Willie Jackson
San Antonio
Summary
I'm excited to put my almost fifteen years of experience in insurance to work by teaching others what I've learned about risk management and insurance and helping to make the next generation of effective leaders. I wish to help people develop. I want to use my academic and professional knowledge to help the company succeed and further my career. Skills needed: Long time Customer service integration for contact centers Military experience, education, and training Customer and Technical Support Social Skills Communication skills (oral, written, listening) Research and Analysis Abilities Flexibility and capacity to balance many priorities Interpersonal Financial Advice, Credit Card Complaint Resolution Among USAA clients Highly motivated, skilled communicator
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
GENERAL LINES ACCOUNT MANAGER I
USAA Agency - High Net Worth
11.2024 - Current
- Conducts comprehensive risk evaluations and offers tailored insurance solutions for high-net-worth clients, aiming to enhance member satisfaction while ensuring the prompt issuing of structured documents.
- Performs in-depth research and makes use of all available resources in order to arrive at well-informed decisions on the underwriting and policy procedures. By relying on undercover linkages in situations when information is ambiguous or conflicting, maintaining conformance with existing standards and criteria is a common practice. Capability to switch to a non-admitted option in a hurry in the event that traditional carriers are unable to help with a seamless process shift without assistance.
- Proficiencies in multitasking and desk management are used to prioritize duties and engage in discussions in a professional and organized way.
Private Member Group Account Manager II
USAA
San Antonio, Texas
05.2022 - 11.2024
- Provides insurance and risk evaluations to non-members with assets exceeding $1.5 million. Many forms of High Value Home insurance are utilized for this. Specific house insurance, automobile and collector vehicle coverage, fine art, jewelry, wine, and memorabilia coverage, recreational vehicle coverage such huge boats, cyber liability coverage, and umbrella coverage
- Currently 2nd highest in bound premium ($243,297) out of all Highvalue Mass Affluent (40 employees) for the 2024 calendar year.
- Year-to-date have 2nd highest % in Carrier to USAA Bind percentage with 18.13% of the 320 policies bound were with our either Chubb or Pure.
- Currently year-to-date Quality rating of 98.9% Compliance and 98.3% Technical
- Top Gun recipient for May 2024
- Led entire team with Member Satisfaction year-to-date with 21 surveys for 94% satisfaction rate.
- Selected by leadership to be utilized for y-cording with training new hires.
- Selected by leadership to sit-in HVMA helpline and field questions.
- Provides insurance and risk evaluations to non-members with assets exceeding $1.5 million.
NMA Senior Specialist
USAA
San Antonio, Texas
11.2018 - 05.2022
- Assist with members with auto/property inquires and request
- Educate members with insurance needs aligned with BCC and SERVE
- Assist with peer to peer coaching and collaborates with leadership team to share best practices
- Communicates across several platforms team encouragement as well monitoring team aux and wrap times
- Consistently meeting and exceeding performance metric goals
- Created and executed coaching connections to share best practices
- Willie is now the POC for both Campaign feedback as well as Recognition
- Willie does assist with leading his team of 12 reps when his manager is out of office
- BIS/NMS SPECIALIST
Customer Relationship Representative III
USAA
San Antonio, Texas
12.2016 - 10.2018
- Assist with member inquiries and requests
- Identify members events and offer additional products and services to meet members needs
- Deepen the relationship between the member and USAA
- Researches and resolves general disputes in a timely and efficient manner
Licensed Insurance Agent
The Hartford
San Antonio, Tx
05.2015 - 12.2016
- Handle in-bound home and auto insurance request for AARP members
- Assist with questions regarding insurance quotes and policies
- Licensed in 50 States
Specialist
United States Army Reserves
07.2008 - 01.2016
- Provide detail attention to company living facilities
- Sleeping, dining, lavatory, and laundry
- Perform assigned tasks
- Delegate duties to assigned subordinates
- Operator for multiple military vehicles
- Maintenance military grade generators, air conditioning equipment and military tactical vehicles
- Received Honorable Discharge
Education
Management and Leadership Series Certificate -
LSU ONLINE CE
05-2026
Bachelor of Arts (B.A.) - Psychology
Southern New Hampshire University
Manchester, NH10-2024
High School Diploma - undefined
Fox Technical High School
06-2009
Skills
- Sales reporting
- CRM software
- Business development and planning
- Account management
- Client relationship management
- Relationship building and management
- Issue resolution
- Team Training
- Customer service
- Documentation and reporting
- Customer rapport
- Goal oriented
Accomplishments
- Training - Designed and executed one-month training program for company sales team, increasing employee productivity and product knowledge.
- Completed
Affiliations
National Society of Leadership and Success
Certification
Management and Leadership Series Certificate from LSU
Interests
Activities: Church outreach Evangelism programs Feeding and clothing the homeless Neighborhood programs like Increase the Peace Community Cleanup Projects
Timeline
GENERAL LINES ACCOUNT MANAGER I
USAA Agency - High Net Worth
11.2024 - Current
Private Member Group Account Manager II
USAA
05.2022 - 11.2024
NMA Senior Specialist
USAA
11.2018 - 05.2022
Customer Relationship Representative III
USAA
12.2016 - 10.2018
Licensed Insurance Agent
The Hartford
05.2015 - 12.2016
Specialist
United States Army Reserves
07.2008 - 01.2016
Bachelor of Arts (B.A.) - Psychology
Southern New Hampshire University
High School Diploma - undefined
Fox Technical High School
Management and Leadership Series Certificate -
LSU ONLINE CE