Gregory Ross

INSURANCE AGENCY OWNER

ALLSTATE INSURANCE CO / ROSS INSURANCE AGENCY

1994.06 - 2023.12

Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
Expanded agency operations by identifying new market opportunities and implementing strategic growth initiatives.
Enhanced team productivity by implementing efficient workflows, training programs, and performance management systems.
Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
Streamlined internal processes for greater efficiency, improving overall agency performance and profitability.
Mentored junior agents to enhance their sales skills and industry knowledge, fostering high-performance team environment.
Established partnerships with other financial service providers to offer comprehensive solutions for clients'' diverse needs.
Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
Mitigated risk exposure for clients by thoroughly assessing their individual circumstances and recommending appropriate coverage levels.
Continuously updated industry knowledge through ongoing professional development activities, staying current on relevant trends and best practices.
Led efforts to maintain a positive work environment that fostered employee engagement, collaboration, and job satisfaction.
Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
Prepared bank deposits and handled business sales, returns and transaction reports.
Put together realistic budgets based upon costs and fees for successfully operating business.
Consulted with customers to assess needs and propose optimal solutions.
Trained and motivated employees to perform daily business functions.
Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Trained and guided team members to maintain high productivity and performance metrics.
Trained new employees on proper protocols and customer service standards.
Interacted well with customers to build connections and nurture relationships.
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.

Summary

Overview

Work History

INSURANCE AGENCY OWNER

Education

Skills

Accomplishments

Timeline

INSURANCE AGENCY OWNER

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