Jordan Spalding
Vice President Of Commercial Insurance at Worthy Insurance- Claim this Profile
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Topline Score
Bio
Credentials
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Cyber Professional Liability Practitioner (CPLP)
Professional Liability Underwriting SocietySep, 2022- Nov, 2024 -
Health Insurance Portability and Accountability Act (HIPAA)
ProTrainingsJan, 2022- Nov, 2024 -
Certified Authority on Workers’ Compensation
AF - Group -
Property & Casualty
State of Michigan
Experience
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Worthy Insurance
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United States
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Insurance
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1 - 100 Employee
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Vice President Of Commercial Insurance
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Mar 2021 - Present
·Responsible for prospecting, soliciting, quoting, and selling new business. ·Write insurance proposals and quotes showing comprehensive insurance coverage breakdowns. ·Develops follows and achieves sales objectives. ·Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal business. ·Completes and submits applications and related documentation to appropriate insurance markets ·Responsible for prospecting, soliciting, quoting, and selling new business. ·Write insurance proposals and quotes showing comprehensive insurance coverage breakdowns. ·Develops follows and achieves sales objectives. ·Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal business. ·Completes and submits applications and related documentation to appropriate insurance markets
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Spalding Insurance Agency
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United States
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Insurance
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1 - 100 Employee
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Vice President of Personal Lines
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May 2016 - Feb 2021
· Seek out new clients and build a book of business by networking to find new customers and generate lists of prospective clients. · Customize insurance programs to suit individual customers, often covering a variety of risks. · Recruit account managers and oversee training programs. · Establish and implement agency policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary. · Seek out new clients and build a book of business by networking to find new customers and generate lists of prospective clients. · Customize insurance programs to suit individual customers, often covering a variety of risks. · Recruit account managers and oversee training programs. · Establish and implement agency policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary.
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MSU Federal Credit Union
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United States
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Financial Services
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500 - 600 Employee
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Financial Services Representative
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Dec 2013 - May 2016
· Communicate with members through the new account onboarding process and actively follow up to secure loan funding and discuss additional products and services · Interview members and ask detailed questions to offer solutions that balance member needs with Credit Union risk ·Document new account and loan applications using detailed notes to support a recommendation ·Resolve problems or discrepancies concerning members' accounts. · Communicate with members through the new account onboarding process and actively follow up to secure loan funding and discuss additional products and services · Interview members and ask detailed questions to offer solutions that balance member needs with Credit Union risk ·Document new account and loan applications using detailed notes to support a recommendation ·Resolve problems or discrepancies concerning members' accounts.
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Education
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2009 - 2013
Michigan State University
Bachelor of Arts - BA, Communication
Community
