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owner resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Executive Profile

Over 15 years of successfully leading individuals to company goals and client needs. Business owner with expertise in areas ranging from business administration, marketing insurance/financial products to selecting and training staff. Key Accomplishments: Entrepreneur that created an "Independent Marketing Organization" insurance agency that has analyzed over fifty different insurance company's financial products. Grew this start-up business to over 5 million is annual sales through effective business planning, creative sales techniques and innovative marketing. Recognized by clients and colleagues as a consummate professional with a high degree of personal integrity. Expert knowledge and skills in all facets of life, disability, long term care, and annuities. Managed a prosperous Knights of Columbus Insurance Agency. The Claire Agency consistently exceeded quota and ranked among the leaders of the organization. Out of nineteen agencies in the Tri-State area, The Claire Agency has finished first or second in life premium issued business since 1999. Dedicated Recruiter with relationship building skills that resulted in consistent agency manpower growth. Developed and transferred a contagious passion for excellence that trickled down to everyone in the company. Passionate Visionary Leader skilled at building a top performing agency through the selection, training and supervision of performance driven individuals.

Skill Highlights
  • Negotiations expert
  • Leadership/communication skills
  • Product line expansion
  • Budgeting expertise
  • Employee relations
  • Analytical reasoning
  • Forecasting and planning
  • Advanced problem solving abilities
  • Performance tracking and evaluation
  • Team building
Core Accomplishments
  • Lifetime board member for Insurance and Financial Advisors for Union, Middlesex and Somerset Counties.
  • Past President for Insurance and Financial Advisors
  • Current Board of Director for NJ Fraternal Insurance Counselor
  • Acknowledged as a book contributor for the LUTC Course 255 "Long Term Care" (first edition)
  • Acknowledged as a book contributor for the LUTC Course 202 "Meeting Client Needs" (first edition)
  • Past LUTC chairman
  • LUTC moderator and teacher of insurance courses for The American College.
  • Published article for Financial Advisor Publications (August 2010)
  • Six time "Supreme Knights Club" award winner (most prestigious award for Knights of Columbus).
  • Fifteen years of exceeding home office team commission goals.
Professional Experience
Owner, 03/2013 to Current
KrogerBeavercreek, OH,
  • Owner of an IMO (Independent Marketing Organization) responsibilities range from creating strong relationships with the owners of national clearinghouses, individual insurance companies, individual sales agents and all clients.
  • Understanding almost fifty different company's products and their unique advantages & disadvantages.
  • Knowing the competition from every source and teaching this to agents and staff.
  • Generating new business through effective market penetration strategies.
  • Created new revenue streams through training strategic cross selling to existing clients.
  • Managed team of 20 professional advisors.
  • Recommend to the agent what company and type of policy would be best for their client's personal analysis.
  • Expertise and passion in the area of providing successful joint field work with all contracted agents.
General Agent, 04/1999 to 02/2013
Barrett Business ServicesFife, WA,
  • Managed and initiated the entire agency system.
  • Strengthened company's business by leading implementation of new product lines (LTC & DI).
  • Everyday activities include prospecting, selecting, hiring, educating, training, joint field work, motivating, goal setting, mentoring and rewarding the agency sales team.
  • Unique experience of being the trainer in all phases from a new agent starting in the business to being a mentor/leader as each person matures into a successful producer.
  • Creating and cultivating very strong relationships with all fraternal leaders.
  • Generated new business through creative marketing strategies.
  • Providing each salesman the opportunity to be in the best position to build relationships with their potential clients.
  • Built the agency to 57 lodges totaling 12,000 members and a sales team of 12 producers that averaged $700,000 in life premium with 7 million in annuity premium.
Field Agent, 01/1990 to 04/1999
New York LifeSioux Falls, SD,
  • May 1999 promoted to General Agent 
  • Consistently performed above company expectations.
  • Building relationships with 900 families.
  • Grew revenues for Knights of Columbus.
Insurance Agent, 11/1988 to 1990
Met LifeCity, STATE,
  • Learning by one client at a time how to build an insurance practice.
Manager, 04/1987 to 10/1988
Dean WitterCity, STATE,
  • Responsible for all of the stock option clerks on the American Stock Exchange and New York Stock Exchange.
  • Had to analyze and solve all the trades from the previous day that had errors and solve the correct trade.
  • Supervised and managed the clerks while assigning them to certain aspects of the trades that would bring out each clerk's strengths and problem solving ability.
DK Clerk, 08/1986 to 03/1987
Dean WitterCity, STATE,
  • May 1987 Promoted to Manager 
  • Solving stock option trades that could not clear the system due to errors.
Education
Bachelor of Science: Economics and Marketing, Expected in 1986
Kings College - Wilkes-Barre, Pa.
GPA:
Double Major in Economics and Marketing
Professional Affiliations

* Past President of Insurance and Financial Advisors 

* NAIFA Member and Board of Director

* FIC Member and Board of Director

* GAMA Member

* LUTC Moderator and Eagle Award Recipient

* Past Board of Director for Fraternal Congress

Interests

* Finance Committee Saint Anne's Parish 2008-2010 (Two year term)

* Eucharistic Minister 2006-2013

* Coach for youth travel basketball, baseball and soccer

* Numismatist

* Knights of Columbus Member

* Deutscher Club Member

Skills

* Team Leader and Mentor

* Advanced Problem Solving Skills

* Teacher of Transferable Skills

* Product Analysis Expert

* Diverse Market/Industry Knowledge

* Staff Motivator​ 

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Resume Overview

School Attended

  • Kings College

Job Titles Held:

  • Owner
  • General Agent
  • Field Agent
  • Insurance Agent
  • Manager
  • DK Clerk

Degrees

  • Bachelor of Science

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