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• Conduct roofing inspections• Develop sales proposals• Prepare and present sales contracts• Participate in sales conferences

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 errors and omissions insurance.• 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.• Create daily communication and activity log reports, resolving any discrepancies with the team.

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.• Obtained underwriting approval by completing application for coverage.

Bachelor Of Arts - Ba, Psychology

High School Diploma