John A. Reid

**** ********** **** ******, ** ****0

440-***-**** ad256x@r.postjobfree.com

INSURANCE PROFESSIONAL OF INTEGRITY FOCUSED ON PROTECTING INSUREDS Career Summary

Personal Lines Insurance professional with 20+ years of strong work ethic across fields of insurance, financial, and human resources. Adept in selling products to brokers and financial advisers based on needs analysis. Train and manage new agents in the field, including how to develop effective sales strategies. Implement HR policies and represent company shared values in all communications. Core competencies include:

Personal Lines Account Management Underwriting New Business Development Training and Development Supervision Mentoring Employee Relations Human Resources (HR) Recruiting Project Management Risk Management Needs Analysis Selling Sales Strategy Relationship Building Time Management Applied EPIC/ TAM Management systems Lotus Notes PeopleSoft EZLynx Partner XE Experience

Infinity Insurance Partners Phoenix, AZ November 2022 – December 2023 Personal Lines Account Manager/Customer Service Representative

Service personal Lines accounts in Arizona and South Dakota, including endorsements, internal processing, inbound calls, and coverage or billing questions.

Prepare and review daily reports regarding endorsements, renewals, and cancellations.

Review accounts for gaps in coverage and advise clients on ways to reduce/eliminate missing coverage.

Assist internal agents with quoting new policies.

Remarket existing accounts as needed or requested by clients.

Process new claims and follow up on existing claims as necessary. Harding and Jacob Insurance Independence, OH February 2021 – October 2022 Personal Lines Account Manager

Liaise between company and 636 accounts (including key accounts) for services, including endorsements, internal processing, inbound calls, and coverage or billing questions.

Process up to 25 quotes for policy coverage monthly with 10 primary carriers.

Procure and maintain close to 25 new accounts monthly based on producer intake; process insurance applications with 100% accuracy while adhering to underwriting guidelines.

Exceed cross-sell goals roughly 30% by identifying gaps in coverage and other opportunities.

Supported, mentored, and trained three new account managers in Applied systems, telephone, and internal processes.

Increased efficiency 60% by developing online information/change forms to streamline intake process and by developing system for file management. Zito Insurance, a division of Risk Strategies Mentor, OH November 2020 – February 2021 Personal Lines Account Manager

Managed book of business consisting of 500+ accounts (15% being key accounts). John A. Reid

4972 Brooksdale Road Mentor, OH 44060

440-***-**** ad256x@r.postjobfree.com

Increased annual premiums 30% by identifying gaps and cross-sell opportunities, including Umbrella and Inland Marine policies, as well as boat and motorcycle coverage.

Supported seven agents within independent agency writing for eight primary carriers. Lyndall Insurance Chagrin Falls, OH August 2015 – June 2016 and January 2017 – November 2020 Personal Lines Account Manager (January 2017 – November 2020)

Processed 10-12 quotes for seven agents weekly, following underwriting guidelines.

Managed book of 700 clients, with highest client net worth $10M+ for independent agency.

Increased client retention 60% by focusing on customer service and personable approach.

Increased new business 40% by cross-selling client base with solutions to meet needs, including Umbrella and Inland Marine policies, and boat, motorcycle, and recreational vehicle coverage. Insurance Agent (August 2015 – June 2016)

Procured 130 new accounts by developing marketing strategies to promote new contracts; increased annual premiums roughly 25% by improving coverage.

Built and maintained productive relationships with clients (60% through referrals and 40% through networking).

Executed administrative tasks such as policy renewals and planning future follow-ups using Partner XE and EZlynx.

Increased client retention 25% through automatic payment setup.

Participated in 14 community events and educational opportunities to update agency and job awareness while growing and retaining personal and professional networks. Jason Durica- Allstate Insurance Chesterland, OH June 2016 – January 2017 Customer Service Representative

Improved workflow efficiency 40% by suggesting and modifying reporting procedures.

Processed approximately 10 new applications and 75+ renewals monthly, as well as endorsements, cancellations, rewrites, and payments.

Collaborated with agency owner to create strategic plans that enhanced sales and payment schedule for clients.

Century Federal Credit Union Lyndhurst, OH March 2013 – August 2015 Member Service Representative

Assisted 100+ clients and walk-in customers weekly in orders and transactions.

Opened 40-50 new accounts monthly, including checking, savings, and CDs.

Maintained cash drawer of $200-$400 while processing and auditing transactions.

Improved customer satisfaction 30% by responding to areas of concern and resolving quickly.

Supported 200+ members in outgoing wires, notary services, and opening/closing accounts.

Processed up to 40 applications monthly for credit cards, loans, auto, home, and equity.

Assisted with fraudulent transactions per client (with only $100 or less being charged before being identified and stopped).

John A. Reid

4972 Brooksdale Road Mentor, OH 44060

440-***-**** ad256x@r.postjobfree.com

Additional Experience

HR Service Center Representative/Leave Specialist Progressive Insurance (four years) Education

Coursework Business Management Cleveland State University Cleveland, OH

Coursework Early Childhood Education Edison Community College Piqua, OH Licenses

Property and Casualty Insurance License

Life and Health Insurance License

Variable Annuities License

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