Business Development Insurance Agent

Josie G. Lynch

*** *********, ** 843-***-****

Summerville, SC 29486 ************@*****.***

SUMMARY OF SKILLS

Proven, consistent experience working with Presidents, and other key executive leadership, to execute ideas and deliver solutions for internal and external departmental issues. Experience as an inclusive leader operating in a large company environment to quickly gain the confidence of upper-level management across the organization. Strategic mindset with the innate ability to interpret ambiguous aspirations/goals and transform them into impactful programs that have a positive impact with measurable outcomes. Proven track record of creating innovative projects from concept to complete production. Effective communicator with the ability to influence decisive action. Manager with the ability to build high-performance direct and virtual teams of efficient professionals by training, inspiring, leading, and empowering teams to work towards tight deadlines and progress to measurable outcomes.

Highly experienced B2B and B2C sales professional with strong cold calling, face-to-face, and virtual consultative sales skills. Business development track record, delivering territory growth and developing long-term business relationships. Excellent presentation skills.

PROFESSIONAL EXPERIENCE

Insurance Agent/Federal Retirement & Benefits Specialist 2004 – present

Licenses - SC, NC, AL, CO, KS, KY, LA, MA, NV, NJ, TN, UT, WI Virtual 2018 - present

Provide annuity, life, health, business owners’ policies, worker’s compensation, auto, umbrella, and other products using cold-call, face-to-face, and consultative selling techniques. Service federal sector employees, small business owners, middle-class families, and seniors by offering programs to provide financial security through financial consulting services.

●Life, Accident, and Health Insurance license and Property and Casualty insurance license.

●Virtually recruit, train, and manage 20+ agents while building and developing a new agency.

●Perform face-to-face and virtual group and one-on-one presentations to provide a benefits overview.

●Perform financial needs analysis and recommend options to protect and grow clients’ retirement.

●Perform total insurance planning by auditing policies, assessing needs, and cross-selling products by providing customer service to accounts.

●Develop new business potential by calling on focused market leads for assigned and expanded territory by performing cold calls and contacting referrals.

Executive Relay Administrative Assistant ROADWAY EXPRESS, INC., 1998 – 2004

Piedmont, SC

Supported Relay Manager and over 200 other employees.

●Received/distributed requests for leave to ensure over 200 over-the-road (OTR) drivers were adequately compensated through payroll.

●Issued payment for road and vehicle violations, invoices, and personal expenses incurred by drivers via issuance of company drafts.

●Composed disciplinary correspondence and distributed to proper personnel and local union, maintained a log of disciplinary actions, and used log to generate monthly reports. Distributed various company confidential and non-confidential correspondences to staff and drivers.

●One-to-one instruction with co-workers on software programs resulting in increased job performance efficiency.

●Frequently contacted sister terminals and State Departments of Transportation to resolve critical driver issues.

●Compiled reports, created graphs to display department progress, and innovate proposals to enhance procedures.

●Received intense mainframe training to track and locate freight and performed yard checks.

Josie G. Lynch Page 2

PROFESSIONAL EXPERIENCE (CONTINUED)

Managing Admin Assistant AT&T GIS (formerly NCR Corp.) 1989 - 1998

Liberty, SC

Assistant to various upper-level management including President, Executive Vice President, Project Manager, Construction Manager, Engineering Manager, Director, and 11 Engineers.

●Managed and trained team of 7 engineering assistants and ensured

●Maintained schedules, coordinated and verified appointments, travel arrangements, and accommodations for meetings including locations and catering for videoconferences.

●Maintained and monitored confidential information, including executives’ and co-workers’ employee profile records.

●Issued and maintained Manufacturing Procedures for the entire manufacturing facility for then current and delinquent Shop Problem Sheets, then relayed problems to correct respondents in order that safety on the manufacturing floor was a continued priority.

●Contacted suppliers to ensure timely receipt of requested quotes/proposals and prompted bidders/suppliers to comply with time deadlines by assessing promised delivery dates.

●Created and edited various documents including, but not limited to Proposals, Agreements, Specifications, Meeting Minutes, Presentations, Contracts, spreadsheets, and graphs. Processed payroll weekly for a department of 26 employees.

●Input accounts payable information, updated invoices, maintained files of invoices and reports, and reconciled financial reports.

●Solicited and obtained donors for various functions and fund-raising events.

EDUCATION and TRAINING

Psychology

●Liberty University Online

●Greenville Technical College

REFERENCES

●Gladly given upon request.

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