Casey Wise

Experience

1. Farmers Insurance Agent

   Farmers Insurance

   Jul 2014 — Present

   Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being. Determines clients\' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Obtains underwriting approval by completing application for coverage. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications. Provides death benefits by delivering policy proceeds; reassessing client needs. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Education

• University of Oklahoma

  Bachelor of Arts (B.A.)

  2002 — 2005

Skills

• Strategic Planning
• Customer Service
• Sales
• Management Consulting
• Recruiting
• Insurance
• Management
• Team Building
• Microsoft Excel
• Marketing
• Team Leadership
• Public Speaking
• Leadership
• Agency Development
• Networking
• Training
• New Business Development
• Account Management