Chief Operating Officer/Associate Principal Agent Resume Example
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CHIEF OPERATING OFFICER/ASSOCIATE PRINCIPAL AGENT
Summary
Dedicated business professional adept at managing complex situations.
Eager to fulfill a Leadership "SUPPORTING" role to further the right company's mission and vision.
Excellent communication, writing and typing skills.
Highly experienced and focused with great eye for detail.
Poised and calm even in stressful situations.
Looking to bring a wealth of experience to a new position with an exciting company.
Effective at dealing with individuals during stressful and confusing situations.
Proficient in working with the Leadership Team, Employees, Clients, and Vendors to handle communications and requirements via email, letter, telephone calls or in person.
Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues.
Able to identify and resolve concerns and problems.
Strong clerical skills.
Notary Public.
Trustworthy.
Team Player.
Skills
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Experience
Chief Operating Officer/Associate Principal Agent09/2017 to 12/2019Ephlin Insurance Group, Inc.City , STATE
- In December 2019, I sold my insurance agency and was given the opportunity to retire at a young age. I am in a unique position of not having to work, but realize that I want to work.
- Although I have worked in a leadership position for the past 24 years, it is my desire to transition from a leadership position to a supporting position.
- Developed operational policies and processes, guaranteeing staff maintained compliance of Insurance Agents federal, state, and local laws and regulations.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Maintained productive relationships and communication channels across organization.
- Managed and kept accurate and confidential records of all employees within the 4 agencies.
- Reviewed, culled and fine tuned 5 individual and separate Business Employee Handbooks to one all-inclusive, easy to understand, clear and concise Employee Handbook that was distributed to all employees.
- Managed all job postings.
- Created and managed all Job Descriptions and work flow processes.
- Screened all potential new employee resumes, handled initial first point of contact, first outbound phone interview, first, second and third in-person interviews, pay negotiations, hiring and on-boarding processes.
- Maintained all confidential employee records, personally conducted all employee reviews, derogatory event write ups, probationary measures and employee dispute resolutions.
- Optimized supply chain to reduce materials costs.
- Collaborated with company partners to develop and actualize strategic plans to advance company's mission and objectives and promote revenue, profitability and growth.
- Led restructuring efforts through Agency Acquisitions thus slashing annual costs in excess of $100,000 within a 45 day time frame.
- Recruited and hired talented professionals with drive and dynamic skills to build success within the organization.
- Established new workflow and employee training processes to improve operational efficiency.
- Partnered with executive team to define company goals.
- Developed and monitored internal control and file audits.
- Hired, trained and mentored staff members to maximize productivity.
- Transformed departmental operations through aggressive process overhaul and attention to quality.
Chief Executive Officer, President, Owner02/2005 to 09/2017C. L. Berenato Insurance, LLCCity , STATEEphlin
- In September 2017, I merged my Insurance Agency with 3 other Nationwide Agents creating one of the largest Nationwide Insurance Agencies in the region and became Chief Operating Officer and managing director of 4 agencies located in Tennessee, Arkansas and Mississippi.
- Handled all Chief Operating Officer duties listed EphlinEphlin Insurance Group, Inc plus the following:
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
- Analyzed and determined courses of action to align operations and revenue performance with organizational goals.
- Reviewed daily financial reports and reconciled accounts to keep information current and accurate.
- Established clear and effective policies for standardization across different areas of operations.
- Oversaw strategic business decision-making to develop, enhance and enforce business mission.
- Recruited and hired talented professionals with drive and dynamic skills to build success within organization.
- Developed and monitored internal control systems.
- Cultivated and maintained strong industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
- Conducted financial analysis, researched business agreements, and negotiated and closed on critical contracts.
- Revitalized business plans and realigned company objectives to increase overall profits.
- Spearheaded roll out of new marketing plan, enabling organization to successfully and profitably adapt to changing market conditions.
- Created new sales tools and processes to help staff members improve customer service offerings.
- Directed hiring and training of new department managers to drive organizational improvements.
- Controlled changes and provided support during 5 separate restructurings.
- Cultivated successful business culture focused on performance optimization and goal attainment.
- Handled Employee Payroll utilizing QuickBooks Payroll Services.
- Managed all agency fiduciary responsibilities including but not limited to premium audits, client payment processing, file audits, bank account reconciliations and business banking decisions.
- Agency successfully endured annual Fiduciary Audits which scored 100% consecutively year after year.
- Secured Property and Casual Insurance Agents License in 1987.
- Secured Life and Health Insurance Agents License in 1995.
- Secured Series 6 and 63 License in 2004. (License was retired in 2010.)
Partner, Insurance Sales Agent10/1995 to 02/2005Booth-Berenato Insurance AgencyCity , STATE
- Notated all client information and contact notes into company's customer relationship management system.
- Co-Founder of Business Referral Network of Memphis which was a Faith Based networking group that met on a weekly basis to generate new sales leads, support local business owners and mentor new members.
- Served on the Board of Directors and assisted in the creation of By-Laws for Business Referral Network of Memphis.
- Represented agency at numerous events to develop network connections and promote new business.
- Facilitated agency's everyday administrative operations, supervised support staff and ensured office remained compliant with company, state, federal and local regulations.
- Delivered high level of service to all peers, management and clients in effort to extend partnerships for future opportunities.
- Led employee performance reviews and discussed improvement strategies with each team member.
- Prepared, negotiated and executed marketing and service level agreements with clients while achieving and maintaining 89% client retention rate.
- Collaborated with company partners to develop and actualize strategic plans to advance company's mission and objectives and promote revenue, profitability and growth.
- Generated more than $1.5M in new business within a 5 year time period.
- Built relationships with strategic partners leading to business development opportunities.
- Consistently exceeded sales goals through up-selling and cross-selling within existing client base, as well as strategically attracting new business.
- Provided efficient resolution to issues to the satisfaction of clients.
- Managed company key accounts to promote ongoing project profitability and superior customer satisfaction.
Education and Training
Life Underwriter Training Council Fellow: Insurance And Financial Advisor09/2010The American CollegeCity
High School Diploma05/1984Bartlett High SchoolCity
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Resume Overview
School Attended
- The American College
- Bartlett High School
Job Titles Held:
- Chief Operating Officer/Associate Principal Agent
- Chief Executive Officer, President, Owner
- Partner, Insurance Sales Agent
Degrees
- Life Underwriter Training Council Fellow : Insurance And Financial Advisor 09/2010
High School Diploma 05/1984
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