richard poe resume 1(2)

SUMMARY HIGHLIGHTS ACCOMPLISHMENTS EXPERIENCE EDUCATION REFERENCES RICHARD POE 723 Grey Wolfe Drive, LaGrange, OH 44050 | C: (440)479-6192 | [email protected] Focused and dedicated insurance sales professional motivated to drive sales through cold calling, referrals and strategic outside marketing activities while providing superior customer service. Senior Licensed Sales Producer with current active Property & Casualty, Life, Health & Accident, and Variable licenses for the state of Ohio with 12 years experience. Producing sales results Proactively seeking new business leads and cross-selling existing business Driving quote volume and results via proactively pursuing referrals and re-quotes of existing leads Developing a portfolio of coverage to address my clients' needs to protect their assets Providing superior customer service in a prompt efficient manner to exceed my clients' expectations as their trusted advisor Expanded business by 10% while maintaining 92% rate of customer retention. 06/2010 to Current Senior Licensed Sales Producer Laura A. Buck Insurance Agencies Inc., Allstate Insurance Company － Avon Lake, OH Grew our book of business by 10% annually while retaining 92% of policyholders during our annual reviews, qualifying for our annual bonuses 4 years in a row. Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Developed, implemented and monitored new underwriting guidelines for our agency. Promoted client retention through high-quality service and follow through. 03/2005 to 03/2010 Inside Sales Representative Insurance.com / ComparisonMarket Inc. － Solon, OH Handled leads from affinity partnerships by telephone and online sources. Specialized in the one-call close by trial closing, addressing concerns, and overcoming objections. Addressed my clients' coverage needs by discussing asset protection and providing a level of coverage that would adequately preserve their assets. Licensed and appointed to present and sell multiple lines from 20 different carriers in 44 states. 1999 Bachelor of Arts : Business Administration Baldwin-Wallace University － Berea, OH, USA Bachelor of Arts, Business Administration. Double Major in Sports Management. Participated in the Society of Human Resource Management (SHRM) while at B-W. 2004 Professional Certification : Property & Casualty Insurance Hondros College － Independence, OH, USA Insurance education, certification, and licensing 2004 Professional Certification : Life, Health & Accident, Variable Annuities A.D. Banker & Associates Inc. － Independence, OH, USA Insurance education, certification, and licensing

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SUMMARY

HIGHLIGHTS

ACCOMPLISHMENTS

EXPERIENCE

EDUCATION

REFERENCES

RICHARD POE723 Grey Wolfe Drive, LaGrange, OH 44050 | C: (440)479-6192 | [email protected]

Focused and dedicated insurance sales professional motivated to drive sales through cold calling,referrals and strategic outside marketing activities while providing superior customer service. SeniorLicensed Sales Producer with current active Property & Casualty, Life, Health & Accident, and Variablelicenses for the state of Ohio with 12 years experience.

Producing sales resultsProactively seeking newbusiness leads and cross-sellingexisting businessDriving quote volume and resultsvia proactively pursuing referralsand re-quotes of existing leads

Developing a portfolio ofcoverage to address my clients'needs to protect their assetsProviding superior customerservice in a prompt efficientmanner to exceed my clients'expectations as their trustedadvisor

Expanded business by 10% while maintaining 92% rate of customer retention.

06/2010 to Current Senior Licensed Sales ProducerLaura A. Buck Insurance Agencies Inc., Allstate Insurance Company － AvonLake, OHGrew our book of business by 10% annually while retaining 92% of policyholdersduring our annual reviews, qualifying for our annual bonuses 4 years in a row.Interviewed prospective clients to learn about their financial needs and todiscuss any existing coverage.Developed, implemented and monitored new underwriting guidelines for ouragency.Promoted client retention through high-quality service and follow through.

03/2005 to 03/2010 Inside Sales RepresentativeInsurance.com / ComparisonMarket Inc. － Solon, OHHandled leads from affinity partnerships by telephone and online sources.Specialized in the one-call close by trial closing, addressing concerns, andovercoming objections.Addressed my clients' coverage needs by discussing asset protection andproviding a level of coverage that would adequately preserve their assets.Licensed and appointed to present and sell multiple lines from 20 differentcarriers in 44 states.

1999 Bachelor of Arts: Business AdministrationBaldwin-Wallace University － Berea, OH, USABachelor of Arts, Business Administration. Double Major in SportsManagement. Participated in the Society of Human Resource Management(SHRM) while at B-W.

2004 Professional Certification: Property & Casualty InsuranceHondros College － Independence, OH, USAInsurance education, certification, and licensing

2004 Professional Certification: Life, Health & Accident, Variable AnnuitiesA.D. Banker & Associates Inc. － Independence, OH, USAInsurance education, certification, and licensing