JOSHUA JACKSON
Hyster-Yale Materials Handling
Snow Hill
1
Certification
8
years of professional experience
Results-driven Insurance Specialist known for delivering tailored client solutions and driving positive outcomes. Expert in navigating complex policies, conducting risk assessments, and managing customer relationships. Collaborative team player committed to achieving organizational goals through effective sales strategies and policy analysis, while ensuring compliance with industry regulations and high customer service standards.
Work History
Insurance Agent
11 Months- Conducted comprehensive risk assessments to identify coverage needs and recommend appropriate policies.
- Developed tailored insurance solutions for clients, enhancing customer satisfaction and retention.
- Managed policy renewals and claims processing, ensuring timely communication with clients.
- Licensed in Property and Casualty Insurance in the State of North Carolina.
Business Development Representative II
3 Years- Promoted to Business Development Representative II in November, 2024
- Achieved #1 on team for phone calls and emails in 2024.
- Ranked top 3 in opportunities created in 2024 out of 12 team members.
- Led team in nurture conversions in 2024, contributing to increased closed won's.
- Gained comprehensive understanding of product features and benefits by collaborating with multiple mentors. from multiple mentors within the company.
- Worked in the Food Processing & Distribution as well as the Beverage vertical beginning in 2025.
- Attended local plants as well as workshops to learn hands-on knowledge
Sales Development Representative
5 Months- Achieved KPIs by making 115 dials and sending 30 emails daily, leading to meetings set for Account Executives.
- Executed DebtBook campaign targeting local governments across the United States, increasing outreach and engagement.
- Consistently reached at least 90% of monthly goal throughout campaign, demonstrating reliability and commitment.
- Exceeded expectations by achieving 178% of the monthly meeting goal during the first month.
- Generated $237,700 of pipeline for DebtBook within a five-month timeframe.
- Remote
Business Development Representative
5 Months- Contributed to success of Harmonize higher education software campaign through targeted outreach and relationship building.
- Demonstrated exceptional productivity by completing over 70 outbound calls and 50 outbound emails daily, resulting in valuable meetings scheduled for Account Executives.
- Consistently generated fresh leads by prospecting and adding approximately 35 new leads daily using Outreach, a powerful CRM tool.
- Consistently met or exceeded sales goals in 4 of 6 months, achieving over 175% of targets in 2 months.
- Set new records at North State by booking the highest number of meetings in a single day (6) and the highest number of meetings in a week (15).
- Developed effective sales scripts, created impactful cold email sequences, and trained new team members to enhance campaign performance.
Financial Services Representative Intern
4 Months- Generated 100+ leads, contributing to company growth.
- Developed cold calling and communication skills to create tailored solutions for clients.
- Licensed to sell Life & Health Insurance in North Carolina during this time
- Worked during the school semester at UNC-Chapel Hill.
Education
Bachelor of Arts - Economics
Skills
Risk Analysis
Client Acquisition
Negotiation
Client Relations
Risk management
Insurance Sales
Time Management
Leadership
Attention to detail
Certification
- Licensed Property & Casualty Insurance Agent - Aug 2025 - present
Timeline
Insurance Agent
Family First Insurance
08.2025 - CurrentRead More
Business Development Representative II
Hyster-Yale Materials Handling
07.2023 - CurrentRead More
Sales Development Representative
RevGen NC
02.2023 - 07.2023Read More
Business Development Representative
North State Consulting
05.2022 - 10.2022Read More
Financial Services Representative Intern
Northwestern Mutual
08.2018 - 12.2018Read More
University of North Carolina At Chapel Hill
Bachelor of Arts from Economics
Read More