Insurance Sales Agent
Resume:
Jay Davis
Fitzgerald, GA *****
Email: ***********@*****.*** Phone:229-***-****
Professional Summary
Dynamic professional with over 15 years of experience in insurance sales, entrepreneurship, and financial analysis, complemented by proven leadership as an Eagle Scout. As a Licensed Insurance Agent at Colony Insurance, consistently exceeded sales targets through client-focused solutions. Founded and managed Blue and Grey Brokerage and Blue Jay Trailers, driving growth in insurance and trailer manufacturing. Skilled in client relations, risk assessment, production management, financial reporting, and digital marketing. Holds a Bachelor’s in Accounting and certifications in bookkeeping and insurance. Skills
● Insurance Sales (Property, Casualty, Life, Health)
● Financial Analysis
● Bookkeeping (QuickBooks, GAAP)
● Client Relationship Management
● Marketing (Google Ads, Facebook, Wix, GoDaddy)
● Website Development
● Microsoft Office (Excel, Word, PowerPoint)
● Credit Underwriting
● Project Management
● Production Management
● Leadership
● Sales
● Customer Service
Work Experience
Licensed Insurance Agent Colony Insurance, Fitzgerald, GA November 2024 – Present
● Consult clients on insurance needs, offering tailored policies for home, auto, motorcycle, renter’s, landlord, condo, off-road/ATV, boat, and life insurance.
● Conduct risk assessments to ensure optimal coverage, adhering to Georgia regulations.
● Streamline claims processes, improving client satisfaction by 15%.
● Foster client relationships, increasing referrals by 12%.
● Maintain accurate client records and CRM data for efficient policy management. Owner Blue Jay Trailers, Fitzgerald, GA March 2017 – October 2024
● Founded and operated a custom cargo trailer business, managing design, fabrication, marketing, and finances.
● Constructed trailers, performing welding, electrical wiring, and flooring, delivering projects on time and within budget.
● Designed and launched company websites using Wix and GoDaddy, enhancing online visibility and customer engagement.
● Executed marketing campaigns via Google Ads, Facebook, and GoDaddy, boosting sales inquiries by 25%.
● Managed bookkeeping using QuickBooks, tracking revenue, expenses, and payroll for profitability.
Dealership Manager Eagle Cargo, Fitzgerald, GA January 2016 – March 2017
● Managed trailer production and order fulfillment, coordinating with clients and suppliers to meet demand.
● Oversaw manufacturing processes, ensuring quality control in welding, electrical, and flooring installations.
● Streamlined order processing, reducing delivery times by 10%.
● Negotiated with vendors to secure cost-effective materials, improving profit margins by 8%.
● Trained 3 team members on production workflows, enhancing operational efficiency.
● Maintained accurate inventory and sales records using internal systems. Senior Credit Analyst Colony Bankcorp, Fitzgerald, GA May 2012 – December 2015
● Evaluated borrowers’ financial and credit profiles to assess loan repayment capacity, minimizing default risks.
● Prepared monthly board reports using Excel and PowerPoint, detailing loans and bank financials for executive review.
● Managed SBA Department operations, ensuring payment processing and compliance, reducing audit issues by 12%.
● Trained 5 credit analysts and lenders, enhancing team performance in credit evaluation.
Owner Blue and Grey Brokerage, Fitzgerald, GA July 2009 – May 2012
● Founded and operated an independent insurance agency, offering property, casualty, life, and health insurance products.
● Consulted clients to identify coverage needs, securing policies that matched their financial goals.
● Built a client base of over 200 policyholders through cold calling and community outreach.
● Managed agency operations, including policy renewals, claims support, and compliance with Georgia regulations.
● Developed marketing strategies, increasing annual premium revenue by 15%.
● Maintained accurate client records and financial reports using QuickBooks. Education
Bachelor of Science in Accounting Georgia Southern University, Statesboro, GA May 2009
Associate of Science in Business Administration South Georgia College, Douglas, GA December 2005
Certifications
● Certified Bookkeeper, Intuit Academy, February 2024
● Property & Casualty Insurance License, Georgia, 2023
● Life & Health Insurance License, Georgia, 2023
Awards and Achievements
● Eagle Scout, Boy Scouts of America
Earned the highest rank in Scouting through leadership and community service.
Led a project to build two benches for a local church, coordinating 8 volunteers to enhance community facilities.
Demonstrated project management, teamwork, and commitment to service.
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