Jamie Villari
Roseville
Summary
Seasoned Insurance Agency Manager boasting proven track record in managing, guiding, and growing insurance agencies. Strong leadership ability coupled with comprehensive knowledge of insurance products, regulatory compliance, and underwriting procedures. Recognized for fostering team growth, improving operational efficiency, and expanding customer base. Skilled at developing strategic plans to enhance business performance and profitability.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Office Manager
State Farm
Dublin
12.2022 - Current
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Conducted policy reviews to ensure compliance with industry regulations and standards.
- Analyzed client needs to recommend appropriate insurance coverage options.
- Managed policy renewals and updates to maintain accurate client records.
- Resolved customer complaints or answered customers' questions.
- Developed client relationships through effective communication and personalized service.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
Office Manager
State Farm
Roseville
05.2018 - 12.2022
- Reason for Leaving: Agent Retired
- Developed client relationships through personalized insurance consultations and recommendations.
- Assessed client needs to determine appropriate coverage options and policy details.
- Processed applications and managed the documentation for new policies efficiently.
- Collaborated with underwriters to facilitate policy approvals and adjustments promptly.
- Utilized CRM software to track leads, manage accounts, and enhance client interactions.
- Built relationships with existing clients by providing exceptional service.
- Identified cross-selling opportunities among existing customers.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Reviewed insurance policies periodically to make sure they meet customer needs.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
Insurance Sales Account Manager
Farmers Insurance Company
Roseville
05.2016 - 05.2018
- Assessed client needs to determine appropriate coverage options and policy details.
- Educated clients on various insurance products and policy benefits effectively.
- Processed applications and managed the documentation for new policies efficiently.
- Utilized CRM software to track leads, manage accounts, and enhance client interactions.
- Built relationships with existing clients by providing exceptional service.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Sales Account Rep
State Farm
Surprise
07.2006 - 05.2011
- Conducted thorough needs assessments to tailor insurance solutions for clients.
- Educated clients on coverage options and claims processes effectively.
- Collaborated with underwriters to facilitate policy approvals and adjustments.
- Resolved client inquiries and concerns promptly to ensure satisfaction.
- Assisted customers in completing necessary forms and documents related to new or updated policies.
- Maintained accurate records of customer interactions and policy information.
Sales Agent
USAA
Phoenix
01.2004 - 07.2006
- Responded to customer inquiries regarding insurance policies and coverage options.
- Educated customers on policy details, benefits, and renewal procedures.
- Provided quotes on various types of insurance policies.
- Advised customers on available coverage options that best fit their individual needs.
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
- Navigated computer system to look up customer information and update policies.
- Greeted customers and provided prompt, courteous service.
Customer Service Representative
Best Western Reservations Center
Phoenix
01.2001 - 07.2004
- Provided exceptional service by addressing customer inquiries and resolving issues promptly.
- Processed cancellations and modifications while adhering to company policies and guidelines.
- Ensured compliance with company policies during high-volume reservation periods effectively.
- Answered inbound calls and responded to customer inquiries regarding reservations.
- Ensured all reservations were properly documented in the system.
- Processed customer payments for reservations over the phone.
- Assisted customers via phone by providing confirmations, answering questions, and offering general information.
Education
GED -
Mountain Ridge High School
Glendale, AZ05-1999
Skills
- Customer relationship management
- Policy compliance
- Document preparation
- Insurance sales
- Account management
- Consultative selling
- Relationship building
- Time management
- Customer service
- Documentation expertise
- Policy implementation
- Billing
- Office management
- Staff training
Certification
- Property & Casualty Licensed
- Life & Health Licensed
License # 0E64971
Valid through Nov 2027
Languages
English
Professional
Timeline
Office Manager
State Farm
12.2022 - Current
Office Manager
State Farm
05.2018 - 12.2022
Insurance Sales Account Manager
Farmers Insurance Company
05.2016 - 05.2018
Sales Account Rep
State Farm
07.2006 - 05.2011
Sales Agent
USAA
01.2004 - 07.2006
Customer Service Representative
Best Western Reservations Center
01.2001 - 07.2004
GED -
Mountain Ridge High School