Summary
Work History
Education
Skills
Timeline
Generic

Zachary Carter

Shelbyville,KY

Summary

Resourceful Insurance Consultant known for high productivity and efficient task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in negotiation, strategic planning, and analytical thinking, ensuring optimal solutions for both clients and providers. Leverage communication skills and empathy to build trust and maintain long-term client relationships.

Work History

Insurance Consultant

Automatic Data Processing, ADP
Louisville KY, KY
12.2024 - Current
  • Achieved repeat business and referrals through personalized services.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Educated clients on industry standards, regulations and best practices related to insurance coverage.
  • Collaborated with other departments such as sales, marketing and finance teams on cross-functional projects.
  • Advised clients on the latest trends and developments in the insurance marketplace.

Bartender/ Social Media/Marketing Manager

Barrel Room
4 2022 - Current
  • Make daily posts on social media sites that include band promotions, drink specials and engaging posts as well as respond to any messages revieved .

Head Teller

Stock Yard Bank & Trust
6 2022 - 6 2023
  • Consultative Selling – Engaging customers and prospects to uncover needs and offer solutions
  • Supervise all Service Associate activities, including customer service efforts, balancing success, and maintenance of work areas
  • Participate in the interviewing process and hiring decisions
  • Provide ongoing training, feedback and input to Office Manager on Service Associate performance reviews
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Insurance Agent

Old Kentucky Insurance
8 2019 - 6 2022
  • Analyzed customer needs and provided best options, upselling products and services
  • Cultivated lasting professional relationships and grew client referrals to promote agency success
  • Reviewed coverage land and strategic initiatives, determining how best to align new offerings with business goals
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.

Medicaid Eligibility Specialist

HUMANA INSURANCE
9 2013 - 8 2019
  • Review criteria for different aid programs to determine eligibility for various applications
  • Granted, modified, denied, or terminated assistance based on key information and eligibility

Education

High School Diploma -

Martha Layne Collins High School
Shelbyville KY
2013

Some College

University of Louisville
Louisville KY
2013

Skills

  • Risk Management Evaluation
  • Client Prospecting
  • Persuasive Negotiation
  • Asset Protection
  • Written and Verbal Communication
  • Time Management
  • Service Oriented
  • Licensed to sell Property and Casualty Insurance in all 50 states
  • Networking and relationship building
  • Client needs analysis

Timeline

Insurance Consultant

Automatic Data Processing, ADP
12.2024 - Current

Bartender/ Social Media/Marketing Manager

Barrel Room
4 2022 - Current

Head Teller

Stock Yard Bank & Trust
6 2022 - 6 2023

Insurance Agent

Old Kentucky Insurance
8 2019 - 6 2022

Medicaid Eligibility Specialist

HUMANA INSURANCE
9 2013 - 8 2019

High School Diploma -

Martha Layne Collins High School

Some College

University of Louisville

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Zachary Carter