President / Insurance Agent - Retired
Built a thriving independent insurance agency from scratch, closing a profitable sale in 2020, prior toretiring and moving to Tennessee. Developed target markets, designing, developing, and executingbusiness and marketing plans to sell products and services. I advised and counseled customers throughclear and precise communication, identifying which insurance plans best suited their needs andbudgets, and building and maintaining mutually beneficial long-term relationships with key partnersand customers. Sustained consistent monthly growth and development, growing the business fromzero to a net worth of nearly $1 million in revenue.• Developed agency, creating a positive and productive work environment, hiring, training, andmanaging sales support staff and two partner/agents, as well as part-time office support andmarketing employees.• Supported more than 5,000 clients in 2020 with a mix of homeowner and automobile insurancepolicies.• Resolved issues and complaints promptly and professionally, demonstrating commitment toexceptional customer service.• Managed and executed comprehensive accounting functions for the insurance agency, ensuringprecise financial record-keeping, timely billings, and accurate financial reporting to supportbusiness operations and decision-making.• Accumulated years of extensive experience in the proficient use of the agency management system,AMS360, making it a valuable tool in managing and optimizing various aspects of the agency'soperations.
