JOSEPH B. JANIDLO, IV
Mobile: (859) 379-9484
Email: Joseph@jbj4.com
Dear Michel Danis and WWEX,
I am excited to apply for the Account Manager position at Worldwide Express. With a strong background in account management and consultative sales, I have built a career on developing client trust, expanding business relationships, and driving retention in highly competitive, compliance-driven industries.
In my most recent roles, I managed books of business across multiple states, serving clients with complex insurance and benefits needs. Much like Worldwide Express, success required not only meeting immediate client requirements, but also identifying long-term growth opportunities, providing tailored solutions, and maintaining rigorous reporting standards. I was entrusted with reviewing more than 6,000 policies and reconciling 55 confidential reports in just four months—demonstrating both precision and client advocacy.
What excites me most about Worldwide Express is the opportunity to transfer my relationship-first approach into the logistics space. Your reputation as the largest non-retail UPS® partner and the No. 1 privately held LTL broker reflects the same commitment to client service and growth that has driven my career. I am eager to leverage my skills in strategic account management, consultative problem-solving, and executive-level client presentations to help your clients optimize their shipping solutions while advancing WWE’s growth goals.
I would welcome the opportunity to discuss how my background aligns with your team’s needs. Thank you for considering my application—I look forward to connecting.
Sincerely,
ACCOUNT MANAGER - Cincinnati Area
Insurance Broker | Strategic Account Partner | Client Relationship Builder
Results-driven account management professional with proven success in building and retaining long-term B2B relationships. Experienced in consultative sales, upselling, and compliance-driven industries. Skilled at uncovering growth opportunities, managing client portfolios, and delivering executive-level service. Adept at CRM reporting, contract oversight, and cross-functional collaboration. Recognized for balancing client advocacy with business growth targets.
KEY SKILLS
- Account Management & Retention
- B2B Sales & Upselling
- CRM Reporting & Data Integrity
- Strategic Client Presentations
- Relationship Development
- Compliance & Policy Oversight
- Prospecting & Business Development
- Executive Communication & Negotiation
PROFESSIONAL EXPERIENCE
Insurance Broker & Account Manager
Independent Brokerages | 2023 - Present
- Manage multi-state client base across life, health, Medicare, and annuity products, building long-term relationships through consultative solutions.
- Retain and expand accounts by identifying coverage gaps and upsell opportunities, consistently improving client satisfaction and revenue growth.
- Present customized solutions at an executive level, simplifying complex options for small business owners and individuals.
- Maintain accurate client records in CRM systems, ensuring compliance with state and federal regulations.
Account Manager and Benefits Consultant – Bankers Life
Banker’s Life | 2024 – 2025
- Built and retained a book of business in health, life, and retirement products through consultative sales.
- Conducted field and virtual client meetings, presenting tailored benefit packages to individuals and families.
- Developed trusted advisor relationships, resulting in referrals and ongoing account growth.
- Leveraged CRM for lead management, compliance tracking, and performance reporting.
Auditor - Policy Reviewer & Quality Control Specialist
PA Department of Treasury | 2022 – 2023
- Oversaw reconciliation of 6,000+ insurance policies locked in the state treasury vault.
- Increased efficiency and accuracy by reviewing 55 internal reports in 4 months, ensuring families regained unclaimed assets.
- Independently contacted carriers, verified policy amounts, and managed confidential records with precision.
- Acted as key liaison between treasury officials and beneficiaries, balancing compliance with service excellence.
EDUCATION
- Bachelor of Arts in Philosophy – Gannon University (Cum Laude, GPA 3.5)
- Studies in Psychology of Human Behavior – Southern New Hampshire University (GPA 4.0)
LICENSES & CREDENTIALS
- Life, Health and Fixed Annuities (KY, OH, CO, FL, IA, IL, IN, MD, MI, PA, TX, WI)
- Commissioned Notary Public, State of Kentucky
PROFESSIONAL BRANDING
Founder of JBJ4.com – personal professional hub integrating insurance, notary, and client services. Demonstrates executive presence, strategic branding, and digital client engagement.
