Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Cole Chestnut

North Wales

Summary

Dynamic insurance agent with a proven track record at Bankers Life & Casualty Insurance, excelling in client relationship building and policy optimization. Skilled in inventory management and problem-solving, I effectively mentored junior agents while ensuring compliance with safety practices, enhancing team performance and client satisfaction.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Agent

Bankers Life & Casualty Insurance
09.2023 - 05.2025
  • State Licensed in Life & Health Insurance and Fixed Annuities for PA and NJ.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Specializing in all four areas of retirement by educating them on their rights and entitlements so they can prepare for a safe and happy retirement.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Mentored junior agents, sharing industry insights and best practices for success in the field.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Product Assembler

Deltroniclabs
03.2023 - 09.2023
  • Demonstrated adaptability by quickly learning new assembly processes and techniques, allowing for seamless transitions between different product lines.
  • Organized workspace for maximum efficiency while maintaining a clean work area in accordance with company guidelines.
  • Adhered to safety practices and quality standards at all times.
  • Actively communicated with supervisors regarding any potential challenges or issues faced during the assembly process, fostering open dialogue for resolution.
  • Reduced product assembly errors, meticulously following detailed assembly instructions.

Night Supervisor

Wawa
09.2016 - 03.2023
  • Developed strong relationships with staff members through effective communication and leadership efforts.
  • Responsible for the complete operations of the store. Leads team efficiently, and delegates tasks to others. Focusing on a positive customer experience while ensuring a quality product.
  • Managed inventory control, unloading products from the truck, ensuring adequate supplies were available for daily operations.
  • Trained staff members to perform inventory management, customer service and maintenance.

Education

High School Diploma -

North Penn Senior High School
Lansdale, PA

Skills

  • Inventory Management
  • Computer Efficiency
  • Supervisory experience
  • Problem-solving abilities
  • Detail-oriented
  • Safety practices
  • Multitasking

Certification

Accident & Health or Sickness; Life License:

PA - 08/31/23-08/31/25

NJ - 02/24/25-08/31/26

Timeline

Insurance Agent

Bankers Life & Casualty Insurance
09.2023 - 05.2025

Product Assembler

Deltroniclabs
03.2023 - 09.2023

Night Supervisor

Wawa
09.2016 - 03.2023

High School Diploma -

North Penn Senior High School

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Cole Chestnut