Brad Landis
Traverse City,MI
Summary
Hard-working and self-motivated professional with 15+ years experience with sales, underwriting, and retention in the insurance industry. Dedicated to continuous improvement with a knack for connecting with people to build long term relationships. Exceptional written and verbal communication skills, problem solver, and ultimate team player. Advanced computer skills and efficient multi-tasker in a fast paced environment. Active Property and Casualty insurance license and API certification. Bachelor's Degree in Management and Master's Degree in Leadership.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Collector Insurance Specialist
American Collectors Insurance
03.2024 - Current
- Build relationship with clients through outbound lead generation and inbound sales queues
- Identify potential agency partners by networking, cold calling, and through referrals
- Educate agents and clients on company products and guidelines to maintain underwriting integrity
- Manage workflow to ensure timely follow up on leads and quotes
Private Client Account Manager
Hagerty Insurance Agency
04.2022 - 12.2023
- Provided customer service and underwriting to manage existing U.S. policies up to $3,000,000 in value
- Developed and maintained solid relationships with agents and clients while protecting loss ratio
- Demonstrated high level of critical thinking to assess agent and client needs
- Held a 98% satisfaction rating from agents and clients
Senior Sales Account Executive
Hagerty Insurance Agency
02.2019 - 04.2022
- Primary salesperson and underwriter for new Canadian policies up to $3,000,000 in value
- Responsible for guiding agents and clients through the entire sales cycle
- Utilized a consultative selling approach with agents and clients to acquire new policies
- Exceeded 150% of performance targets every single year
Sales Account Executive
Hagerty Insurance Agency
01.2012 - 02.2019
- Managed a territory to quote, underwrite, and issue U.S. policies up to $150,000 in value
- Strengthened relationships with agents, clients, and field reps to increase sales and retention
- Created and executed outbound call projects to improve broker and client interactions
- Helped guide many agents to over 300% growth with a few exceeding 1000% growth
Licensed Sales and Service Agent
Hagerty Insurance Agency
03.2010 - 01.2012
Service and Support Specialist
Distribution Solutions International
01.2005 - 01.2010
Sales Account Manager
CDW Inc.
10.2002 - 10.2004
Education
Master of Science and Administration - Leadership
Central Michigan University
Traverse City, MIBachelor of Business Administration - Management
Saginaw Valley State University
Saginaw, MISkills
- Broker Development
- Sales and Service
- Relationship Management
- Emotional Intelligence
Certification
- Property and Casualty Insurance License
- Associates in Personal Insurance Certification
Professionalawards
- 2017, Top Sales Account Executive, Hagerty Insurance Agency
- 2006, Impact Performer of the year, Distribution Solutions International
- 2004, Hewlett Packard Sales Leader, CDW Inc.
Timeline
Collector Insurance Specialist
American Collectors Insurance
03.2024 - Current
Private Client Account Manager
Hagerty Insurance Agency
04.2022 - 12.2023
Senior Sales Account Executive
Hagerty Insurance Agency
02.2019 - 04.2022
Sales Account Executive
Hagerty Insurance Agency
01.2012 - 02.2019
Licensed Sales and Service Agent
Hagerty Insurance Agency
03.2010 - 01.2012
Service and Support Specialist
Distribution Solutions International
01.2005 - 01.2010
Sales Account Manager
CDW Inc.
10.2002 - 10.2004
Bachelor of Business Administration - Management
Saginaw Valley State University
Master of Science and Administration - Leadership
Central Michigan University
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