Property & Casualty Insurance Specialist

JAMIE OLIVEIRA

Property & Casualty Insurance Professional

Warren, RI • 401-***-**** • ***************@*****.*** LICENSES & CERTIFICATIONS

Property & Casualty License – RI/MA

Life & Health License – RI/MA

CPCU – In Progress

EDUCATION

GED/ High School Equivalent – 2009

CCRI Newport – Some College

CORE COMPETENCIES

• Personal Lines Sales

•Auto/ Home Sales Specialist

• Risk Assessment

• Client Retention

• Coverage Analysis

• Cross-Selling

• Renewal Management

• Compliance

• CRM Systems

• Consultative Selling

• Needs Analysis

TECHNICAL SKILLS

• Agency Management Systems

• CRM Platforms

• Microsoft Office Suite

• Policy Administration Systems

PROFESSIONAL EXPERIENCE

Insurance Agent II – Sales & Retention

AAA Northeast Providence, RI 2021–2024

• Managed high-volume personal lines book of business including auto and home policies.

• Conducted comprehensive coverage reviews and risk assessments.

• Improved retention through proactive client engagement.

• Generated new business through cross-selling and referrals.

• Maintained full compliance with underwriting and regulatory requirements.

• Converted inbound sales calls and quote inquiries into bound policies through consultative needs-based selling.

• Managed and responded to internet leads, providing timely follow-up and tailored coverage recommendations to drive new business.

• Consistently achieved strong production performance, averaging 35–45 new policies sold per month.

Licensed Sales Producer

State Farm Dunedin, FL 2019–2020

• Generated new business through consultative sales.

• Recommended coverage solutions aligned with client needs.

• Built strong client relationships resulting in referrals.

• Maintained regulatory and underwriting compliance. Personal Lines Account Manager / Lead Sales

Allstate 2016–2019

• Managed policy servicing, renewals, and client

relationships.

• Performed risk assessments and coverage reviews.

• Supported agency growth through cross-selling.

• Maintained accurate and compliant documentation. STRENGTHS

• Relationship Building

• Client Retention Focus

• Attention to Detail

• Sales Performance Excellence

• Professional Communication

Licensed Insurance Agent

JJ Best Insurance 2013–2016

• Wrote 100+ new policies monthly.

• Provided tailored insurance coverage recommendations.

• Built long-term client relationships.

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