William O'Donnell
New Port Richey
Summary
Dynamic individual with hands-on experience in Customer Relationship Building and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, team collaboration, excellent communication, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
13
13
years of professional experience
Work History
Licensed Health & Life Insurance Agent
Clarifying Marketing Group
10.2024 - Current
- Assisted clients in identifying life insurance needs and suitable policies
- Supported the completion of insurance applications and documentation processes
- Learned various underwriting guidelines to ensure policy compliance
- Developed knowledge of insurance products to effectively address client inquiries
- Averaged 10-15 weekly sales with 80% retention rate
- Provided administrative support by maintaining accurate client records and files
Life Insurance Agent
Summit Life Group
09.2023 - 10.2024
- Assisted clients in selecting suitable life insurance policies based on individual needs.
- Educated potential customers about policy features, benefits, and coverage options.
- Conducted thorough market research to identify competitive insurance products.
- Utilized CRM software to manage client interactions and streamline communication processes.
- Collaborated with underwriters to ensure accurate policy applications and approvals.
- Maintained up-to-date knowledge of industry regulations and compliance requirements.
Business Development Manager
Manta Software
02.2022 - 01.2023
- Developed strategic partnerships to enhance market reach and drive revenue growth.
- Developed training programs tailored to the specific requirements of each region, ensuring staff members possessed the necessary skills and knowledge to excel in their roles.
- Collaborated with cross-functional teams to create tailored solutions for clients.
- Conducted regular reviews of ongoing projects to monitor progress against set objectives, taking corrective action as needed.
- Established partnerships with key stakeholders to enhance business growth opportunities.
- Coordinated cross-functional teams to streamline project execution and improve efficiency.
Busiess Development Operations Manager
Compliancequest
09.2020 - 01.2022
- Streamlined communication between development and operations teams to enhance project alignment.
- Managed incident resolution processes, ensuring timely response to production issues.
- Coordinated cross-functional team meetings to align on project goals and timelines.
- Developed and maintained documentation for workflows and best practices in operations management.
- Analyzed performance metrics to identify areas for operational enhancements and resource allocation.
- Conducted regular performance reviews for team members, setting clear expectations and facilitating professional development opportunities.
Business Development and Operations
CenturyLink/Level 3 Communications
09.2012 - 08.2020
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Proved successful working within tight deadlines and a fast-paced environment.
Education
No Degree - Business
St Petersburg Jr College
Clearwater, FL05-1992
Skills
- Insurance policy sales
- Client account management
- Insurance product expertise
- Lead prospecting
- Team training and development
- Client retention
- Policy customization
- Client relationship management
- New agent training
- Performance tracking
- Client education
- Strong interpersonal skills
- Health insurance sales
- Lead development
- Call center customer service
- CRM software
- Administrative functions
- Quotes and sales
- Regulatory requirements
- Life insurance
- Customer follow-up
- Data entry
- HIPAA compliance
- Relationship building
- Form completion and submission
- Sales reporting
- Critical thinking
- Health insurance
Timeline
Licensed Health & Life Insurance Agent
Clarifying Marketing Group
10.2024 - Current
Life Insurance Agent
Summit Life Group
09.2023 - 10.2024
Business Development Manager
Manta Software
02.2022 - 01.2023
Busiess Development Operations Manager
Compliancequest
09.2020 - 01.2022
Business Development and Operations
CenturyLink/Level 3 Communications
09.2012 - 08.2020
No Degree - Business
St Petersburg Jr College
Military
US Coast Guard Reservist
1990 - 1998, Clearwater, FL
- Supported the active-duty Coast Guard in various missions, including drug interdiction, search and rescue, and law enforcement.
- Provided security for ports, waterways, and coastal infrastructure, both domestically and internationally.
- Assist in the response and management of domestic and international incidents, including disaster operations.
- Provide necessary support for a wide range of Coast Guard operations and may be deployed to augment active-duty units as needed.