Summary
Overview
Work History
Education
Skills
Certification
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Timeline
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Brandi Roberts

Brandi Roberts

Pelham,AL

Summary

To secure a challenging position with a reputable insurance company where I can make an immediate contribution by utilizing my strong interpersonal, marketing and sales experience. Over 10 years of personal and commercial insurance experience that allows myself to improve job performance in order to increase company profits. Very perceptive and keen on understanding the insurance needs of clients and delivering outstanding customer service. Continuously developing long-lasting relationships with clients, underwriters, and other professional industries. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

12
12
years of professional experience
1
1
Certification

Work History

INSURANCE AGENT

NESBITT & ASSOCIATES, INC
09.2015 - Current
  • Specialize in garage insurance placing emphasis on driving new business growth
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Negotiated favorable terms on behalf of clients by leveraging industry knowledge during interactions with carriers.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating commitment to exceptional service.
  • Researched and identified potential new markets.

CSR/ACCOUNT MANAGER

CLARK'S INSURANCE CENTER OF TALLADEGA
01.2012 - 08.2015
  • Underwrote, rated, and provided personal lines quotes
  • Improved customer retention rates with exceptional product knowledge and personalized service recommendations.
  • Managed high call volumes, maintaining professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
  • Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
  • Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
  • Maintained up-to-date knowledge on industry trends and competitor offerings, leveraging this insight when assisting customers in making informed decisions.
  • Responded to customer requests for products, services, and company information.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded proactively and positively to rapid change.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Education

Bachelor of Science - Criminal Justice

Jacksonville State University
Jacksonville, AL

Skills

  • Leads Prospecting
  • Regulatory Compliance
  • Upselling
  • Business Planning
  • Revenue Generation
  • Multitasking
  • Problem-solving abilities
  • Regulatory Requirements
  • Customer Service
  • Policy Knowledge
  • Quotes and sales
  • New Client Acquisition

Certification

  • Property & Casualty Insurance License - 2016

Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

INSURANCE AGENT

NESBITT & ASSOCIATES, INC
09.2015 - Current

CSR/ACCOUNT MANAGER

CLARK'S INSURANCE CENTER OF TALLADEGA
01.2012 - 08.2015

Bachelor of Science - Criminal Justice

Jacksonville State University

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