Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
Generic

Brandon Bogue

Livermore,CA

Summary

Account Manager with a strong track record in sales and business development across the insurance and finance sectors. Demonstrated ability to drive sales growth and build lasting client relationships. Recognized for strategic thinking and innovative approaches that enhance financial performance and client satisfaction.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Account Manager - Personal Lines

PIA Select Insurance
Roseville, CA
01.2020 - Current
  • Oversaw a book of 4,200 orphan clients, focusing on relationship building and business retention.
  • Developed strategies to optimize cross-selling opportunities, successfully acquiring new personal lines and life insurance business.
  • Led marketing campaigns aimed at enhancing client retention and engagement.
  • Conducted audits of PIA Select's CRM system to ensure compliance with P.I.A standards.
  • Strengthened sales performance within the orphan client segment.

Account Manger-Life Insurance Specialist

PIA Select LLC
San Ramon, CA
01.2022 - 12.2024
  • Supervised a team of nine agents responsible for life insurance submissions and sales.
  • Led joint life insurance sales appointments and supported team in executing sales strategies.
  • Conducted sales training sessions to enhance agents' performance.
  • Contributed to the growth of life insurance accounts and sales for PIA Select.
  • Managed the submission of new life insurance business for my team.

Financial Representative/Client Relationship Manager

Westpac Wealth Partners
San Ramon, CA
02.2020 - 04.2025
  • Engineered strong client relationships by providing personalized financial consultation, leading to a thriving client base of over 500 high-net-worth individuals.
  • Crafted and executed detailed financial plans, covering retirement, estate, and trust planning, with exemplary service delivery.
  • Achieved consistent top awards for outstanding performance as an insurance sales representative.
  • Facilitated cross-functional partnerships with law offices and tax advisers, enhancing service offerings.
  • Pioneered weekly client asset management meetings, improving transparency and financial tracking mechanisms.

Financial Adviser

Penn Mutual Levy Agency
Redwood City, CA
07.2016 - 07.2025
  • Captured new sales opportunities and expanded client base through strategic cold calling and industry networking.
  • Enhanced agency growth through active participation in talent acquisition and recruitment, building a high-performance team.
  • Conducted frequent joint sales appointments, deploying advanced sales techniques and securing major accounts.
  • Boosted company visibility and client engagement by orchestrating community events and strategic sponsorships.

Client Service Specialist/Senior Account Executive

Igniter Marketing
San Leandro, CA
07.2014 - 07.2025
  • Focused on cold calling, appointment setting, and sales: Exceeded sales targets in a telemarketing environment with a results-driven approach.
  • Promoted to Senior Account Executive, leading the onboarding and training of new sales representatives.
  • Employed a head-hunter mentality to secure new business through strategic cold calling.
  • Managed multiple client appointments daily, enhancing the sales pipeline and driving significant growth.

Education

Kaplan University
01.2022

Unitek College
12.2005

Mission College
12.2005

Skills

  • Business development and sales
  • Client account management
  • Strategic planning
  • Team collaboration
  • Effective communication
  • Audit oversight
  • Negotiation strategies
  • Client relationship management

Certification

  • Property & Casualty License, 0L16313
  • Life & Health License, 0L16313

Awards

  • Silver Pacesetter Award- 03/2017
  • Presidents Club- 10/2018
  • Diamond Award- 05/2020
  • Breakout Advisor Award- 12/2021

Timeline

Account Manger-Life Insurance Specialist

PIA Select LLC
01.2022 - 12.2024

Financial Representative/Client Relationship Manager

Westpac Wealth Partners
02.2020 - 04.2025

Account Manager - Personal Lines

PIA Select Insurance
01.2020 - Current

Financial Adviser

Penn Mutual Levy Agency
07.2016 - 07.2025

Client Service Specialist/Senior Account Executive

Igniter Marketing
07.2014 - 07.2025

Kaplan University

Unitek College

Mission College

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