Salesforce
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, TN05.2021
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 TimeWork Location
HybridRemoteOn-SiteImportant To Me
Career advancementCompany CulturePersonal development programsHealthcare benefitsQuote
In the business world, the rearview mirror is always clearer than the windshield.
Warren Buffett
Software
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
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