Technically proficient with customer data management software
Able to communicate effectively with diverse customer base
Ability to analyze financial data to make competent recommendations
Organizational Efficiency to protect personal, confidential client information
* Opened a start-up agency and grew to $1,000,000 in premium in three years
* Consistently exceeded company sales and quality requirements
* Purchased two additional agencies in 2000 and 2001
* Expanded premium to $6,000,000 while simultaneously initiating policies and
procedures to maximize profitability and customer retention
* Sold, marketed, and serviced insurance products to existing clients and new customers.
* Met new business production goals and objectives as established
* Prepared insurance quotes, conducted sales presentations, and closed sales
* Managed two sales producers and one CSR
* Presented and explained insurance policy options based upon prospective
client needs and their personal goals
* Achieved new agency owner candidate status required to open a new Allstate Agency
* Discovered clients' particular needs and financial situations by scheduling
* Determined extent of present coverage and investments
* Solidified long-term goals and objectives
* Developed a coordinated protection plan by calculating and quoting rates for
immediate coverage action and long-term strategy implementation.
* Actively solicited new financial planning customers by attending trade shows and
* Strategically targeted commercial prospects for estate planning, succession
planning, and 401(K) management services.
* Managed $60,000,000 construction loan portfolio
* Negotiated criticized asset dispositions resulting in recovery of substandard
and doubtful exposure totaling $4.2M
* Analyzed and consolidated customer financial statements for loan committee
* Assisted loan officers in credit approval process
Licensed in Property and Casualty, and Life and Health
Registered Representative Series 6 and 63
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