Customer Service Sales

Charles Crowley

Email: **********@********.***

Address: *** ***** ***** **

City: Huntersville

State: NC

Zip: 28078

Country: USA

Phone: 704-***-****

Skill Level: Senior

Salary Range: $60,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

CHARLES CROWLEY

857 Windy Falls Drive Huntersville, NC 28078 704-***-**** ****************@*****.***

SENIOR LEVEL INSURANCE INDUSTRY PROFESSIONAL

COMMERCIAL PROPERTY AND CASUALTY SPECIALIST TERRITORY DEVELOPMENT AGENCY MANAGEMENT

- Highly successful, knowledgeable and focused Insurance Industry Professional with demonstrated track record of success in agency start-ups, channel and client relationship development and sales success.

- Top producing Commercial Agent with exceptional insight into industry trends, product launch and buying behaviors - established expert in developing relationships with C-level corporate decision makers and securing their trust, loyalty and long-term business.

- Actively pursuing a Management/Marketing or Loss Control job with an organization in need of strategic leadership, sales, marketing or loss control guidance and where cumulative success in the insurance industry will be valued and appreciated.

CORE COMPETENCIES

- Risk Assessment/Risk Mitigation

- Hire, Train and Develop Top Performers

- Develop and Execute Promotional Campaigns

- Traditional and Social Media Marketing

- Data Driven Decision Making Skills

- Extensive Client Relations and Sales Success

- Understanding of Competitive Landscape

- Applied & AMS Database and Software Platform

- Ensure Top Level Compliance/Transparency

- Quickly Gain Trust and Cooperation of Clients

- Build Internal and External Alliances

- Professional Liability/Commercial Lines Expert

P

ROFESSIONAL HISTORY

2013 to Present: Independent Loss Control Consultant

2011 to Present: Independent Commercial Producer, Huntersville, NC

- Drive sales, client relations and market development efforts to promote commercial lines of insurance; Independent Commercial Producer for various local Insurance Agencies.

- Leverage long-term industry success to quickly secure new business; identify and capitalize on market opportunities and ensure a high volume of account retention by providing effective quality service to policy holders.

- Understand and communicate insurance products and features on a variety of commercial lines including commercial property and casualty, professional liability, manufacturing and product liability, employment-related practices liability, medical-professional liability, umbrella policies and workers compensation.

2006 to 2010: Oswald Trippe/Aquesta Insurance Services, Cornelius, N. C.

- Commercial Producer

- Upon acquisition of the Lake Insurance Agency by Oswald Trippe Company, remained with the organization to provide high level commercial lines sales and marketing support.

- Ranked at Top Producing Agent; maintained a broad portfolio of existing accounts, ensured continued customer loyalty and maintained, managed and troubleshot account issues or customer service requests.

- determined coverage needs and made appropriate product recommendations.

CHARLES CROWLEY

857 Windy Falls Drive Huntersville, NC 28078 704-***-**** ****************@*****.***

Page 2

1998 to 2006: Lake Insurance Agency, Inc., Cornelius, NC

- Vice President, Partner - Commercial Producer, Property and Casualty

- Co-founder and strategic leader for this successful insurance agency specializing in commercial business lines; led all start up operations, business infrastructure, policies, procedure and business processes to grow team to 4 Agents and Office Administration staff.

- Drove aggressive marketing, client outreach and communication strategies to deliver year over year growth; established partnerships and relationships across a broad spectrum of commercial businesses and professionals to ensure sales success.

- Handled sensitive information with care; gained the trust, respect and loyalty of clients; employed a -dedication to customer service- philosophy to maintain integrity throughout every transaction.

- Called on policyholders and potential clients to explain policy benefits and perform comprehensive needs assessments to determine best product fit; leveraged strong cold-calling, referral, and networking activities to maintain top sales results in a highly competitive industry.

- Maintained oversight for profit and loss, budget management and short/long range forecasting; created strategic business plans, developed benchmarks and metrics and forecasted sales results.

- Positioned company for successful acquisition by Oswald Trippe/Aquesta Insurance Services.

1981 to 1998: Insurance American Company, Charlotte, NC - Owner/Commercial Producer

- Launched this successful Insurance Agency with a focus on commercial lines; identified targeted demographic audience and built business development programs to quickly gain new business.

- Utilized direct mail, brochures, seminars and public speaking tools to maintain longevity in a highly competitive industry.

- Set appointments; worked with clients, conducted in-depth dialogue to determine commercial insurance needs; partnered with internal and external alliances, brokers and underwriters to meet clients evolving insurance needs.

- Identified key decisions makers, conducted risk assessments to ascertain potential liabilities and ensured that the product/coverage proposed was in the best needs of the client.

- Gained reputation as a viable leader in the industry and participated in industry associations and organizations.

Early Career:

Guideone Ins Co, Des Moines, IA -Agency Manager and Marketing Coordinator

Equifax Co, Knoxville, TN - Insurance Inspector/Claims Investigator

EDUCATION / CREDENTIALS

Northwest Missouri State University, Maryville, MO - Associates Degree, Business Administration

CPCU 3 and 4 - Property and Casualty, Continuing Education

- Security Training, Identity Theft

- Employer Liability Courses

- Data Breach, FTC Compliance, Prevention & Response

- Licensed Property & Casualty Broker and Licensed Property and & Casualty Agent

- Licensed Life, Accident & Health - Medicare Supplement & LTC Insurance

- Builders University: CBIA-Certified Builders Insurance Agent

- Nationwide Insurance Company: Commercial Select Class Certification

- Insurers Loss Control Institute: Recent Graduate

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