William Roycraft
Grand Rapids
Summary
Organized and self-driven individual dedicated to concise and effective communication and operations to promote company growth and high client satisfaction. Proficient in using available resources and independent decision-making skills to problem-solve a diverse range of challenges. Able to manage multiple projects simultaneously with accuracy and timeliness.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Agency Manager/Producer
Mike Joslyn Farmers Insurance
Allendale, MI
02.2017 - 10.2022
- Results-driven producer providing superior customer service, focusing on agency growth.
- Twice achieved Farmers Topper's Club Award, awarded to top agencies in new business sales growth.
- Analyzed company data and industry trends to develop and implement strategies for successful action plans.
- Identified and marketed ideal prospects for personal, commercial, and health product offerings.
- Cultivated and strengthened lasting client relationships using strong issue-resolution and communication skills.
- Conducted accurate field underwriting and applications to quickly close sales and mitigate claims.
- Leveraged technology platforms for accurate and efficient management of client accounts, policy changes, claims processing, and billing inquiries.
- Achieved consistent year-over-year growth in new business sales through strategic planning and execution.
- Led monthly team meetings to review performance metrics, address challenges, and celebrate successes.
- Implemented targeted marketing campaigns to generate new prospects and increase market share within the region.
- Prioritized client data security compliance.
- Streamlined internal processes to improve overall efficiency and reduce operating costs for the agency.
Account Manager
Specialized Insurance Services Agency, Inc.
Milford, MI
06.2013 - 04.2015
- Account manager and producer at an independent agency with appointment at several professional liability, commercial, and high-risk carriers.
- Serviced a diverse clientele and portfolio of accounts comprised of medical and legal professionals.
- Accurately and promptly processed applications, renewals, and coverage changes for clients with a focus on professionalism and industry expertise.
- Conducted risk-management analyses for businesses in order to make sound policy recommendations for comprehensive coverage.
- Efficiently presented multiple quotes to clients and prospects using organized Excel spreadsheets and tables.
- Prepared presentation materials for account executives.
- Proficient at managing a sales pipeline, cross-selling existing clients, and obtaining new prospects through professional referrals.
- Maintained a client retention rate over 94% by providing timely and professional customer service.
- Educated clients on new products available to address evolving risk liabilities.
- Provided concise data to busy clients to help foster quick decision-making.
- Fostered lasting relationships with clients through effective communication and quick response, resulting in long-term loyalty.
- Recorded accurate and efficient records in customer database to reduce agency errors & omissions liabilities.
- Contributed to team objectives and deadlines in a fast-paced environment.
Multiple-Line Insurance Sales Representative/Producer
Amy Bordes State Farm
Dearborn, MI
04.2010 - 06.2013
- Sold auto, home, life, and other various insurance products to individuals and businesses using consultative selling techniques.
- Proficient in managing a sales pipeline from prospecting to closing.
- Performed detailed property inspections and thorough field underwriting, identifying potential concerns to underwriting as needed.
- Conducted thorough risk assessments and regular policy reviews with existing clients to ensure continued alignment with their evolving needs and risk profiles.
- Generated new business opportunities by attending industry events and participating in marketing initiatives.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and promoting overall client satisfaction.
- Leveraged referrals from satisfied clients, capitalizing on cost-effective marketing to grow the agency book.
- Diligently maintained customer management database to ensure accurate records and eliminate agency errors & omissions liabilities.
Department Coordinator
Dunham's Sports
Lansing/Cadillac, MI
05.2006 - 04.2010
- Provided superior customer service with a focus on upselling and add-on sales.
- Trained new employees in company procedures and products.
- Processed firearms sales and accurate applications for National Instant Criminal Background Check System reporting compliance.
- Frequented new product trainings and demonstrations.
- Conducted product inventory audits, along with implementing loss prevention techniques.
- Key member of new-store setup teams.
- Leader on merchandising projects and marketing promotions.
Independent Sales Contractor
The Southwestern Company
Bowie, MD
05.2008 - 08.2008
- Completed 60+ Hours of professional sales training from The Southwestern Company.
- Performed effectively in self-directed work environment, managing daily operations and decisions.
- Solely managed all facets of the business including prospecting, sales, inventory, deposits, and delivery.
- Facilitated sales presentations that showcased product value propositions effectively, leading to increased conversion rates.
- Optimized the use of time management skills to set priorities.
- Negotiated contracts, securing favorable terms for both parties, while maintaining profitability goals.
- Conducted hands-on demonstrations and explained benefits and advantages of using Southwestern Company educational handbooks to prospective clients.
- Selected appropriate product recommendations based on customer age, educational needs, and goals.
Education
Bachelor of Arts - Finance
Michigan State University
East Lansing, MI12.2009
Skills
- Microsoft Office
- Client Account and Data Management
- Sales Growth Strategies
- Performance and Data Analysis
- Customer Service and Retention
- Marketing Strategies
- Financial Planning
- Inter-agency Communications
Certification
- Michigan Property & Casualty, Life & Health, NIPN #15711168; Michigan Insurance License # 0535771
- PADI Level 1 Diver Certification, #1912018641
Timeline
Agency Manager/Producer
Mike Joslyn Farmers Insurance
02.2017 - 10.2022
Account Manager
Specialized Insurance Services Agency, Inc.
06.2013 - 04.2015
Multiple-Line Insurance Sales Representative/Producer
Amy Bordes State Farm
04.2010 - 06.2013
Independent Sales Contractor
The Southwestern Company
05.2008 - 08.2008
Department Coordinator
Dunham's Sports
05.2006 - 04.2010
Bachelor of Arts - Finance
Michigan State University