Patrick Jarvis

Experience

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  State Farm ®

  Feb 2017 - Aug 2017

  Intern - P&C

  Generated over $20,000 of revenue for this office as a spring and summer intern. Tasked with information gathering sessions with prospects. Efficiently obtained data to include: financial resources and needs, physical condition of insured property, and existing coverages, if any. Notable Contributions: • Obtained Insurance Producer’s License and gained extensive knowledge in the field of Property & Casualty insurance services.• Controlled the CRM Software Database Management by organizing data and adding relative notes for future reference and to continue lead generation. Show less

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  Nutrimax, Inc.

  May 2017 - Sept 2022

  Account Representative

  One-on-one personal efforts serviced prospective customer base and led to the expansion of active clientele by thirty percent. Results led to an account base of 1,200 to 1600+ clients for this 30-year-old family-owned establishment. • Compiled, sorted, and verified the accuracy of data before it was submitted. • Compared data with source documents, or re-entered data in verification format to detect errors. • Examined checks, prepared endorsements, and verified information, such as dates, identification of the persons serviced, and proper maintenance of documents needed for procedures. Show less

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  RJ Schauer & Associates, LTD

  Feb 2023 - now

  Intern - Commercial & Personal Lines

  Assisted Account Executives in developing and improving data management methods. Developed newer, more efficient ways to hold existing and newly acquired data.Implemented Slack software across office network to streamline communication efforts.Constructed, modified, and renewed Certificates of Insurance via ACORD Statements.Facilitated the reconciliation of accounts, review of existing business renewals and new business policies. Reacquired Property and Casualty License designation in the state of Illinois. Show less