Summary
Overview
Work History
Education
Skills
Timeline
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JASON CANTY

Mission Viejo

Summary

  • High-achieving Sales Manager offering an extensive background in customer service, sales, grocery, client relations and merchandising. Self-directed and self-motivated team player who also works well independently. Accomplishments Awarded top grossing sales for nursery department in region, 8 out of 10 years. Routinely helped as many as 1,000 customers each day in a high-volume retail outlet. Consistently exceeded daily sales targets with an average of $15,000 in sales each day. Held various amounts of management positions within the company.
  • 15 years of forklift driving and training drivers Highlights
  • Blueprint and building assembling for 21 years Strong communication skills Customer Satisfaction Time management High volume sales Employee scheduling Inventory control procedures
  • Worked with habitat for humanity for 2 years
  • Automotive assembly and ASE

Gifted in connecting with business customers to meet account needs, drive growth and build retention. Knowledgeable about product and skilled at meeting and exceeding sales targets. Service-oriented and quality-focused with demonstrated success over 16 years of industry experience.

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.

Effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate type of agency structures. Practiced at working with regulatory limits and sales department standards to handle requirements via email, letter, telephone calls or in person.

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Dynamic Insurance Sales Agent with deep understanding of various insurance products and market strategies. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills, leading to successful closure of deals and consistent growth in client base. Contributed to team efforts by surpassing sales targets and enhancing customer satisfaction through personalized service solutions.

Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

24
24
years of professional experience

Work History

Senior Insurance Agent

Experian
05.2022 - Current
  • Developed comprehensive insurance plans tailored to client needs.
  • Analyzed client information to identify coverage gaps and opportunities.
  • Educated clients on policy options and benefits to improve understanding.
  • Collaborated with underwriting teams to assess risk factors effectively.
  • Identified cross-selling opportunities among current clientele base through proactive outreach initiatives.
  • Coordinated training sessions for junior agents on best practices related to sales techniques, product features.
  • Maintained up-to-date knowledge of changing regulatory requirements related to insurance products.
  • Developed innovative strategies to increase customer base and maximize profitability.
  • Cultivated strong partnerships with internal departments such as underwriting, compliance, finance.
  • Managed daily operations including scheduling appointments, responding to emails and calls promptly.
  • Responded to customer inquiries and problems to promote great service.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.

Insurance Agent

Farmers Insurance Group
San Clemente
11.2017 - 05.2022
  • Skillfully and patiently explained coverage options to potential policyholder's, answering any questions or concerns
  • Drove insurance sales through partnerships with financial advisors and development of new clientele
  • Analyzed customer needs and provided best options, upselling products and services
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution
  • Provided quick turnaround time when customers called with questions, usually within 24 hours
  • Developed insurance cross-selling opportunities in partnership with commercial accounts and personal lines
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals
  • Leveraged industry trends to shape solutions and approaches
  • Educated clients on insurance products and coverage options.
  • Analyzed client needs to recommend appropriate insurance solutions.
  • Managed ongoing client relationships to ensure satisfaction and retention.
  • Conducted regular policy reviews to update clients on coverage changes.
  • Maintained accurate records of client interactions and policy details.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.

Department Sales Manager

Lowe's
Rancho Santa Margarita
07.2002 - 01.2017
  • Maintained visually appealing and effective displays for the entire store.
  • Collaborated with customer service team members to give exceptional service throughout the entire shopping and purchasing experience.
  • Completed floor replenishment to guarantee size availability and promote customer satisfaction.
  • Directed strategic and brand-appropriate marketing initiatives to improve presentation and maximize sales.
  • Managed daily sales operations and ensured team alignment with company goals.
  • Analyzed sales reports to identify trends and improve departmental performance.
  • Collaborated with marketing teams to execute promotional campaigns effectively.
  • Resolved customer complaints and provided solutions to enhance satisfaction.
  • Conducted regular team meetings to communicate updates and foster collaboration.
  • Researched industry trends in order to stay ahead of competitors in terms of product offerings.

Education

Insurance License - Insurance

University of Farmers Insurance
Grand Rapids, OH

Associate of Arts - Graphic Design

Saddleback Mission Viejo
United States, CA

Fine Art coursework Graphic Design for Print Media workshop -

Skills

  • Customer
  • Satisfaction
  • Customer service
  • Fine Art
  • Graphic Design
  • Marketing
  • Print Media
  • Purchasing
  • Sales
  • Strategic
  • Phone
  • Insurance sales strategy
  • Email marketing
  • Cross-selling and upselling
  • Relationship Building
  • Self-motivated
  • Property and casualty products
  • Complaint handling and resolution
  • In-depth knowledge of markets and relationships
  • Commercial insurance
  • Quoting and pricing policies
  • Negotiation proficiency
  • Policy writing
  • Sales negotiation
  • Client education
  • Claims processing
  • Customer relationship management
  • Sales strategy development
  • Problem solving
  • Negotiation abilities
  • Licensed insurance agent
  • Property insurance
  • Leads prospecting
  • Operations management
  • Revenue generation
  • Professionalism and ethics

Timeline

Senior Insurance Agent

Experian
05.2022 - Current

Insurance Agent

Farmers Insurance Group
11.2017 - 05.2022

Department Sales Manager

Lowe's
07.2002 - 01.2017

Insurance License - Insurance

University of Farmers Insurance

Associate of Arts - Graphic Design

Saddleback Mission Viejo

Fine Art coursework Graphic Design for Print Media workshop -

JASON CANTY