Michael Kerr

Experience

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  JPMorgan Chase & Co.

  Jan 1994 - Jan 2004

  Financial Advisor

  Increased profitability and balance growth of investment clients by 10% and increased net new investments by $2 millionWorked closely with Agency Team to identify client needs, define investment goals, build plans and make recommendations for clients to achieve their investment goals and objectives through individual investment strategies.

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  American Fidelity

  Jan 2004 - Apr 2017

  Regional Sales Manager

  Started AmeriLife Division/US Sales operations and grew sales from zero to over $7M of periodic life insurance premium and $180M of single premium life and annuity premium.Recruited, trained and managed over 5,500 independent agents.Developed unique life and annuity products, sales strategies and supporting material.Specialized in comprehensive analysis of life insurance and annuity contracts and pricing.Developed life insurance illustration software

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  Assured Benefits Administrators, Inc.

  Apr 2017 - Oct 2020

  Sales Operations Analyst

  Expert in establishing Self-Funded Health Insurance Plans with extensive knowledge of Fully Insured Health Plans, COBRA, Section 125, HSA, HRA and FSA services.Collaborated with experienced insurance brokers to provide solutions to their client’s health insurance challenges.Increased number of insured lives serviced by Assured Benefits Administrators by over 25%.Specialized in creating detailed responses to Requests for Proposals

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  United Insurance and Risk Management

  Oct 2020 - Mar 2025

  Insurance Agent

  Assisted in establishing a new property & casualty insurance agency.Grew sales from zero to $75,000 per month in new premium.Created proposals for clients and specialized in all manner of software solutions for agency.

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  Dillingham Insurance

  Nov 2022 - Mar 2025

  Senior Benefits Account Manager
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  Summit Financial Group, Inc.

  Mar 2025 - now

  Account Manager