Joe Kozlowicz Email & Phone Number

Colorado Springs, Colorado, United States

Colorado Springs, Colorado Area

Branch Supervisor responsible for directing day-to-day activities of an assigned agency branch including: Assigning tasks and managing work flows; monitoring team performance; scheduling; hiring and coaching; training support; team development, team communication and support; personally serving as account manager for assigned book of business and personal book of business.Highlights•IOA Servant Leadership Course - Completed

Colorado Springs, Colorado Area

•Oversees day to day operation simultaneous with managing own book of business•Proactively recognizes positive and negative performance trends and responds appropriately •Encourages ongoing growth and professional development of all operations personnel•Ensures performance expectations are being exceeded with regard to production, quality, and service•Insurance Licenses: Property & CasualtyHighlights•Overseen and co-created agency's website www.LeadingEdgeAviationInsurance.com•IOA Management “Boot Camp” Course- Completed

Colorado Springs, Colorado Area

•Understand each client’s risk exposures thoroughly before pairing them with suitable insurance coverage•Proactively capture new business opportunities to grow book of business•Act as a liaison between clients and insurance carriers to secure appropriate coverage and termsHighlights•February 2014 - Developed and implemented the acquisition of a new book of business to ensure a seamless transition for 900+ new clients to our agency

Colorado Springs, Colorado Area

•Built, maintained, and enhanced client relationships through comprehensive, personalized service, and guidance to high net worth clients, minimum $250,000, and Enhanced Personal Service Group, minimum $1,000,000•Expanded current shareholder relationships by increasing assets under management•Educated clients about investments, investment strategies, and asset allocation•Transacted equity, options, fixed income and mutual fund trades•Put client’s interests first while offering world class service during life changing events that required a thorough understanding of IRS regulations and company policyCompleted T. Rowe Price's Leadership Development Pipeline including the following workshops:-Leadership/Emotional Intelligence-Displaying Confidence, Approachability, and Credibility-Delivering and Receiving Constructive Feedback-Passion to Coach Others-Communicating Clearly and Openly-Planning and Organizing-Taking Initiative and Goal Setting for Results-Working with Behavioral Styles

Colorado Springs, Colorado Area

•Strategically integrated 4 key areas of the Consultative Client Interaction Model into each interaction to discover client’s stated and unstated needs to effectively offer the best solutions and service•Maintained Personal Services clientele accounts – Investors with multi-million dollar investment portfolios•Expanded current shareholder relationships with the potential of increasing assets under management•Led department tri-site for March 2012 incoming asset “leads”•Facilitated required minimum distribution calculation and IRA conversion discussions

Colorado Springs, Colorado Area

•Processed unsolicited orders as per shareholder request in a timely accurate manner while providing a high level of service to the client•Fulfilled existing shareholder service requests, including mutual fund transactions, account registrations, research of past transactions, and provided solutions to customer service issues•Introduced new services to shareholders who placed an inbound call to T. Rowe Price•529 College Saving Plan Specialist•IRA Specialist

•Created effective strategies for continued store growth•Ordered, tracked, monitored, and recorded product and parts inventory•Supported a highly motivating environment that was used as the building blocks for our success •Trained new employees on selling techniques, repairs, and day to day operations•Tracked the progress of all orders placed for customers to ensure 100% satisfaction•Store budget development and management

•Educated customers about the benefits of using ORECK’s products•Provided excellent customer service and support to each individual •Continuously exceeded all sales goals•Contributed to becoming a leading franchise in the region