Alex Short
Mount Washington
Summary
Sales Driven insurance professional with proven success in client relationships management, business development, and team leadership with the insurance industry. Experienced in personal lines, life, and health insurance sales with a strong focus on customer retention, cross selling, and community relationship building. Recognized through multiple Kentucky Farm Bureau production awards, including Presidents club, Spring Challenge, Sportsman's, and Make a Choice. Motivated to bring leadership, accountability, and growth focused management to an Agency Manager role.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Kentucky Farm Bureau
Mount Washington, KY
11.2022 - Current
- Develop and manage relationships with clients across auto, home, life, farm, and business insurance products.
- Conducted risk assessments to identify coverage gaps for clients.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Collaborated with underwriters to ensure accurate and proper policy coverage.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Consistently identify cross-selling and account growth opportunities to strengthen retention and increase agency production.
- Assist clients through policy reviews, claims concerns, coverage education, and short and long term life insurance protection planning.
- Demonstrate leadership through mentoring, collaboration, and promoting a positive team culture.
Medicare- Agency Sales Representative
Anthem Blue Cross & Blue Shield
Louisville, KY
12.2020 - 11.2022
- Developed strategic sales plans to enhance market penetration and customer engagement.
- Planned and facilitated agent training events focused on new medicare plan education, product and plan updates, and compliance guidelines.
- Analyzed agency needs and provided tailored solutions to improve production.
- Distributed and organized marketing funds to agency's based on production.
- Built strong communication and problem solving skills in a fast paced insurance environment.
Education
Bachelor of Science - Business
Indiana University, Southeast
New Albany, IN05-2022
Skills
- Customer service
- Professionalism and ethics
- Quotes and sales
- Client relations
- Health insurance
- Client account management
- Marketing management
- Risk mitigation
- Asset protection expertise
- Referral pipeline maintenance
- Property examination
- Relationship building
Accomplishments
- Presidents club 2025
- Make a Choice Gold 2025
- Sportsman's TOC 2024
- Spring Challenge 2023
- Make a Choice Silver 2023
Affiliations
- Chair holder for Salt River Referral group
- Mount Washington Small Business Association
Certification
- Kentucky Property & Casualty Insurance License
- Kentucky Life Insurance License
- Kentucky Health Insurance License
Timeline
Insurance Agent
Kentucky Farm Bureau
11.2022 - Current
Medicare- Agency Sales Representative
Anthem Blue Cross & Blue Shield
12.2020 - 11.2022
Bachelor of Science - Business
Indiana University, Southeast