Joseph Sargent
Harrisonville
Summary
Results-driven Insurance Team Lead with proven expertise in coaching, performance monitoring, and process improvement. Achieved significant sales growth through effective team training and operational enhancements.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Team Lead
Farmers Insurance - Chris Castanza Agency
08.2023 - Current
- Screened, Hired, Trained, and Mentored new sales producers to consistently sell over $40,000 in personal lines insurance each month.
- Ran morning and afternoon team huddles, weekly 1-1 coaching meetings, and daily sales trainings with the outside sales team.
- Implemented workflow optimizations that increased efficiency in policy sales and onboarding.
- Coordinated communication between departments to accelerate underwriting and ensure clean new business.
- Inspected daily policy submissions for accuracy, value, and timely issuance.
- Managed marketing budgets to maximize revenue and reduce costs.
- Maintained and updated daily and weekly reports for Recruiting, Sales, Marketing, and Costs.
- Trained additional Team Leads, Client Experience Managers, Health and Commercial Producers, Virtual Assistants, and Telemarketers.
- Oversaw technological efficiency for all departments.
Insurance Sales Producer
Farmers Insurance - Chris Castanza Agency
02.2017 - Current
- Developed customized insurance plans to meet client needs and enhance satisfaction.
- Conducted thorough assessments of client risk profiles to recommend appropriate coverage options.
- Utilized CRM software to track leads, manage customer relationships, and streamline communication.
- Trained new agents on sales techniques, product knowledge, and compliance standards.
- Collaborated with team members to implement marketing strategies that increased brand visibility.
- Mentored junior producers in effective sales methodologies and customer engagement practices.
Kitchen Staff Member
Chick-fil-A
08.2016 - 12.2016
- Prepared and assembled menu items following Chick-fil-A quality standards.
- Operated kitchen equipment safely and efficiently to maximize productivity.
- Collaborated with team members to ensure timely service during peak hours.
- Maintained cleanliness and organization of kitchen area in compliance with health regulations.
Education
High School Diploma -
Credo Academy High School
Lone Tree, COSkills
- Conflict resolution
- Coaching and mentoring
- Performance monitoring
- Performance improvement
- Quality control
- Process improvement
- Operations management
- Employee evaluation
- Key performance indicators
Accomplishments
- Achieved President's Council Award for 6 years, Agent of the Year multiple times, and Toppers club almost every year for our agency by driving new business sales.
- Achieved Century Club Status through selling over $100,000 in a month multiple times in a row.
Certification
- Licensed Property and Casualty
- Licensed Life, Health and Accident
Timeline
Insurance Team Lead
Farmers Insurance - Chris Castanza Agency
08.2023 - Current
Insurance Sales Producer
Farmers Insurance - Chris Castanza Agency
02.2017 - Current
Kitchen Staff Member
Chick-fil-A
08.2016 - 12.2016
High School Diploma -
Credo Academy High School