Customer Experience Service
Resume:
JOE HUTCHISON
PROFESSIONAL SUMMARY
CONTACT
Proven track record of sales, sales management, relationship building, and customer experience excellence. Extensive experience and licensed in Personal Lines and Life Insurance program need identification, sales and maintenance. Past Finance Manager at Bobby Rahal Mercedes Benz in Wexford, PA. Strong knowledge and interest in automobiles and motorsports. Comfortable engaging with all organizational levels both internally and externally. Passionate about understanding business goals and mastering systems and tools to exceed planned results and continued growth!
EDUCATION
Pennsylvania State University
Bachelor of Science
Management Information Systems
LICENSES
PA PROPERTY/ CASUALTY
PA LIFE / HEALTH
PA SERIES 6 AND 63
KEY SKILLS
SALES, RELATIONSHIP BUILDING, CUSTOMER SERVICE, CUSTOMER RETENTION AND REFERRAL DEVELOPMENT
GOAL SETTING, PLANNING, AND REPORTING
COMPUTER SYSTEMS EXPERT
STRONG COMMUNICATOR AND TEAM PLAYER
COMMUNITY SERVICE
HOA Board of Directors:
2015-2019
GREENBRIAR, WEXFORD
2019-2024
TREESDALE, GIBSONIA
2024-Present
PARK PLACE, CRANBERRY
RELEVANT EXPERIENCE
2021-2024
Insurance Brokerage Owner • HIG Hutchison Insurance Group
Established relationships with nearly 30 insurance carriers and developed brokerage, leveraging Allstate experience.
Managed brokerage finances, including sales and expense plans, to achieve retention and growth goals.
2019-2021
Insurance Agency Owner • Allstate Hutchison Agency
Managed facility, equipment, staffing, and financial planning, including advertising, marketing, and community events.
Directed staff hiring, training programs, and performance reviews.
Oversaw customer service standards and expectations.
Expanded to HIG brokerage, improving service and pricing efficiency.
2017-2019
Financial Advisor • New York Life Insurance Co.
Assumed fiduciary role devising personalized financial plans based on client assets, expenses, investment horizons and retirement goals.
Cultivated relationships, building trust while managing diverse portfolios.
3-time Executive Council winner and Annuity Sales Leader.
2016-2017
Financial Manager • Bobby Rahal Mercedes
Negotiated loan and lease arrangements with multiple banks, optimizing rate, payment, and profit alignment for customers and the dealership.
Integrated ancillary products into deals including exterior and interior protection products, tire insurance, extended warranties, and vehicle insurance enhancing customer experience, satisfaction, and dealership profit.
Guided staff in goal setting, enhancing product sales and increasing close rate.
Monitored sales, created ‘Funnels’, and built forecasts for team and leadership.
2000-2005
Director, Budgets & Strategic Planning • Nationwide Insurance
Developed annual revenue and expense budgets for $30M business unit, reporting disbursement-code detail to Cabinet-Level Leadership.
Designed pricing model and finalized all green and renewal contracts.
Represented leadership on key national accounts, including Federal Express, AT&T, Sears, Asplundh Tree, and GAP Stores, to name a few.
*************@*****.***
Cranberry Twp., PA
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