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Jeremy Hollis

@jeremyhollis

Licensed Insurance Agent at Taurus Insurance Professionals who developed a renewal tracking system to reduce coverage lapses.

United States

Message

At Taurus Insurance Professionals, I oversee maintenance of an agency book of business valued at over $10 million in premium. I educate clients on coverage options and recommend commercial, home, and auto policies.

I developed and implemented a renewal tracking system that reduced lapses in coverage and supported high retention rates. I also process policy changes and work with underwriters and claims adjusters to advocate for clients.

Previously, I was a Service Advisor at Porsche of Clearwater, where I maintained a Customer Satisfaction Index above 90 and converted service sales opportunities. I also worked as an Internal Service Advisor at Ferman BMW, coordinating trade-ins and applying BMW CPO standards.

Experience

Work history, roles, and key accomplishments

Current

Licensed Insurance Agent / CSR

Current

Taurus Insurance Professionals

Jun 2022 - Present (4 years 5 months)

Overseeing maintenance of the agency book of business valued in excess of $10 Million of premium. Educating clients on coverage options and recommending appropriate commercial, home, and auto insurance policies.

CRM Client Relations Insurance Policy Processing

Compliance

Renewal Tracking

Service Advisor

Porsche of Clearwater

Jul 2020 - Jun 2022 (1 year 11 months)

Used brand and product knowledge to build value in services to maintain Customer Satisfaction Index over 90. Successfully converted sales opportunities with an average of $1500 and over 4 (CP) hours sold per repair order.

Customer Service Sales Communication Skills Scheduling

Attention To Detail

Internal Service Advisor

Ferman BMW

Sep 2019 - Mar 2020 (6 months)

Coordinated with Sales, Parts, and Technicians to ensure expedient turn around times with trade-ins and balancing resale value maximization vs reconditioning costs. Used brand and product knowledge to enforce BMW CPO standards.

Coordination

Brand Knowledge

CPO Standards

Communication Skills