Brandi Gladson
Bedford,United States
Summary
Dynamic insurance professional with a proven track record, excelling in insurance account management. Adept at processing policy renewals and creating customized reports. Strong communication skills are used to foster client relationships. Committed to continuous learning and delivering exceptional service.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Large Commercial CSA
WalkerHughes Insurance
Indianapolis, IN
06.2024 - Current
- Work with Sr. Insurance Agent on a book of business with over $5 million policy premium.
- Process policy renewals, cancellations, and endorsements in a timely manner.
- Perform quality control checks on all documents prior to submitting them for approval.
- Create customized reports detailing the client's overall risk profile and key exposures.
- Develop relationships with new clients by providing comprehensive insurance packages.
- Review existing policies for accuracy and compliance.
- Provided prompt responses to customer inquiries regarding policy changes.
- Attend continuing education courses to stay abreast of changing regulations.
- Explain coverage options to potential policyholders, answering questions or concerns.
- Achieve repeat business and referrals through personalized services.
- Contact underwriters, and submit forms to obtain binder coverage.
- Interview prospective clients to obtain data about financial resources and needs.
- Prepare proposals for prospective clients.
- Remarket complex, large commercial insurance coverages when necessary.
- Maintain accurate records of all transactions related to insurance policies.
- Conduct periodic audits of policy documents to ensure accuracy of information maintained.
Owner
Gladson Construction and Consulting LLC
01.2022 - Current
- With my husband's sought after construction expertise and my bookkeeping experience, we opened Gladson Construction and Consulting LLC.
Commercial Service Agent
German American Insurance
Bedford, IN
07.2022 - 05.2024
- Conducted thorough reviews of customer accounts to identify discrepancies and resolve issues promptly.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Achieved repeat business and referrals through personalized services.
Executive Assistant
Indiana University Foundation
10.2001 - 07.2022
- Implemented document repository system for approximately 220 investment funds, enhancing accessibility.
- Maintained document repository, processing over 3,000 documents annually for efficient retrieval.
- Managed complex calendars to optimize scheduling of meetings and appointments.
- Prepared and edited reports, documents, and presentations for executive review and approval.
- Tracked and reconciled expenses to ensure accuracy in financial reporting and budget compliance.
- Coordinated operations for $3+ billion endowment portfolio alongside Co-Chief Investment Officers.
- Organized meetings by setting agendas and documenting minutes for future reference.
- Handled sensitive information with discretion, ensuring integrity in all interactions.
Strategic Buyer
Ferguson Enterprises
06.1999 - 06.2001
- Purchased various tools, equipment, and supplies as needed.
- Sourced items through various vendors to obtain the best purchase price. Set up accounts directly with manufacturers whenever possible to eliminate the distributor's markup.
- Negotiated purchase discounts with distributors and manufacturers.
- Created a rewards program for all Buyers at the branch. The program tracked the purchase discounts obtained by the buyers and rewarded them on a semi-annual and annual basis.
- Purchased stock items for replenishment system by analyzing lead time, monthly usage and cost; resulted in maintaining a fill rate of 90% or higher.
- Assisted Branch Manager with accounting discrepancies.
- Promoted to Management Trainee after one year of employment.
Collections Specialist
02.1998 - 04.1999
- Contacted delinquent accounts for high-risk auto finance company and negotiated payment arrangements.
- Utilized ProComm software to manage 100-200 customer contacts daily.
- Developed forms for collection agents to document deferments and payment adjustments.
- Deferred payments while collecting payments to bring accounts current.
- Exercised authority to modify due dates based on customer needs.
- Processed requests for automobile repossession when negotiations failed.
- Trained newly hired employees to ensure effective onboarding.
- Recognized for positive attitude and quick learning in performance evaluation.
Education
High School Diploma -
Bedford North Lawrence High School
Bedford, IN01.1996
Some College (No Degree) - General Studies
Ivy Tech Community College
Bloomington, INSome College (No Degree) - General Studies
Oakland City College
Bedford, INSkills
- Microsoft Office
- Customer service
- Management
- Microsoft Excel
- Event planning
- Leadership
- Microsoft Word
- PowerPoint
- Research
- Account management
- Policy renewal
- Document processing
- Effective communication
- Attention to detail
- Assertiveness
- Account management
- Tactful and diplomatic
- Reliability
Honors And Awards
Dean's List, Ivy Tech Community College - Bloomington, 12/21
Certification
Licensed - Resident Producer Individual Property and Casualty
Timeline
Large Commercial CSA
WalkerHughes Insurance
06.2024 - Current
Commercial Service Agent
German American Insurance
07.2022 - 05.2024
Owner
Gladson Construction and Consulting LLC
01.2022 - Current
Executive Assistant
Indiana University Foundation
10.2001 - 07.2022
Strategic Buyer
Ferguson Enterprises
06.1999 - 06.2001
Collections Specialist
02.1998 - 04.1999
High School Diploma -
Bedford North Lawrence High School
Some College (No Degree) - General Studies
Ivy Tech Community College
Some College (No Degree) - General Studies
Oakland City College