistani
- Punjabi - Gujrati
- Arabic
Overall duties/responsibilities
- Maintained up to date MIS report of daily auto & home insurance policies, mortgage refinancing, & security system Installations.
- Ran the entire agency operation, from morning sessions to the day end deposits.
- Built good reputation with clients & exceeded their expectations.
- Compared daily production with weekly revenue and monthly goals.
- Reported MIS directly to the senior management.
Timeline
Agency Owner
Allstate Insurance
11.2021 - 11.2022
Manager
State Farm Insurance Companies
07.2018 - 12.2019
Licensed Insurance Specialist
Allstate Insurance
08.2017 - 06.2018
Platinum Executive (PLEX)
Touchstone Communications
02.2013 - 01.2017
Customer Services Supervisor (CSP)
Gerry's FedEx International
06.2012 - 09.2012
Commercial Banker (CB)
Askari Bank Ltd
03.2008 - 05.2012
BBA - Business Administration
AIU
Property & Casualty and Allied Lines Producer Examination - Insurance
State License
Life & Health License - Insurance
State License
Higher Secondary School Certificate -
Secondary School Certificate -
1 Year Diploma -
Business Ad
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