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Personal Lines Agent

Location:
Ocala, FL
Posted:
April 13, 2024

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Resume:

NICHOLAS GENE USZAKI

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

Ocala, FL 34481

215-***-****

ad4zjw@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

●25 Years of Experience in the Insurance Industry with Multiple Roles

●Managerial Experience in Running an Agency

●Excel in Microsoft Office Applications

●Experience with CRM systems including Epic, AMS360, and SalesForce

●Extensive Knowledge in Insurance Agency Marketing and Brand Recognition

●Able to Create and Maintain Centers of Influence, Run Seminars to create Lead Sources

●215 and 220 Licensed in Florida; licensed in all 50 states for both P&C, L&H

PROFESSIONAL EXPERIENCE

Sales Agent, Allied Insurance Agency, Chester, NJ- Remote from FL October 2021-Present

Work on sales leads from sister mortgage company in calling on buyers to sell the home insurance needed for closing while cross-selling auto, umbrella or other personal lines produts

Sales Agent, Trident Insurance Agency, Windermere, FL March 2018-October 2021

●Outside sales in several real estate offices throughout the Lehigh Valley, PA. Creating and maintaining lead sources through sales meetings, presentations, and various functions with the real estate office staff.

Account Executive, BB&T Bank, Allentown, PA, Jan 2015 – March 2018

●Inside sales of personal lines products, marketing to current customers, rounding current account lines.

Personal Lines Manager, Allstate Insurance, Elkins Park, PA, Mar 2011 – Jan 2015

●Trained new agents on policies, procedures, and day-to-day activities.

●Assisted in selling property and casualty and life insurance products.

Insurance Counselor, AAA Mid-Atlantic, Warrington, PA, March 2009-March 2011

●sold auto and home insurance to AAA members

●made relationships with other departments to build other COIs

●work with the retail department to create and run marketing events for members

Insurance Agent, Novo One, Bethlehem, PA, Nov 2005 – March 2009

●Processed inbound calls from customers of Highmark Blue Cross and Highmark Blue Cross Blue Shield.

●Sent information packets for potential Medicare supplement customers and scheduled town hall meetings for Medicare clients.

●Sold Medicare and individual health insurance policies.

LICENSES

●Life and Health Insurance Licenses, Pennsylvania, Florida, New Jersey

●Property and Casualty License, Pennsylvania, Florida, New Jersey

EDUCATION

AA in Music, Bucks County Community College, Newtown, PA, Jan 1998

BS in Management, Bellevue University, Bellevue, NE, November 2014

MS in Organizational Performance, Bellevue, NE, August 2016

Professional Referrals

James Lavin Trident Insurance Agency, VP of Sales, 609-***-****

Cathy Sheppard Homes Sales Insurance Agency, VP of Sales, 610-***-****



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