VIRGINIA POPE ALLWARDT
Red Oak,Texas
Summary
Esteemed Exclusive Insurance Agent with excellent problem resolution and management skills. Highly effective at juggling multiple responsibilities at once and providing friendly service.
Overview
24
24
years of professional experience
Work History
Exclusive Agent
Virginia Allwardt Insurance Agency DBA Allstate
Waxahachie, TX
01.2017 - Current
- Established and administered annual budget with effective controls to prevent overages, minimize burn rate and support sustainability objectives.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Identified and solicited sales prospects in agency databases.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
- Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Followed up with customers on unresolved issues.
- Collected, analyzed and validated all agency commissions.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Directed 4 employees to facilitate sales and renewals.
Supervisor
Hilltop Securities Formally Southwest Securities
Dallas, TX
01.2005 - 12.2016
- Managed twelve employees.
- Oversee any problems of changes in securities that result from mergers, acquisition or bankruptcies.
- Monitoring daily funds received in.
- Reconcile figures from production .
- Review and sign off on all Employee Stock Options.
- Delegate work to individual staff members.
- Sign off on all checks and wires going out for payments.
- Approving time records .
Retirement Plan Analyst
ING Retirement Services
Dallas, TX
06.2000 - 01.2005
- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
- Enrolling participants.
- Transferring funds and allocating into 401 K accounts.
- Problem solving and research of daily financial statements.
- Maintain daily activity.
- Insuring that all IRS regulations are followed.
Education
High School Diploma -
Justin F Kimball
Dallas, TX1987
Skills
- Leadership
- Priority Management
- Policy renewals
- Problem resolution
- Process improvement
- Training and Development
- Processes and Procedures
- Client needs analysis
Additional Information
- ADDITIONAL INFORMATION
- FINRA Series 6, 63, 99 License
- Texas General Lines Property and Casualty /Life and Health License
Timeline
Exclusive Agent
Virginia Allwardt Insurance Agency DBA Allstate
01.2017 - Current
Supervisor
Hilltop Securities Formally Southwest Securities
01.2005 - 12.2016
Retirement Plan Analyst
ING Retirement Services
06.2000 - 01.2005
High School Diploma -
Justin F Kimball
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