Customer Service Sales

Jack D. Rutledge, AAI, CPIA

Tucson, AZ *****

520-***-**** Cell Phone

abmm62@r.postjobfree.com

SEASONED BUSINESS TO BUSINESS SALES HUNTER

Insurance ... Client Acquisition ... Customer Service

Broadly experienced insurance agent/broker with a well defined sales and

marketing background. Experience includes; account acquisition, product

marketing, direct sales; proven record of exceeding sales goals and

customer support; mentoring, hiring, and training of new agents.

Committed to the goals of improvement, excellence, and success in

garnering new business. Have established and streamlined sales processes

for growth and profitability. Affected bottom line through management of

profits and losses.

EXPERIENCE

TWFG Insurance Services 2007- Present

Tucson, AZ

Franchise Owner-Agent

Responsible for developing marketing plans to promote insurance products to

Auto Services companies in AZ. Developing strategies for penetration and

utilization of measures to increase sales volume, increase net margin, and

institute cost saving measures; Have the ability to manage a territory

budget and plan accordingly to sales data and demographics.

. Establishing brokerage with responsibility for all client accounts,

focusing on Commercial lines, Personal lines and Work Site products,

equating to a growth rate of 130% per year.

. Ranking in top 30% of all TWFG offices in U.S. on total premium dollars

of $1 million with managing and facilitating all facets of the renewal

process and responding to all client needs.

. Establishing 15-20 new accounts per month utilizing trade show formats,

direct calling techniques, working closely with company representatives,

and delivering proposals to a range of audiences, including at the

Executive level.

. Demonstrating success in management, including responsibility for

workflow and results, as well as performance management, coaching, and

feedback of all employees.

MetLife Auto and Home 2004 - 2006

Tucson, AZ

Property & Casualty Specialist

Responsible for establishing marketing plans to meet target goals within

territory, handling recruiting and management of new agents; responsible

for building a book of business through client development and handling

customer service needs on a daily basis.

. Developing new market presence for MetLife personal insurance lines

including; auto, home and life. Accumulating a book of business worth

$750k.

. Ranked in the top 2% of agents in Arizona in overall production with

goals exceeded by 35%. Producing 494 units written in personal P&C

business in 2005 & 2006.

. Working closely with several corporations to establish group programs for

Commercial Insurance and Voluntary Employee Benefits. Expanded this area

of the business by adding more corporations and groups by 22% to the

overall MetLife book of business.

. Mentoring and establishing new agents into the insurance business by

assisting them with marketing plans and schedules. Able to increase new

agent production by 18%.

Country Insurance & Financial Services 2002-2004

Tucson, AZ

Insurance and Financial Advisor

Responsible for finding new insurance clients through cold-calling, door

to door sales, networking, and customer referrals. Conducted group and

individual sales presentations with business owners and company

presidents to establish group insurance benefits aimed at employee

retention.

. Exceeded $3 million in Life & Health insurance premiums in 2003 by

brokering voluntary life products, as wells as voluntary group health

products, too small or medium-sized business accounts.

. Established a new book of business including home, auto, life, and

health insurance.

. Partnered with a major health insurance broker in the community,

resulting in increased market penetration of life and ancillary products.

Enterprise Rent-A-Car 1998-2002 Tucson, AZ

Branch Manager

Responsible for overall rental branch operations; this included fleet

management, mentoring employees, handling a monthly budget, managing

profit and loss, account receivables, and account payables. Established

marketing events to solidify customer relationships on an ongoing basis.

1. Increased fleet size over 45%.

2. Analyzed target market and current advertising strategies and

successfully developed new marketing techniques resulting in increased

operational profit margins of 55%.

3. Developed new selling strategies which resulted in increased branch

profit margins of over 40%.

4. Expanded operating territory by 33% by adding new revenue streams from

car dealership service rentals and new corporate accounts.

EDUCATION

Bachelor's Degree, Political Science, University of Arizona, 1998

. Minor: Pre-Law/English

. Licensed in Property, Casualty, Life, Health, and Accident Insurance.

. Accredited Advisor of Insurance (AAI) 2007

. Certified Personal Insurance Agent (CPIA) 2008

PROFESSIONAL

Fleet Growth Award - Enterprise Rent-A-Car (1999, 2000)

Operating Profit Award - Enterprise Rent-A-Car (2000, 2001)

COUNTRY club Award (2002)

Pinnacle Award - MetLife (2005)

Member of the Advanced Property Casualty Council - MetLife (2004, 2005)

Member of NAIFA (2002-Present)

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