Jeff Holman

Assisted prospective clients with personal property insurance needs by educating them on existing coverage and identifying potential exposures. Maintained and exceeded monthly sales expectations.

Provided national support to insurance agents on commercial lines by assisting with underwriting criteria, sales, service, and IT support. Consistently exceeded sales expectations and call quality analysis while ensuring strong time management.

Assisted clients with coverage, endorsements, billing, and claims while advocating to ensure client peace of mind. Conducted policy reviews to identify coverage exposure and recommend resolutions.

Owned and operated an insurance agency, managing and training team members while overseeing marketing and sales across a range of insurance products and services. Served as a trusted advisor to clients with respect to financial solutions.

Produced sales across life, health, personal, and commercial lines while counseling existing clients to cross-sell additional products. Assisted with office oversight by supporting production and service procedures.

Generated and maintained production for personal and commercial lines and obtained additional markets by brokering insurance companies. Performed marketing to increase production, ensured accuracy of financial transactions, and managed and trained new associates.

Originated the property and casualty division for an independent insurance agency and oversaw production-related financial transactions. Obtained appointments with multiple insurance companies, developed marketing strategies, produced business reports, and sold both personal and commercial lines.

Analyzed underwriting criteria for home, auto, and liability policies to determine potential exposure before binding coverage. Implemented sales strategies, educated consumers on products, and built rapport to ensure a complete understanding of coverage options.

Investigated and evaluated commercial auto and property damage claims while complying with judicial laws for multiple states. Reviewed and resolved PIP claims, evaluated total loss settlements, negotiated with attorneys, and worked with account managers and underwriters to resolve customer service issues.

Conducted investigations on personal auto property damage claims and analyzed policy documents for provisions and exclusions to determine adequate coverage. Assisted colleagues in concluding dispositions on questionable liability cases.

Performed underwriting procedures with consumers to determine eligibility for liability coverage and implemented sales strategies to increase revenue. Provided support for associates with rate coding and processing and was recognized for exceeding sales expectations.

Completed Business Management (IB Diploma) coursework at St. Leo University from January 2002 to December 2002.