James McCabe
Charlotte
Summary
Experienced sales agent with a proven track record excelling in client relations and risk mitigation. Skilled negotiator, achieving high customer retention rates through personalized solutions and business relationships. Recognized for top-rated sales performance and proactive teamwork, driving client satisfaction and loyalty in competitive markets.
Overview
22
22
years of professional experience
Work History
Insurance Broker
The Baldwin Group
01.2022 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
Sales Manager
Best Insulation
06.2021 - 12.2021
- Handled builder relations issues, enabling quick resolution, and overall satisfaction.
- Built relationships with builders through excellent customer service , competitive bid pricing, and quick install times.
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
- Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
Mortgage Loan Officer
Cardinal Financial
07.2019 - 07.2021
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
- Negotiated loan terms and conditions with clients to maximize profitability.
Master Sales Agent
Red Ventures
08.2015 - 07.2019
- Utilized persuasive communication skills to close deals with hesitant clients, ensuring a win-win situation for all parties involved.
- Served customers with knowledgeable support at every stage of the shopping and purchasing
- Consistently exceeded sales goal, as well as customer service.
- Within first 6 months of hire, fell into the top 5% of production.
General Manager
Providence Financial Group
01.2012 - 06.2015
- Managed employee reviews, training, schedules, and floor production
- Managed a diverse team of agents, fostering a positive work environment and high employee morale.
- Developed and implemented strategies to increase production and profitability.
- Continuous coaching on effective closing techniques with agents
- In charge of the individual performance of agents, monitored call volume, rate of closed calls, and distribution of files accordingly.
Collections Agent
NCO Financial Systems
01.2003 - 12.2011
- Consistently achieved
- Processed payments and applied to customer balances.
- Maintained high volume of calls and met demands of busy and productive group.
- Negotiated to collect balance in full. If consumer was unable, would negotiate settlement or payment plan
- Placed in top 10% of Chase Bank production country wide, one of the largest agency partners.
- Increased productivity levels through efficient time management and prioritization of daily tasks.
Education
High School Diploma -
Sweet Home High School
Amherst, NY06-2001
Skills
- Proactive team player
- Driven
- Risk mitigation
- Financial planning
- Skilled negotiator
- Top-rated sales performance
- Talented salesperson
- Client relations expert
- NMLS Licensed (#1135955)
- Insurance Licensed (#29598193)
Timeline
Insurance Broker
The Baldwin Group
01.2022 - Current
Sales Manager
Best Insulation
06.2021 - 12.2021
Mortgage Loan Officer
Cardinal Financial
07.2019 - 07.2021
Master Sales Agent
Red Ventures
08.2015 - 07.2019
General Manager
Providence Financial Group
01.2012 - 06.2015
Collections Agent
NCO Financial Systems
01.2003 - 12.2011
High School Diploma -
Sweet Home High School
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