Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
LIFE ROUND TABLE
Timeline
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William BOYD

Tonto Basin,AZ

Summary

As the driving force behind Mike Boyd Insurance Agency, I leveraged my expertise in business management and exceptional relationship-building skills to significantly enhance operational efficiency and client satisfaction. My strategic approach to staff training and development, coupled with a knack for fostering robust client relationships, propelled the agency into new markets, achieving remarkable growth and client retention rates.

Overview

47
47
years of professional experience
1
1
Certification

Work History

OWNER /AGENT

MIKE BOYD INSURANCE AGENCY
02.1978 - Current
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Trained and motivated employees to perform daily business functions.
  • Interacted well with customers to build connections and nurture relationships.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Assisted in recruiting, hiring and training of team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
  • Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Expanded business into new markets, cond
  • Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
  • Worked effectively in fast-paced environments.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Learned and adapted quickly to new technology and software applications.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
  • Studied property listings, interviewed prospective clients, accompanied clients to properties and discussed condition of sales.
  • Appraised commercial properties, maintaining accuracy and employing knowledge of area markets for accuracy.
  • Developed new business and managed new and existing clients.
  • Collaborated with mortgage companies to accurately determine loan and mortgage options for clients.
  • Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
  • Streamlined internal processes for improved efficiency and productivity within the agency.
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proved successful working within tight deadlines and a fast-paced environment.

Education

High School Diploma -

NORTH PHOENIX HIGH SCHOOL
Phoenix, AZ
06.1959

Skills

  • Customer Relations
  • Small business operations
  • Verbal and written communication
  • Client Service
  • Business Management
  • Business Development
  • Sales Leadership
  • Sales management
  • Regulatory Compliance
  • Hiring and staffing
  • Quality Assurance
  • Records Organization and Management
  • Staff training/development
  • Direct Sales

Accomplishments

    MOST PROFITABLE AGENCY IN DISTRICT O6 WHEN SOLD BACK TO FIG 2003

    LUTC TWO YEARS

    LT GOVERNOR KIWANIS INTERNATIONAL TWO YEARS

    FOUNDING PRESIDENT SCOTTSDALE SUNRISE KIWANIS CLUB

Certification

CERTIFIED LICENCED MEDICARE AGENT 2018-2024

LIFE ROUND TABLE

CMS ( FEDERAL CENTER MEDICARE SERVICE ) REQUIRES CERTIFICATION ANNUALLY TO SELL MEDICARE PRODUCTS

Timeline

OWNER /AGENT

MIKE BOYD INSURANCE AGENCY
02.1978 - Current

CERTIFIED LICENCED MEDICARE AGENT 2018-2024

High School Diploma -

NORTH PHOENIX HIGH SCHOOL
William BOYD