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Agency Owner Resume Example

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AGENCY OWNER
Summary
Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities. Entrepreneurial State Farm agent with a history of surpassing customer and employer expectations. Leverage consultative-sales strengths to identify opportunities, nurture relationship and close deals. Dedicated and tenacious sales expert, with a reputation for consummate professionalism and exemplary ethics. Remain current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices.
Experience
Agency Owner01/2017 to CurrentCompany NameCity, StatePromoted client retention through high-quality service and follow through. Finalized and maintained all types of personal lines insurance policies within the agency. Developed life insurance and commercial insurance leads to meet monthly sales targets. Developed productive working relationships with car dealers, loan processors and other business partners in the community.
Owner06/2015 to 12/2016Company NameCity, State
  • Focused on helping clients manage the risks of everyday life, recover from the unexpected and realize their financial dreams.
  • Develop positive working relationships with clients.
  • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs.
  • Explain the differences in policy specifics so clients can make informed decisions about their purchases.
VP Branch Manager06/2014 to 06/2015Company NameCity, State
  • Responsible for generating revenue and fee-income through promotion of Bank services, deposit and lending products, and customer referrals to other business units.
  • Oversee safe and efficient operation of the retail office to ensure compliance with applicable state and federal banking regulations, bank policies and procedures, and all regulatory compliance mandates and satisfactory branch audits.
  • Plans and implements business development programs, and represents the Bank in community activities.
Assistant Branch Manager12/2013 to 06/2014Company NameCity, State
  • Maximizing, developing and maintaining an effective team through clear expectations and consistent coaching.
  • Engaging and supporting team members in client relationships, including crafting solutions that fit the client's needs.
  • Generating business through outside calling efforts and capitalizes on internal opportunities.
  • Responsible for overseeing daily branch operations, ensuring accuracy, efficiency and the delivery of exceptional service.
Branch Manager07/2004 to 12/2013Company NameCity, State
  • Directing and coordinating branch activities personally or through branch staff to attain branch goals and increase profitability.
  • Ensuring operational integrity and compliance.
  • Employee development for sale partners and fee income for branch.
  • Responsible for Directing and coordinating branch activities personally or through branch staff to attain branch goals and increase profitability.
  • Ensuring operational integrity and compliance.
  • Employee development for sales r staffing branch, including interviewing and hiring.
  • Ensuring branch FTE is properly allocated according to customer visitation patterns.
  • Assisting with vault handling and cash balancing.
Education and Training
Associate of Arts: Business AdministrationShasta CollegeCity, StateBusiness Administration
High School Diploma2003Orland High SchoolCity, State
Activities and Honors
Corning Rotary Club - Board Member
Interests
Passionate leader, skilled at building top-performing teams focused on impeccable service delivery and accountability for goal achievement.
Skills
Approach, banking, business development, coaching, cold calling, client, clients, delivery, direct mail, Directing, financial, hiring, image, insurance, regulatory compliance, office, policies, promotion, retail, sales, staffing, Employee development
Additional Information
  • Passionate leader, skilled at building top-performing teams focused on impeccable service delivery and accountability for goal achievement. Fully licensed Insurance Agent - Property & Causality Broker Agent, Life & Health License and Series 6 & 63.
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Resume Overview

School Attended

  • Shasta College
  • Orland High School

Job Titles Held:

  • Agency Owner
  • Owner
  • VP Branch Manager
  • Assistant Branch Manager
  • Branch Manager

Degrees

  • Associate of Arts : Business Administration
    High School Diploma 2003

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