Summary
Overview
Work History
Skills
Certification
Timeline
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Nicholas Ramos

Atlanta

Summary

Experienced with business development, client relationship management, and team leadership. Utilizes strategic planning and problem-solving skills to drive agency success. Track record of fostering client loyalty and achieving business growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Insurance Agency Owner

Uplift Insurance Group
05.2019 - 01.2025
  • Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
  • Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
  • Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
  • Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
  • Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
  • Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
  • Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment.
  • Streamlined internal processes for greater efficiency, improving overall agency performance and profitability.

Account Manager, Inside Sales

The Sill Agency - Farmers Insurance
04.2019 - 06.2020
  • Managed a diverse portfolio of accounts, ensuring each client received personalized attention tailored to their unique needs.
  • Cultivated long-lasting partnerships with clients by consistently exceeding expectations and delivering exceptional service.
  • Developed strong relationships with key clients, resulting in increased account retention and growth.
  • Expanded client base through targeted prospecting and effective lead generation efforts.
  • Effectively resolved escalated client issues in a timely manner while maintaining positive working relationships.
  • Consistently met or exceeded quarterly sales targets by diligently monitoring progress toward goals.
  • Consistently maintained high levels of client satisfaction through proactive communication and prompt problem resolution.
  • Boosted client satisfaction by effectively addressing concerns and providing tailored solutions.

Skills

  • Policy analysis
  • Small business operations
  • Verbal and written communication
  • Relationship building
  • Customer relations
  • Value proposition development
  • Operations management
  • Sales leadership
  • Sales strategy development
  • Negotiation
  • Marketing

Certification

  • Licensed Property & Casualty Producer (2018 - Present)
  • Licensed Life, Accident, & Sickness Producer (2018 - Present)
  • Anti-Money Laundering Training - (r. 2024)

Timeline

Insurance Agency Owner

Uplift Insurance Group
05.2019 - 01.2025

Account Manager, Inside Sales

The Sill Agency - Farmers Insurance
04.2019 - 06.2020

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Nicholas Ramos