1. JO HENRY
310 E Lee Avenue
Weatherford, TX 76086
(916) 747-3023 mobile
texasjo2010@gmail.com
CORE STRENGTHS
-Property & Casualty, Life, Accident & Health Insurance License with Texas Department of
Insurance
-Client Advocate, Skilled at complaint handling and resolution
-Exceptional organizational and project management abilities
-Excellent verbal and written communication skills including public speaking
PROFESSIONAL EXPERIENCE
REALTY WORLD PROFESSIONALS
Office Administrator 2014 to Present
Implement and manage all systems for buyers, sellers, lead generation, database and information
management
Support broker and agents in all aspects of agent/client communication and real estate transactions
Assist with marketing strategy development and implementation, including social media marketing
Maintain agent records for state compliance requirements
Complete monthly reports for clients and broker
Vendor selection, management and communication
EQUINE EMBRYO TRANSFER FACILITY- DR. DAVE JASKO
Vet tech/office assistant 2013 – 2015: part-time
-Assisted veterinarian with equine embryo transfers and care of horses
-Processed contracts, invoices and state required forms
STATE FARM INSURANCE
Insurance Associate 2011-2013
-Promote agency products to customers in person, by telephone and in writing
-Interview prospective clients to learn their financial needs and discuss existing coverage
-Present and clearly explain insurance policy options based on client needs and goals
-Prepare and submit all documentation required to process applications and service accounts
-Promote client retention through high-quality service and follow through
-Pursue continuing education and training programs to advance professional development
McCLATCHY INSURANCE AGENCY
Insurance Broker, 2005 to 2011
- Researched coverage and premium options to supply clients with needs based coverage
- Presented account proposals in a professional and timely manner

2. - Responsible for premier client retention through high-quality service and follow through
- Provided sales, service and claim assistance for personal and commercial lines clients
-Assisted individuals and small groups in selecting appropriate health and dental plans
SCHARFF, PLANTE & HANSEN, LLC
Managing Partner 2000 to 2011
-Assisted in procurement of commercial office building
-Coordinated major tenant improvements
-As property manager, maintained lease compliance, timely collected rents and paid invoices, taxes and
insurance
-Hired and supervised janitorial, maintenance and landscaping crews
-Maintained all financial records for the company and met SBA loan requirements
-Supervised the budgeting and control of operating and capital expenditures
-Provided monthly reports and recommendations to business partners
-Administered retirement and health insurance plan for office
WESTERN FARM CREDIT BANK
Director of Training, Human Resources Department 1984 to 1990
-Developed and directed Bank and Association training programs for credit, appraisal and legal
functions of five state region
-Worked with outside consultants on communication and negotiation workshops
-Prepared and administered budgets for the training department
-Recruited Loan Officer/Appraiser Trainee program candidates from major universities
-Supervised trainees, approved expenses, arranged training assignments and job placement upon
successful completion of program
COMMUNITY INVOLVEMENT
-Elementary School Art Docent , Sacramento, CA
-Fremont Presbyterian Women’s Ministry Board Member
-Sacramento Literacy Foundation Volunteer
-Public School Volunteer in art, reading and fund-raising
EDUCATION and LICENSING
Texas A&M University – Bachelor of Science in Agricultural Economics
General Lines Agent- Property and Casualty, Life, Accident, Health & HMO
Licensed with Texas Department of Insurance
National Alliance, Certified Insurance Service Representative (CISR) Designation
Computer Program Proficiencies include: Microsoft office, AMS 360, Hawk Management
System, State Farm Agency Management System, Top Producer , Back Agent Real Estate
Management System and North Texas Real Estate Information System