Brandon Conwell
Self-employeed
Akron,OH
1
Language
1
Certification
4
years of professional experience
Analytical Accounting student with experience as a licensed Insurance Broker. Demonstrates expertise in financial risk assessment, client relationship management, and regulatory compliance, complemented by training in GAAP and financial analysis. Skilled in managing client accounts and reconciling policy premiums. Seeking an Accounting Internship to leverage analytical abilities and technical proficiency in Excel to enhance audit or tax team performance.
Work History
Life Insurance Broker
3 Months- Developed tailored life insurance solutions based on client assessments and risk analysis.
- Built strong client relationships to build trust and improve retention rates.
- Provided ongoing support and guidance to clients in navigating policy options and claims processes.
- Conducted comprehensive market research to identify competitive insurance products and trends.
- Mentored new brokers, sharing best practices for client engagement and sales techniques.
Warehouse Worker
3 Months- Operated forklift and pallet jack to efficiently transport materials within warehouse.
- Assisted in inventory management by accurately labeling and organizing stock.
- Collaborated with team members to streamline order fulfillment processes.
- Conducted regular safety checks on equipment to ensure compliance with regulations.
Recreation Specialist
2 Years 4 Months- Developed engaging recreational programs to enhance community participation and promote physical wellness.
- Coordinated events, ensuring smooth operations and positive experiences for all participants.
- Collaborated with local organizations to expand outreach and increase program visibility within the community.
- Implemented safety protocols to maintain a secure environment for all activities and programs.
Education
Bachelor of Science - Accounting
- Investment Club Member
- Provost TRN Schola Scholarship Recipient
Skills
Financial planning
Financial analysis
Client engagement
Insurance consulting
Client needs assessment
Relationship management
Social media marketing
Goal-oriented mindset
Resilience and persistence
Certification
- Life Insurance License - 6 months
Languages
English
Full Professional
Timeline
Life Insurance Broker
Self-employeed
05.2026 - CurrentRead More
Warehouse Worker
Fastenal
12.2025 - 03.2026Read More
Recreation Specialist
Lock 3
05.2022 - 09.2024Read More
University of Akron
Bachelor of Science from Accounting
Read More