Brandon Draht
Tampa
Summary
Dynamic professional with a proven track record at Brown & Brown Insurance, excelling in insurance underwriting and client relations. Skilled in securing competitive quotes and enhancing portfolio performance through effective communication and strategic account management. Committed to delivering exceptional customer experiences while adhering to deadlines and achieving organizational goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Brown & Brown Insurance
10.2022 - 05.2025
- Secured quotes from multiple carriers to ensure competitive product offerings.
- Analyzed customer needs based on business operations and exposure risks.
- Directed marketing strategies for renewal accounts amid shifts in Property and Auto markets.
- Managed incoming new business calls and facilitated account onboarding.
Underwriter
United Property & Casualty Insurance
08.2020 - 10.2022
- Collected, reviewed, and analyzed applicant records to assess coverage eligibility.
- Managed incoming calls and inquiries on binding, endorsement, and reinstatement requests.
- Cultivated and sustained relationships with appointed agents and insured clients.
- Approved or declined new business risks to enhance overall portfolio performance.
TA Client Representative
Franklin Templeton Investments
11.2017 - 03.2020
- Addressed inquiries from existing shareholders, providing immediate and effective solutions.
- Processed various monetary transactions for financial advisors and clients efficiently.
- Educated new shareholders on fundamental aspects of mutual investments.
- Ensured exceptional customer experiences while achieving company and industry objectives.
Education
Bachelor of Arts - Management
University of South Florida
Tampa, FL12.2016
Skills
- Communication skills
- Insurance underwriting
- CRM proficiency
- Time management
- Deadline adherence
- Account management
- Client relations
Accomplishments
- Awarded 'I am customer service' honor for performance results and quality service at Franklin Templeton.
- Chosen to lead callback campaign for a newly developed program for incoming condo unit applications for insurance.
Certification
- General Agents 2-20 License
References
References available upon request.
Timeline
Customer Service Representative
Brown & Brown Insurance
10.2022 - 05.2025
Underwriter
United Property & Casualty Insurance
08.2020 - 10.2022
TA Client Representative
Franklin Templeton Investments
11.2017 - 03.2020
Bachelor of Arts - Management
University of South Florida
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