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Insurance Agent Operations Manager

Location:
Saint Charles, MO
Salary:
80,000
Posted:
July 13, 2022

Contact this candidate

Resume:

Kazim Syed

St. Charles, MO ***** 314-***-**** adrqcx@r.postjobfree.com

Insurance Agent – Adjuster - Operations Manager - Project Manager - Business Analyst

Passionate, driven, versatile project management professional with a background in operations, project management, healthcare and finance and over 13 years of experience in operations management, logistics, marketing, public relations, and product management. Proven success building client and stakeholder relationships, collaborating with cross-functional teams, and mentoring and developing staff.

Core Competencies

•Project management

•Agile development

•Organization skills

•Multitasking

•Problem solving

•Data analysis

•Healthcare management

•Budget management

•Quality audits and evaluation

•Verbal and written communication

•Account management and develop

•Supervising and developing staff

•Hiring and performance reviews

•Training and mentoring staff

•Client retention plans

•Sales and marketing

•Market research

•Strategic planning

•Forecasting

•Prospecting

Technical Skills

•Microsoft: Office Suite, Word, Excel, Visio, Teams, Project, and SharePoint

•Project Management, Project Operations Expertise

Professional Experience

Insurance Adjuster, St. Charles, MO January 2022 - Present

Third Party Contractor

Healthcare Solutions Team, St.Charles, MO March 2021 – December 2021

Agent

Health Insurance Agent. Health insurance sales agent.

New York Life Insurance Company, Creve Coeur, MO March 2021 – September 2021

Agent

Licensed Life Insurance Agent. Life Insurance sales agent

Sandman Logistics LLC, St. Charles, MO January 2019 – Present

Manager /Analyst/ Owner Operator

Managed and licensed contractor services, projects and implemented business processes and Third Party Contractor responsibilities; services and expertise for business partners on projects in the fields of logistics, finance, IT, diversified project, contractor management services.

Financial Advisor/Consultant (Contract) 2018 – 2019

Provided financial advising and consulting services and training programs at various companies, including Synergy Wealth Solutions, Prudential Financial, Northwestern Mutual, and New York Life Insurance Company.

•Consulted with clients to determine financial needs and goals and develop growth plans.

•Exceeded sales goals for financial products.

•Continuously networked and built individual client base.

•Promptly resolved customer service issues and answered financial questions.

•Offered detailed, research-based advice and strategies to meet clients’ needs.

Link St. Louis Business Brokers, St. Louis, MO November 2017 – December 2018

Business Broker

Assisted potential sellers with ownership transfer of their businesses and worked with buyers to locate and purchase franchised businesses.

•Developed exit strategies, targeted growth plans, and business plans.

•Assisted current business owners with fair market valuations.

•Provided clients with commercial real estate brokerage, leasing, property management, and search services.

Sandra Associates, Columbia, MO December 2007 – December 2017

Manager/ Operations Manager

Supervised the operations to achieve desired sales and profit goals. Managed direct reports supporting multiple locations with annual revenues of $2 million.

•Managed strategic direction, implementation, support, and development of all business applications, enterprise resource planning (ERP), facilities management, financials, forecasting, and procurement.

•Gathered and analyzed feedback from various departments and recommended potential changes.

•Established change management and help desk solutions and policies.

•Developed a new process design workflow to ensure on-time delivery of all solutions and within budget leading to a 20% increase in monthly productivity.

•Centralized disparate support documentation for all business applications and architecture.

•Developed corporate process and tools for opportunities tracking, bid decision making, and proposal development.

•Interpreted data received from junior contributors and developed recommendations to optimize performance.

•Developed training material for new products and technologies and trained associates.

•Consulted with business leaders on a wide range of supply chain issues.

•Assigned tasks to associates and staffed projects.

•Drafted quarterly and yearly financial reports.

Licenses and Education

Bachelor of Science in Business Administration, (2020 – Present) Columbia College

Salesforce Admin Certification

Salesforce Developer 1 Certification

Missouri License Insurance Agent, Life, Health, Property, Casualty and Travel

Texas All Lines Adjuster License

Texas General Lines License

Adjuster - All Lines Designated Texas

Texas Life Insurance Individual



Contact this candidate