Angel Bromead

Kenosha,WI

Summary

Dedicated Licensed Insurance Agency Manager with 25+ years of experience in financial services, including 13 years in agency management and 12 years in retail banking at JP Morgan Chase. Ethical and dependable leader known for driving an agency to the #1 sales position while maintaining exceptional customer satisfaction and high client retention rates. Adept at optimizing agency productivity, building strong client and broker relationships, and utilizing CRM systems to drive sales pipeline success. Ready to leverage robust sales expertise and operational excellence in a demanding agency environment.

Overview

years of professional experience

Certification

Work History

Licensed Insurance Agency Manager

American Family Insurance

Winthrop Harbor, IL

12.2013 - Current

Agency Leader: Played a pivotal role in the agency achieving the internal designation of #1 agency in sales, contributing significantly to overall premium volume and new business acquisition..
Exceptional Customer Service: Provided exceptional customer service when addressing client inquiries or concerns, maintaining a high retention rate and ensuring client satisfaction via phone calls and email correspondence.
Sales Pipeline Management: Utilized CRM systems effectively to track interactions with clients, monitor policy renewals, and manage sales pipeline activities efficiently.
Client Education & Sales: Enhanced client education by delivering informative presentations on coverage options, risk management strategies, and claims processes, leading to increased upsell opportunities.
Compliance & Operations: Maintained strong organizational skills in managing multiple priorities, accurate records, and adhering to all industry regulations.

Teller/Personal Banker

JP Morgan Chase Bank NA

Antioch, IL

02.2001 - 06.2013

Accuracy & Compliance: Processed a high volume of complex transactions, including deposits, withdrawals, loan payments, and currency exchanges, maintaining 100% cash drawer accuracy and adhering strictly to all regulatory and security guidelines.
Assisted customers with account inquiries, resolving issues promptly and professionally.
Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
Cross-sold credit cards, loans and other bank products.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Education

Associate of Science - Social Work

College of Lake County

Grayslake, IL

High School Diploma -

Zion Benton High School

Zion, IL

Skills

Insurance Expertise: Property & Casualty Licensing; Underwriting Knowledge; Quotes & Sales; Risk Identification; Regulatory Compliance
Management & Leadership: Office Management & Administration; Team Leadership; Recruitment Assistance; Negotiation & Persuasion; Customer Complaint Resolution

Technology & Systems: CRM Systems Management; Accurate Record Keeping; High-Volume Transaction Management; MS Office Suite
Sales & Service: Goal-Oriented Sales; Interpersonal Abilities; Customer Follow-up; Cross-Selling & Upselling; Exceptional Customer Service