Agency Owner Resume
Summary : As an Agency Owner the primary responsibilities of the position is to drive and grow new business revenue, and ensuring clients receive superior customer service.
Skills : Management, Problem Resolution, Strategy Development.
Description :
- Successfully managed the Sales and Customer Service for an Insurance book of business.
- Responsible for all new business quoting and sales. Ultimately responsible for the customer service experience for all policyholders.
- Personally directed the effective resolution of claims and complaints from customers.
- Managed an employee and saw to their development in sales and customer service skills.
- Responsible for payroll, commissions, workers compensation and overall office management.
- Doubled Commercial Lines book of business by actively soliciting new customers in the Restaurant, Convenient Store, Construction.
- Developed a user training manual and onboarding guide to best support new agency employees.
Experience
10+ Years
Level
Senior
Education
Diploma
Agency Owner Resume
Summary : Conclusive presentation, negotiation and closing skills with the ability to influence others. Proven leader with refined communication, organization and time management skills.
Skills : Insurance, Sales, Management, Marketing, Real Estate.
Description :
- Offered and maintained multi-line insurance products: Property, Casualty, Commercial General Liability, Worker's Compensation.
- Consistently maintained retention ratio annually. Consulted with insurance agencies and brokers.
- Specialized in commercial insurance, business general liability, and worker's compensation for small to medium size business owners.
- Dedicated to meeting customer needs through building long-term relationships that can last a lifetime and gain many business referrals.
- Trained staff to carry out the day-to-day business operation activities to run efficiently and smoothly.
- Developed ongoing marketing strategies to grow business and always bring in new clients.
- Evaluated, analyzed, and applied underwriting guidelines for each new line of business.
Experience
7-10 Years
Level
Management
Education
Business Management
Agency Owner Resume
Summary : Results oriented with a consistent record of exceeding standards and expectations. Outstanding communication and presentation skills with a unique combination.
Skills : Management, Salesforce, Medical Devices.
Description :
- Developed and implemented a sales plan and manage all phases of the sales cycle from prospecting to close and follow-up support.
- Represented a full line of insurance products, serving as a trusted advisor to businesses and individuals.
- Hired, trained and supervised sales support staff, and create a fun and productive work environment.
- Drove a pace-setting increase in annual revenue in FY2012, outperforming "high-reach" sales targets every quarter.
- Earned awards for excellent sales performance, including the Farmers Production award.
- Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
- Set and prepared insurance presentations from cold calls and paid leads.
Experience
10+ Years
Level
Senior
Education
Political Science
Agency Owner Resume
Summary : Advocate within Farmers to provide them with a comprehensive portfolio of solutions and options. Other exciting and fulfilling responsibilities.
Skills : Technical Skills, Marketing.
Description :
- Assisted Market Director launch Farmers in the Roanoke market.
- Evaluated leads obtained through direct referrals, lead databases and cold calling.
- Finalized sales and collected necessary deposits.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Daily interaction with existing agency and direct client business.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
- Managed a team of professionals to grow agency and service existing customers.
Experience
10+ Years
Level
Senior
Education
BA
Agency Owner Resume
Headline : Considerable experience in sales, training and management and put it to work in a challenging, forward moving environment.
Skills : Microsoft Office, Case Management, Sales.
Description :
- Created and worked in a fast-paced sales driven environment.
- Helped to grow the agency from scratch to a million book of business.
- Contacted prospective customers via telemarketing to grow business.
- Prepared forms or agreements to complete sales.
- Determined customers' financial services need and prepare proposals to sell services that address these needs.
- Conferred with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
- Directed the hiring, training, or performance evaluations of marketing or sales staff and oversee their daily activities.
Experience
5-7 Years
Level
Consultant
Education
Diploma
Agency Owner Resume
Objective : Seeking an opportunity that builds upon educational foundation and professional experiences to develop and further career.
Skills : Sales Management, Customer Relationship Management.
Description :
- Sold customized insurance solutions to suit the client and business needs.
- Discussed existing coverage of the individual or property and further explained what American Family could do to their benefit.
- Determined construction age and value, also any other characteristics to determine risk.
- Maintained excellent records and completed notice of policy renewals in a timely manner.
- Called on clients to review, update, or suggest additional changes to their policies.
- Monitored sales staff performance to ensure that goals are met.
