Open to opportunities

Jacob Kelly

@jacobkelly

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I am a results-driven insurance and customer‑success professional focused on sales, retention, and client relations.

United States

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What I'm looking for

I'm seeking a customer-focused role in insurance or financial services where I can drive sales, improve retention, mentor teammates, and use tools like Salesforce and MySQL in a collaborative, growth-oriented, remote-friendly team.

I am a high-performing, high-energy finance professional with five years' experience in life, health, and property & casualty insurance and related financial products. I specialize in client relations, customer service, and retention, and I have worked remotely through challenging environments including the pandemic while leveraging tools like Salesforce and MySQL.

I consistently delivered strong sales results (averaging 3–4 policies per week and generating rapid premium growth), trained and shadowed new team members, and earned promotions into escalation and team lead roles. I hold Georgia insurance certifications, completed a sponsored Salesforce course, and bring practical experience with Finatra, Kafka, Upstart, Aptean, and SOLCOM-PC.

Experience

Work history, roles, and key accomplishments

Member Specialist

CICA/Chubb Insurance Corp.

Nov 2023 - Nov 2024 (11 months)

Worked with credit unions and members to set up insurance accounts and sell financial products, selling an average 3–4 policies/week and generating $50K annualized premium sales in the first 3 months. Trained and shadowed 4 additional Member Specialists to improve team performance.

Insurance Sales BOLI Training Salesforce Policy Administration Financial Products

Local Agent (Sales)

Farmer's Insurance

Aug 2022 - Oct 2023 (1 year 2 months)

Cultivated new business relationships with high-end clients in the Florida market, improving overall sales 13% in one month and maintaining an average close rate of 3.2% per month. Consistently generated and closed leads to grow regional revenue.

Lead Generation Sales Closing Client Relations Sales Strategy CRM Policy Sales Performance Improvement

Customer Service Escalations

ITEL International

Feb 2022 - Aug 2022 (6 months)

Guided clients to timed-metric solutions and managed policy reviews, retention, and modifications, earning promotion to Tier II Escalations within 3 months. Focused on resolving complex customer issues and improving escalation workflows.

Customer Service Policy Reviews SOLCOM PC

P&C Client Success

Allstate Insurance

Jul 2020 - Feb 2022 (1 year 7 months)

Delivered client education on property & casualty products and refined the client experience to ensure full product understanding. Completed a sponsored Salesforce course and received training on MySQL and SOLCOM-PC to support client success efforts.

Client Success Policy Education Customer Service Salesforce MySQL SOLCOM PC

Education

Degrees, certifications, and relevant coursework

GA Property and Casualty, Life, Accident and Sickness Insurance

Insurance License, Property and Casualty; Life, Accident and Sickness

2022 -

Certified in Georgia for Property and Casualty, Life, Accident and Sickness insurance (License #3489250) as of February 2022.

Duke University

Certificate, Crime and Justice in America

Completed the Duke TIP 'Crime and Justice in America' program and ranked in the top 5%.

Newnan High School

High School Diploma, General Studies

Activities and societies: ROTC; NCO Organization Outstanding Conduct Medal (2020, Leadership and Critical Decision Awards); Young NCO Organization Community Excellence Medal (2017)

High school diploma from Newnan High School in Newnan, GA with ROTC participation and recognized for leadership and community service.