Brice Whited
Watkinsville
Summary
Dynamic and results-driven professional with proven expertise in insurance, banking, sales, customer service, and management. Adept at cultivating client relationships, streamlining processes, and achieving measurable outcomes. Known for exceptional organizational skills, leadership capabilities, and a commitment to delivering superior service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed P&C Sales Producer
AllState
02.2024 - Current
- Build and maintain relationships with clients by identifying their insurance needs and presenting tailored policy options.
- Calculate premiums, establish payment schedules, and manage lead databases for effective sales prospecting.
- Handle claims reporting and review policy renewals while adhering to company guidelines and prioritizing superior customer service.
Personal Banker
Oconee State Bank
04.2022 - 02.2024
- Opened and managed personal and business accounts, processed international/domestic wires up to $500,000, and resolved customer disputes with professionalism.
- Successfully managed over 1,200 monthly transactions and consistently exceeded targeted sales goals.
- Delivered high-level service by maintaining deep knowledge of financial products and services.
Park Assistant
Oconee County Recreation Department
09.2020 - 06.2021
- Organized and managed operations for three sports leagues comprising 16 teams each, including schedules and logistics.
- Provided on-site first aid during events and ensured compliance with safety standards.
Education
BBA - Business Administration
University of Georgia
Athens, GASkills
- Customer Relationship Management
- Sales and Account Management
- Financial Analysis and Banking Tools (Xperience Teller Processing, JH Card Services, Verafin)
- Insurance Systems (Allstate Platforms, Advisor Pro)
- Proficient in Microsoft Office Suite
Accomplishments
- Oconee State Bank: Achieved “Highest Transactions of the Month” and earned the “Voice of the Customer” award for 12 consecutive months.
- Promoted from Essential Banker to Personal Banker in recognition of performance excellence.
Certification
- Notary Public
- Georgia Property and Casualty License
- Georgia Adjuster License
Timeline
Licensed P&C Sales Producer
AllState
02.2024 - Current
Personal Banker
Oconee State Bank
04.2022 - 02.2024
Park Assistant
Oconee County Recreation Department
09.2020 - 06.2021
BBA - Business Administration
University of Georgia
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