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Sales Insurance

Location:
Bethesda, MD
Posted:
December 24, 2014

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Resume:

George Bailey, Jr.

***** ********* ******

Manassas, VA 20112

(Cell) 703-***-****

Email: acg464@r.postjobfree.com

OBJECTIVE

Commercial Insurance Producer

Summary of Qualifications

• Over 7 years independent and captive agency management

• Familiarity with multiple insurance carrier commercial products and underwriting guidelines

• Established strong producer relationships outside and within the agency

• Hold responsibility for policy reviews prior to renewals

• Experience in Insurance Agency Marketing practices and Customer Service

• Experience at independent agency business and sales planning

• Knowledge of multiple carrier commercial and personal lines products

• Knowledgeable with Agency digital marketing

• Working relationships with Underwriters and Carrier Account Managers

• Experience with Agency Management systems

Education

Strayer College, Sterling, VA, Business Administration and Accounting 1993

Business Administration Degree, Averett University 1998

Professional Training

Professional Insurance Agents of America (CPIA) 2011

Allstate Multiple Lines Insurance Sales Education Training 2008

State Farm Agency Intern Training Program 2007

Commercial Liability Insurance for Contractors 2012

American Insurance Marketing and Sale Society 2010

Professional Licenses

Certified CPIA

Property and Casualty, Life and Health (VA, MD, DC)

NASD Series 6 and 63

Professional Experience

Griffin Owens and Associates/Gainesville, VA, Dec 2013-Present

• Elevate client relations by establishing credibility, discerning needs and providing appropriate coverage

recommendations

• Manage premium billings and renewals for insured

• Schedule and perform client policy coverage reviews for personal line policy holders

• Inspect property, examining general condition, type of construction, age and other characteristics to

determine if it’s a good insurance risk

• Developed annual sales and business plans

• Responsible for sales of insurance products that meet each client’s specific asset coverage needs

George Bailey Insurance Agency, Agency Owner/Gainesville, VA, Nov 2010 - Dec 2013

• Represented multiple brand name carriers as an independent Agent

• Managed agency staff of three (3) associate agents

• Managed premium billings and renewals for insured

• Scheduled and performed client policy coverage reviews for personal line policy holders

• Achieved a 92% retention rate on existing book of business

• Inspected property, examining general condition, type of construction, age and other characteristics to

determine if it’s a good insurance risk

• Sold and managed personal and commercial lines policies meeting coverage needs of insured

• Helped clients monitor workers’ compensation policies and payrolls to ensure proper budgeting

• Assisted clients with information to file workers’ compensation claims and audits

• Examined documents for completeness, accuracy or conformance to standards and policy guidelines

Allstate Insurance Company, Exclusive Agent/Owner, Aldie, VA, Jan 2008-Nov 2010

• Developed and implemented sales plan and managed all phases of sales cycle from prospecting to close

and follow-up support

• Represented a full line of insurance and financial products to include Auto, Home, Life, Annuities, and

Retirement Plans

• Served as a trusted advisor to businesses, policy holders and potential customers

• Provided leadership, training and direction to sales staff

• Identified and marketed new products and services to enhance multi-line customer base

• Developed, administered, and implemented strategic long-range plans

• Assisted in providing sound financial, insurance and wealth-management services to protect client assets

and grow the net worth of their respective portfolios.

State Farm Insurance Company, Agency Intern, Ashburn, VA, May 2007 – Dec 2007

Received comprehensive training and mentoring in products and services fundamentals, team management and

development, leadership skills, and hands-on experience with existing State Farm Agents

Craftsman Auto Body Management Team, Manager, Purcellville, VA, May 1998 - May 2007

• Coordinated daily business and administrative activities for 15,000 sq ft facility

• Supervised technical administrative and detail staff of 12

• Monitored operations to ensure services rendered conformed to company polices

• Ensured insurance company direct repair criteria was followed

• Reviewed operational expenses and collection reports for accuracy

• Provide pro- active problem solving with excellent resolution and improvisational abilities

• Coordinated final build-out for initial store location opening, also conducted staff hiring.

Entrepreneurial Experience

Former 14 year owner of Auto body repair shop. Eventually converted to commercial income property



Contact this candidate