Licensed Insurance A Business

Travis Singleton

Licensed Insurance Consultant Frisco, TX 75035 *********@*****.*** +1-469-***-****

Professional Summary

Veteran P&C/Life & Health agent.

** *** + of experience in writing business.

AGENT with AAA, State Farm, Broker with Bank of America, All State, Agency owner with Horace Mann, Inside Executive with Kemper Insurance, 4 State territory.

Looking to build a book of business which generates a six figure income.

Willing to relocate to: Dallas-Fort Worth, TX

Authorized to work in the US for any employer

Work Experience

Insurance Broker

Goosehead Insurance-Westlake, TX

May 2024 to Present

•Developed and maintained relationships with clients to understand their insurance needs and provideappropriate coverage solutions

•Managed a portfolio of XX clients, ensuring timely renewal of policies and addressing any issues orconcerns that arise

•Generated new business through prospecting, networking, and referrals, resulting in an increase inclient base by XX%

•Collaborated with underwriters to assess risk factors and determine appropriate premiums for clients'insurance policies

•Utilized CRM software to track client interactions, manage leads, and maintain accurate records ofpolicy details

Mortgage Consultant AVP

Morgan Stanley-Coppell, TX

March 2020 to December 2023

Counsel and advise clients with structuring mortgage transactions to optimize their financial goals.

Collaborated with the Financial Advisors to gather the details about what the client is attempting to achieve with the transaction.

Write business that fits within the underwriting guidelines and in compliance with governing body, CFPB.

Managed a pipeline of 460 files.

Average loan size is $1.5mm

Top 20% producer

Inside Sales Executive

KEMPER INSURANCE-Dallas-Fort Worth, TX

October 2019 to March 2020

Facilitate over 145 accounts in 4 states: Ky, Ia, Sd, and Oh.

Provide agency support in helping to improve profitability by analyzing reports for loss ration and production.

Support with product knowledge, underwriting assistance, and new agent appointments.

Licensed Insurance Agent

Andrew Harpole Agency, LLC

March 2018 to October 2019

Selling on average $38K premium monthly

Managing a team of 4

Counseling and educating prospective clients to customize their needs for asset protection customer service skills and while creating opportunities for additional essential services.

Agency Owner

Horace Mann Insurance Companies

May 2017 to February 2018

Managed a territory for over 50 schools within Dallas ISD

Identified and solicited prospective clients in the agency databases

Recognized for sales excellence resulting in over 47 direct referrals

Negotiated new and renewal production goals with business development manager

Led and created 25 workshops and seminars to facility, resulting in increase of interest

Loan Officer

Nationstar Mortgage

August 2015 to May 2017

Average $1M-$1.5M loans monthly

Reviewed and recommended loan approvals/denials based on customer loan applications

Compiled database of loan applicants credit histories, corporate financial statements and other financial information

Maintained strict confidentiality of bank records and client information

Insurance Broker

Bank of America

August 2011 to July 2015

Led the highest average of 25 walk-in policyholders weekly, addressing and resolving complaints

Prospected for potential clients, with an average 76% take rate

Contributed recommendations and constructive feedback at weekly sales and training meetings Finalized sales and collected necessary deposits

Licensed Banker

Capital One Bank

February 2010 to May 2011

Opened an average of 40 client accounts monthly

Managing an account base of over 100 accounts

Led 2-3 corporate events per month, resulting in [positive outcome]

Assessed client financial situations to develop strategic financial planning solutions.

Led and educated investment team on customer relationship management techniques.

Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities

Insurance Agent

State Farm Agent, Mike Bergman

June 2009 to January 2010

Met with prospective customers and business owners to obtain their business.

Reported policy changes and company conditions affecting customer satisfaction.

Conducted annual reviews of existing policies to update information.

Insurance Agent

AAA Texas

March 2006 to June 2009

Evaluated leads obtained through direct referrals, lead databases and cold calling. Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.

Education

Master of Arts in Marketing

University of Phoenix 2012

Bachelor of Science in Psychology

Ottawa University 2005

Skills

•Customer relationship management

•Conflict management

•Relationship building

•Relationship management

•Marketing

•Forecasting

•CRM software

•Leadership

•B2B sales

https://www.linkedin.com/in/travis-singleton-mba-43737114/

Certifications and Licenses

Property & Casualty License

July 2006 to July 2025

Life & Health Insurance License

June 2005 to July 2025

Insurance Producer License

Life Insurance License

Additional Information

Areas of Expertise

Skills

Sales, Marketing, Business Development, Forecasting, Operations, Cost Reduction, Strategy, Revenue

Growth, Relationship Building, Account Management, Underwriting Skills, Investment Products,

Planning, Organization, Motivation, Communication, Documentation, Standard Operations Procedure,

Lead Development, Policy Coverage

Client Retention, Mentoring, Contracts, Sales Quota Goals, Change Management, Business Acumen,

Public Speaking, Profit & Loss (P&L), Conflict Resolution, Presentations, Research and Development,

Analytics, Negotiation, Training, Team Development, Ethical Conduct

Software Compentecy

Microsoft Office, Word, Excel, PowerPoint, Outlook, Salesforce, Social Media, LinkedIn, Client

Relationship Management (CRM)

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