Jerry C. Mullis, Cic, Cisr Email & Phone Number

Dallas, Texas, United States

• Generate and qualify opportunities
• Document sales by creating and updating customer records in CRM
• Source and develop client referrals
• Prepare sales action plans
• Maintain customer database
• Make sales calls to new and existing clients

Dallas, Texas, United States

• Led client consultations and insurance policy evaluations, ensuring comprehensive coverage and optimal pricing for clients, resulting in a 98.67 net promoter score.
• Negotiated and secured insurance policies from all prominent financially A-rated insurers, achieving all ramp up goals in sales and expanding market reach across key regions in Texas.
• Consistently generate high-quality leads by making hundreds of touchpoints and conducting up to 40 in-person visits per month.
• Deliver in-person presentations to high net worth realtors and loan officers, demonstrating the Goosehead model and advocating for representation.
• Developed and maintained strong relationships with realtors, title & loan officers in the Dallas area, enhancing referral rates by 25% in my agency and driving continuous business growth.
• Awarded the Champions Club Award for outstanding sales performance and customer satisfaction in 2023 onboarding.

Irving, Texas, United States

• Sell a wide range of insurance policies to businesses and individuals, including automobile, fire, property, marine, farm, medical malpractice, workers' compensation, general liability, directors and officers, and.
• Collaborate with MGAs and direct carrier underwriters to submit various types of ACORD, supplemental, and binding applications, ensuring compliance with legal requirements by collecting necessary closing documents.
• Ensure compliance with new carrier onboarding requirements.
• Prepare billing and estimate information for clients, providing financial recommendations.
• Manage a small team across three agencies, overseeing insurance operations, workflow management, and customer satisfaction.
• Supervise daily office operations, addressing any workplace inconsistencies or issues.

Irving, Texas, United States

• Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Cold-called and followed up with prospective customers to promote overall satisfaction and continued business.
• Initiated, followed up on, and closed out claims in an equitable manner for both the client and insurer.
• Initiated in house marketing campaigns via mailouts and online resources.
• Attended meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new accounts.
• Developed protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

Bachelor Of Arts - Ba, Psychology

High School Diploma