William B. Huffman

• Advised clients on life insurance solutions, assessing financial needs and recommending tailored policies to ensure long-term security and peace of mind.
• Built and maintained a robust client portfolio through proactive prospecting, networking, and referrals.
• Conducted comprehensive risk assessments and financial analyses to match clients with optimal insurance products, including term life, whole life, and Annuities.
• Educated clients on policy features, benefits, and exclusions, ensuring informed decision-making and high satisfaction rates.
• Collaborated with underwriters and insurance carriers to streamline application processes, resolve complex cases, and secure competitive premiums.
• Maintained compliance with state insurance regulations and licensing requirements, staying current with industry trends and product offerings.

• Reviewed documentation and identified financial discrepancies where applicable.
• Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
• Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
• Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
• Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
• Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.

• Handled customer relations issues, enabling quick resolution and client satisfaction.
• Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
• Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
• Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
• Supervised sales team of 30 people, stepping in to support employees and deliver smooth sales processes for clients.
• Increased sales revenue by developing and implementing effective sales strategies.
• Handled customer relations issues, enabling quick resolution, and client satisfaction.

• Responsible for approving all finance deals with the goal of maximizing every deal.
• Responsible for maintaining a CIT of no longer than 3 days.
• AFIP certification.
• Responsible for establishing good relationship with a wide network of different lenders.
• Proficient with Route One, Dealer Track, CDK (ADP), CUDL, Elead, MenueV, Vauto, Desklog, JM&A, Titletec and CVR, and many more.

• Finance and insurance Manager in the new and used car department.
• Responsible for approving all finance deals with the goal of maximizing every deal.
• Responsible of maintaining a CIT of no longer than 7 days.
• Asbury Finance and Insurance manager certification.
• Responsible of establishing good relationship with a wide network of different lenders.
• Proficient with Dealer track, CDK (ADP), CUDL, Elead, MenueV, Desklog, JM&A, Titletec and CVR, and many more.

• Closer manager for the new car department.
• New and used car sales.
• Honda University certified.
• New hire (in store) trainer.

• Managed team of 10 to 20 professionals.
• Served as mentor to junior team members.
• In charge of achieving daily and monthly quotas and every administrative job including but not limited to; employee schedule’s , costumer service, daily sales reports, equipment and accessory inventories.

Initiated on Customer service and grew in different positions of leadership including Team Leader & Support and Resource desk. Well Motivated I went in to sales and work in Plaza las Americas store before transferring to Winter

Garden Village Store in Orlando FL.