- Resolving discrepancies, posting reports in a timely manner.
Experience
2-5 Years
Level
Junior
Education
Business
Agency Owner/Co-ordinator Resume
Summary : Manage client costs, mitigate risk and establish strategic, mutually beneficial partnerships and relationships with users, vendors and service providers.
Skills : Market Analysis, Sales Force.
Description :
- Evaluated cost reduction and program improvement need for clients by analyzing financial data.
- Managed the day-to-day tactical and long-term strategic activities within the business.
- Guided Clients on customized financial management strategies and asset protection plans.
- Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance.
- Maintained confidentiality of bank records and client information.
- Generated new business through marketing, networking and cross-selling.
- Determined staffing requirements and interviewed, hired and trained new employees.
Experience
10+ Years
Level
Senior
Education
Psychology
Agency Owner/Analyst Resume
Summary : Accomplished business development consultant, experience assisting clients in analyzing, implementing and evaluating business projects to meet performance expectations.
Skills : Management, Communication Skills.
Description :
- Consultant with demonstrated track record driving growth, reducing cost, improving operations.
- Problem-solving abilities constantly utilized, managing budget for office including all expenses and payroll.
- Developed networking and marketing strategies, utilized team building to create networks.
- Sells financial products and insurance to new and current clients.
- Compiled lists of prospective clients to provide leads for additional business.
- Leadership skills utilized, managed and educated support staff, complete reviews and provide feedback to staff.
- Increased annual premiums of a year for three consecutive years.
Experience
7-10 Years
Level
Management
Education
Business Administration
Lead Agency Owner Resume
Summary : Obtain a position which utilizes experience in sales, Advanced Planning, recruiting and management. Profile of Qualifications Proficient sales in recruiting and management.
Skills : Transportation, Logistics, Project Management.
Description :
- Applied organizational skills toward selling financial products to clients.
- Fostered, nurture and maintained positive relationships with clientele.
- Provided expert guidance and innovative solutions for individuals and businesses in the areas of retirement planning, insurance.
- Managed and Mentored Agents in Business Operations and Financial Services.
- Hired, Trained, Developed, Managed and Mentor Top Producers in Company.
- Presented seminars for clients on financial diversification and advanced planning.
- Managed and built an insurance agency meeting Allstate's annual goals.
Experience
7-10 Years
Level
Management
Education
B.A
Associate Agency owner Resume
Summary : Self-motivated outside sales professional experienced in both technical and non-technical, fast-paced team environments. Relationship building and closing expert. Outside sales specialist with strength.
Skills : Communication Skills, Management.
Description :
- Calculated premiums and established payment methods for sales.
- Identified and solicited sales prospects in agency databases.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Collected all premiums on or before the effective date of coverage.
- Negotiated new and renewal production goals with a business development manager.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
- Provided overall support to the sales organization as needed. For instance, providing pre-sale and post-sale materials and other overall client service-oriented tasks.
Experience
10+ Years
Level
Senior
Education
Business
Asst. Agency owner Resume
Summary : Versatile and results-oriented business professional with leadership experience & training. Highly adaptable with demonstrated the ability to lead and operate in many different business environments.
Skills : Sales Force, Marketing.
Description :
- Successfully launched a new insurance agency from the ground up.
- Managed the efficient execution of the daily office operations, budgeting, and personnel.
- Developed and implemented performance standards and processes to drive customer growth.
- Created, developed and strategically planned all marketing plans for the agency.
- Hired, managed, and trained all agency personnel.
- Developed worked processes, organizational structure, management processes, and administration procedures.
- Conducted annual property and casualty, life and financial reviews.
Experience
10+ Years
Level
Senior
Education
Management
Agency Owner Resume
Summary : Dependable sales leader bringing management experience and a willingness to take on added responsibility to meet tight deadlines.
Skills : Sales Development, Customer Service,
Description :
- Calculated premiums and established payment methods for sales.
- Identified and solicited sales prospects in agency databases.
- Met with an average of walk-in policyholders to address and resolve complaints.
- Evaluated leads obtained through direct referrals, lead databases and cold calling.
- Met with existing and prospective clients each week to select appropriate insurance policies.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Finalized sales and collected necessary deposits.
Experience
10+ Years
Level
Senior
Education
Bachelors
