JOSEPH MITCHELL
Lake Barrington
Summary
Experienced Insurance Agent/Consultant with proven track record in sales and customer relationship management. Demonstrated success in driving revenue growth and fostering client satisfaction through tailored solutions and effective communication. Skillfully utilized negotiations, rebuttal-talk paths and problem-solving abilities to meet and exceed sales targets.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sales Agent Advisor
Insurance Supermarket
10.2024 - Current
- Increased sales revenue by developing and maintaining strong client relationships.
- Utilized CRM software to track opportunities, forecast sales accurately, and maintain detailed records of all activities.
- Exceeded monthly sales targets through proactive prospecting and lead generation.
AUTO INSURANCE AGENT
Horace Mann Insurance
11.2023 - Current
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport
- Generated proposals for clients to match individual needs and guidance to help clients on product selection
CUSTOMER SERVICE/HEALTH PROVIDER REPRESENTATIVE
Signature Performance Inc MHP, US Veterans Admin
12.2022 - 11.2023
- Security clearance
- Manage partnerships agreements, engage members and Healthcare Networks completing service authorizations processing, data entry, data collection and revenue cycle management
- Coordinate services with VA Providers to deliver emergency care and cost reviews
- Contact Call Center navigate and work within multiple systems (JLV, FIVE9, ECR, PPMS, etc.), billing, ticketing services for both company and client-based (Providers) to resolve issues regarding claims, benefits, and eligibility
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Handled customer inquiries and suggestions courteously and professionally
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
CUSTOMER SUCCESS ASSOCIATE
Bloomerang (SaaS) Inc.
05.2022 - 12.2022
- Provide onboarding support to Non-Profits and introduced best practices to drive customer utilization, subscription renewal, upsells, and increased net revenues
- Enterprise support sales, data clean up, data entry and collection, customer relations and success plan implementation, customer-facing (Zoom/Slack) product feature presentations, surveys, billings, renewals, and improved retention processes for Non-Profit donor management subscribers
- Communication and manages commitments across teams while leveraging subject matter experts to review data analytics and surveys to support customer satisfaction
- Managed over60 customer calls per day, resolved complaints and increased retention ARR10%
- Answered calls promptly to avoid on-hold wait times
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management
- Utilized customer service software to manage interactions and track customer satisfaction
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines
- Clarified customer issues and determined root cause of problems to resolve product or service complaints
- Responded to customer requests for products, services, and gave Zoom Presentations of software
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
CUSTOMER EXPERIENCE SALES AGENT
AAA Auto Club South
07.2018 - 05.2022
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions, and concerns
- Sales renewal and quality business reviews increased by12% in the1st year due to increased outreach and account needs analysis reviews
- Offered each customer top-notch, personal service to boost sales and customer satisfaction
- Best Practices ensure claims handling quality
- Annual/Quarterly business review of Insurance title and DMV administration, account reconciliations, scheduling P&C endorsements and reviews, including personal and real property, vehicles, office, and umbrella coverages
- Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences
- Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities
- CONTINUE…
SPECIAL/ASSISTANT LIAISON OFFICER
Mayor and Council, City of Las Vegas
10.2013 - 07.2018
- Constituent and Stakeholder relationship cultivation for projects, development plans and initiatives
- Trained team to implement technical strategies in operational environments
- Maintained current understanding of opposing policy tactics, techniques, and procedures
- Policy adviser to Mayor and City Council on federal grant-aids fund programs and public-procurement cycles
- Attended public forums, Planning Boards & Commissions, meetings, community events and informal meetings
- Attracted major client(s), generating $10M in annual tax revenue under new B2G public-private-partnership projects and opportunity zones economic developments
- Experience working collaboratively with diverse communities, stakeholders, organizations, on public-private partnership projects
- Greeted guests in with friendliness and professionalism
- Analytics to strategize RFP/RFQs, for resource allocation and establish performance metrics
- Handled administrative requirements, maintained records and submitted operational reports
Education
Bachelor of Science - Computer, and Information Sciences
Northern Illinois University - Student
DeKalb, IL07-2025
Associate of Arts - Business Management
College of Southern Nevada
North Las Vegas, NV06.2022
Skills
- Account management and retention
- Risk management
- Salesforce CRM / ChurnZero
- Slack, SharePoint, Microsoft Teams/Suite
- Google Docs, Excel, PowerPoint, Oracle, Donor Search, Lead Manager, Adobe Acrobat, DocuSign
- Proficient writing and typing (50WPM)10-Key
- National Flood Insurance Program (NFIP)
- Health & Life Insurance License Advisor
- Property and Casualty Insurance Advisor
- Community services Boards & Commissions
- 2021 Skokie Chamber of Commerce
- Strong customer focus
Certification
- Accident & Health Insurance License
- Property & Casualty Insurance License
- Flood Insurance License
Accomplishments
- Top producer award recognition grew area revenue by65% in2 years.
- Strong hunter sales, networking trade organizations
Timeline
Sales Agent Advisor
Insurance Supermarket
10.2024 - Current
AUTO INSURANCE AGENT
Horace Mann Insurance
11.2023 - Current
CUSTOMER SERVICE/HEALTH PROVIDER REPRESENTATIVE
Signature Performance Inc MHP, US Veterans Admin
12.2022 - 11.2023
CUSTOMER SUCCESS ASSOCIATE
Bloomerang (SaaS) Inc.
05.2022 - 12.2022
CUSTOMER EXPERIENCE SALES AGENT
AAA Auto Club South
07.2018 - 05.2022
SPECIAL/ASSISTANT LIAISON OFFICER
Mayor and Council, City of Las Vegas
10.2013 - 07.2018
Associate of Arts - Business Management
College of Southern Nevada
- Accident & Health Insurance License
- Property & Casualty Insurance License
- Flood Insurance License
Bachelor of Science - Computer, and Information Sciences
Northern Illinois University - Student
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