Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Work Preference
Quote
Software
Timeline
OperationsManager

Zachary Percell

Chattanooga,TN

Summary

Developed critical, analytical, and decision-making skills within a structured, high-stakes environment. Demonstrated ability to interpret complex data and assess risk factors with precision. Looking to transition into new field by applying these transferable skills to drive impactful results in diverse professional settings.

Overview

5
5
years of professional experience
2
2
Certificate

Work History

Stop Loss Underwriting Specialist

Unum - Amynta Risk Solutions
03.2023 - Current
  • Served as a subject matter expert for our intake process.
  • Participated in a product wide digital transformation project to launch a new integrated workflow software.
  • Developed customized insurance solutions for clients, addressing their specific needs and requirements for Stop Loss insurance.
  • Analyzed census and claims reporting documents.
  • Provided training and guidance to junior team members, fostering a collaborative team environment focused on continuous improvement.
  • Collaborated with sales teams to support client acquisition and increase overall portfolio growth.
  • Maintained up-to-date knowledge of industry trends and regulatory changes to ensure compliance with all relevant guidelines.
  • Contributed to the establishment of underwriting guidelines and best practices, promoting consistency and adherence to company standards.
  • Made approval and denial recommendations by determining accurate risk levels.

Sales Associate

State Farm Insurance - Brett Smalley
06.2020 - 03.2023
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Quoted and calculated premium rates for policies, using rate book, ECRM, and company specific software.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Handled approximately 650 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 50%.
  • Conducted annual reviews of existing policies to update information.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Truckload Operations Intern

Logistics Made Simple - Fitzmark
02.2020 - 06.2020
  • Fielded inbound calls to offer basic information, take messages and direct callers.
  • Offered technical assistance to support front-line teams with daily operations and special projects.
  • Gathered, organized and input information into digital database.
  • Negotiated prices, terms of sales and service agreements.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.

Education

Bachelor of Science - Business Administration - Marketing

The University of Tennessee - Chattanooga
Chattanooga, TN
05.2021

Skills

  • Stop Loss Insurance
  • Project Management
  • Insurance Underwriting
  • Digital Transformation
  • Microsoft Excel
  • Data interpretation
  • Insurance Policy Sales
  • Client Prospecting
  • Training Junior Team Members
  • Property and Casualty Products

Certification

  • Leading People and Teams Specialization (University of Michigan)
  • Google AI Essentials Certification
  • Property and Casualty Insurance License for Tennessee and Georgia
  • Life and Health Insurance License for Tennessee and Georgia

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

HybridRemoteOn-Site

Important To Me

Career advancementCompany CulturePersonal development programsHealthcare benefits

Quote

In the business world, the rearview mirror is always clearer than the windshield.
Warren Buffett

Software

Salesforce

ESL Office

Excel

Rally

Timeline

Stop Loss Underwriting Specialist

Unum - Amynta Risk Solutions
03.2023 - Current

Sales Associate

State Farm Insurance - Brett Smalley
06.2020 - 03.2023

Truckload Operations Intern

Logistics Made Simple - Fitzmark
02.2020 - 06.2020


  • Leading People and Teams Specialization (University of Michigan)
  • Google AI Essentials Certification
  • Property and Casualty Insurance License for Tennessee and Georgia
  • Life and Health Insurance License for Tennessee and Georgia

Bachelor of Science - Business Administration - Marketing

The University of Tennessee - Chattanooga
Zachary Percell