John Crist

John Crist

Sr. Managing Partner
Location: Bastrop LA
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Summary

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• Owned and operated multi-line insurance agency growing client base from zero to over 1500 clients while overseeing daily operations • Utilized in-depth product knowledge and exceptional customer service skills to build large client base • Created and implemented strategic marketing and recruiting plan building footprint in new market • Oversaw key accounts, cultivating and maintaining relationships with decision makers through correspondence and presentations • Exceeded company’s sales goals and objectives by 30% • Finished 2012 with largest year over year increase in life insurance production achieving 129% to stated objective • Achieved growth of 315% in Property & Casualty premiums with 73% retention in the last three years • Added over 200 members to a top tier account by convincing customers to switch plans • Sold commercial, auto, homeowners, group, health, and life insurance products consistently ranked among the top 5% of company’s salespeople • Met with clients, analyzing and assessing client needs and providing cost effective solutions to meet client needs • Conducted policy audits by periodically reviewing coverages for each client • Acquired and retained profitable business • Performed underwriting for new business according to company policies/procedures and industry regulations • Supervised, trained, and counseled new employees (10-15 employees per year) • Managed operations, sales, and shipping/receiving • Purchased rebates and conducted financial forecasting models based on receivables and payables • Controlled inventory, tracked sales trends, and controlled product rotation • Implemented direct merchandising and sales promotions • Planned/organized scope of work and collaborated with team members to manage budget of $2M

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