Agency Owner resume example with 20+ years of experience
- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
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 |
Farmers Insurance Metro North District – Denver, CO,
* 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
Metromile – Phoenix, AZ,
* 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
Midwestone Financial Group, Inc. – Coon Rapids, MN,
* Discovered clients' particular needs and financial situations by scheduling
fact-finding appointments
* 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.
New England Financial Group – City, STATE,
* Actively solicited new financial planning customers by attending trade shows and
exhibitions
* Strategically targeted commercial prospects for estate planning, succession
planning, and 401(K) management services.
NCNB National Bank – City, STATE,
* Managed $60,000,000 construction loan portfolio
* Negotiated criticized asset dispositions resulting in recovery of substandard
and doubtful exposure totaling $4.2M
NCNB National Bank – City, STATE,
* Analyzed and consolidated customer financial statements for loan committee
* Assisted loan officers in credit approval process
Indiana University - Bloomington, IN
Licensed in Property and Casualty, and Life and Health
Registered Representative Series 6 and 63
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Resume Overview
School Attended
- Indiana University
Job Titles Held:
- Agency Owner
- Licensed Sales Producer
- Registered Representative and Agent
- Registered Representative and Agent
- Loan Officer - Real Estate Banking Group
- Credit Analyst
Degrees
- Bachelor of Science
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