I am a self motivated and goal oriented Personal Lines Specialist with a history of successfully maintaining a high volume of business, with superb customer service and sales capabilities.
Skills
Salesmanship and Negotiation
Insurance Terminology
Client Service and Rapport
Solicitation
Team Building, Mentoring, and Management
Electronic authorization processing
Secure data practices
Oral and written communications
MS Office
Applied Epic
Outlook
Experience
Personal Lines Insurance Agent, 02/2017 to Current The Culinary Institute Of America – Saint Helena, CA,
Develop individualized personal insurance policies while educating my clients through easy to understand terminology.
Verify my clients receive optimal coverage by thoroughly researching available providers and coverage and premiums available to me as an independent agent.
Conduct annual policy reviews to identify new risk exposures and recommended additional coverage to clients.
Assess leads on new prospects and pursue them by constant positive communication
Provide excellent service and attention to customers when face-to-face or through phone and email conversations. Cultivating a client centered atmosphere generating referrals to increase the agency's footprint
70% increase in closed sales since beginning in 2017
Winner of 2019 Safeco Award of Distinction
Winner of the 2017 Polestar Sales Challenge through the West Bend Mutual Insurance Producer Development Program
Head Coach, 01/2014 to Current Cubesmart – Rockford, IL,
Prepare my athletes for games with a well-coordinated schedule of practices and individualized training sessions.
Develop programs to meet individual requirements and improve player health by designing nutritional guides and recommending enhanced life choices.
Encourage my players to become stronger, more agile athletes and more successful competitors through focus, effective training and proper fuel.
Review game tapes of competitors to understand strategies and plan approaches.
Schedule time to observe potential recruits and determine selections to fill out future team rosters
Cultivate a sense of team loyalty and commitment through excellent sportsmanship, strong leadership and dedication in a positive environment.
Empower and motivate my players to be the best versions of themselves through constant uplifting and inspiring communication.
Aided in the successful recruitment process of over 40 athletes ranging from NAIA to Division 1.
JV Head Coach, 11/2011 to 03/2017 Marian High School – City, STATE,
Prepared athletes for games with well-coordinated schedule of practices and individual training.
Developed training and exercise programs to meet individual requirements and team play strategies, and improved player health by planning nutritional guides and recommending enhanced life choices.
Encouraged athletes, fellow coaches, and parents to engage in good sportsmanship with competitors on and off field.
Supervised academic progress of student-athletes and arranged tutoring for those with falling grades.
Monitored safety of training, individual exercises and equipment usage to avoid sports injuries and damage to facility.
Applied evaluation techniques and personal knowledge to assess abilities when assigning players to correct positions which aid in individual and team success.
Consulted with athletic director and coaching staff to assess team structure and devise big picture strategies.
Paralegal, 03/2013 to 02/2017 Leone Halpin, LLP – City, STATE,
Participated in client interviews, observed questioning process and took notes to document information.
Observed strict privacy laws to prevent information breaches and protect client data.
Reduced workflow downtime by effectively organizing and managing client billing and case management files.
Used online databases such as WestLaw and LexisNexis to examine secondary sources, statutory law, case law and federal and state regulations.
Trained incoming staff on office procedures and case-specific duties.
Drafted correspondence and court documentation and submitted all materials to appropriate parties.
Drafted motions, briefs and other legal documents associated with litigation process.
Scheduled appointments for six attorneys and made adjustments and changes through the Practice Master application.
Facilitated efficient communication between judges, court administration, government agencies and attorneys.
Assisted attorneys with trial preparation, developed trial exhibits, responded to motions and organized documents for trial discovery.
Education and Training
Bachelor of Arts: Criminal Justive, Expected in 05/2014 Indiana University South Bend - South Bend, iN, GPA:
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