Brandi Banning
Mesa,AZ
Summary
Dynamic Personal Lines Account Manager with a proven track record of exceeding sales quotas and fostering client relationships. Expert in client needs analysis, ensuring tailored insurance solutions. Achieved sustained growth through effective account management and customer engagement. Skilled in relationship building, contributing to continuous client referrals and service excellence.
Overview
18
18
years of professional experience
Work History
Personal Lines Account Manager
Lebaron & Carroll Insurance
Mesa, AZ
08.2018 - Current
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Identified and solicited sales prospects in agency databases.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Monitored customer feedback and identified areas of improvement.
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Finalized sales and collected necessary deposits.
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated contracts and terms of sale with potential customers.
Personal Lines Account Manager
Southwest Risk Management
Mesa, AZ
09.2015 - 07.2018
Personal Lines Account Manager
Strong Tower Insurance
Gilbert, AZ
04.2015 - 07.2015
Broker/Agent
Insurance Professionals of Arizona
Mesa, AZ
05.2013 - 04.2015
Insurance Agent
American Family Insurance
Mesa, AZ
10.2006 - 05.2013
Event Coordinator
BNI
Mesa, AZ
01.2012 - 12.2012
Education
Property/Casualty, Life/ Health
Arizona Department of Insurance
Phoenix09-2006
Skills
- Clientele Development
- Account Management
- Policyholder Communication
- Customer Billing
- Service Marketing
- Policy sales
- Document Control
- Customer Engagement
- Insurance Practices
- Insurance Coverage Verification
- Customer follow-up
- Client Consultations
- Policy Changes
- Policy Renewals
- Upselling and Cross-selling
- Underwriter Collaboration
Timeline
Personal Lines Account Manager
Lebaron & Carroll Insurance
08.2018 - Current
Personal Lines Account Manager
Southwest Risk Management
09.2015 - 07.2018
Personal Lines Account Manager
Strong Tower Insurance
04.2015 - 07.2015
Broker/Agent
Insurance Professionals of Arizona
05.2013 - 04.2015
Event Coordinator
BNI
01.2012 - 12.2012
Insurance Agent
American Family Insurance
10.2006 - 05.2013
Property/Casualty, Life/ Health
Arizona Department of Insurance
Similar Profiles
Marci BaylesMarci Bayles
Commercial Lines Senior Account Manager at Lebaron & Carroll InsuranceCommercial Lines Senior Account Manager at Lebaron & Carroll Insurance
Davina ParraDavina Parra
Risk Control Specialist at Trean Corp/ American Liberty InsuranceRisk Control Specialist at Trean Corp/ American Liberty Insurance
Sonia ScaggsSonia Scaggs
Account Manager at Carroll Insurance AgencyAccount Manager at Carroll Insurance Agency