Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brandon Green

Senior Sales Insurance Advisor
Columbus,OH

Summary

Brandon is a tenured sales professional with 15+ years of experience spanning various industries such as retail, banking, mortgage, hospitality, & insurance. He is a proven leader that has received many awards for his outstanding performance in a multitude variety of sales metrics & leadership.

Overview

6
6
years of professional experience
2
2
Certifications

Work History

Senior Insurance Agent/Advisor

Allstate
08.2024 - Current
  • Advise clients on the best insurance options in the marketplace.
  • Staying up to date on market trends and carrier products.
  • Take inbound and outbound calls to prospective clients, generate interest, and sell insurance.
  • Actively participate in team activities, training sessions, and brainstorming sessions.
  • Create a five-star customer service, resulting in a world-class customer satisfaction score.
  • Conduct detailed follow-ups via email and phone.
  • Attain sales goals while providing clients with quality.
  • Assist clients with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customers with the DocuSign process, and reviewing the settlement sheet for accuracy.
  • Maintains knowledge of new guidelines and procedures by reading all emails.
  • Train junior agents on industry best practices to improve overall team performance and productivity.
  • Manage a diverse portfolio of clients, consistently meeting or exceeding sales targets (consistent 80-100+ items per month producer), ranking among the top 1% of producers in the country.

Licensed insurance agent

Matic
07.2023 - 08.2024
  • Advise clients on the best insurance options in the marketplace.
  • Quote through over 40 carriers to secure the best insurance solutions for various personal lines assets that our clients may have.
  • Staying up to date on market trends and carrier products.
  • Take inbound and outbound calls to prospective clients, generate interest, and sell insurance.
  • Actively participate in team activities, training sessions, and brainstorming sessions.
  • Create a five-star customer service experience, resulting in a world-class customer satisfaction score.
  • Conduct detailed follow-ups via email and phone.
  • Attain sales goals while providing clients with quality.
  • Assist clients with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customers with the DocuSign process, and reviewing the settlement sheet for accuracy.
  • Maintains knowledge of new guidelines and procedures by reading all emails.

Client Relationship Consultant

U.S. Bank
11.2020 - 07.2023
  • Responsible for training the banking staff to do their jobs effectively, consisting of hosting daily morning and evening huddles, discussing successes, areas of improvement, and setting daily and weekly goals and expectations.
  • Have regular one-on-one sit-downs with the staff to recap their day, week, month, and year, discussing their successes, areas for improvement (myself included), short- and long-term goals, and working together on a plan to achieve them.
  • Maintain individual goals in various sales and digital products.
  • Responsible for managing and running the branch smoothly and effectively.
  • Make effective training guides for all bankers across the region to give pointers on how they can be successful, consisting of videos about various job duties, along with physical how-to guides.
  • Responsible for doing regular cash and system audits for each banker at random selection to make sure everyone is upholding the company's values, trust, and integrity, as well as keeping our clients' information as safely as possible.
  • Responsible for educating our clients on financial literacy, and guiding them in the best direction to achieve financial success.

Personal Banker

Fifth Third Bank
12.2019 - 11.2020
  • Orchestrated alongside my clients in finding the best solutions to their financial needs and goals.
  • Pursue leads and potential customers to expand the services and products offered.
  • Aid my clients in opening, managing, and optimizing their bank accounts and other products.
  • Provide advisory services for clients regarding available financial services, and refer clients to financial specialists in the event of specialized needs.
  • Resolve issues regarding customer accounts, and perform other administrative duties, such as data entry into in-house software.

Education

Associate of Arts -

Hocking College
Nelsonville, OH
05.2001 -

Skills

Effective time management

Strategic planning

Conflict resolution techniques

Strong salesmanship

Marketing strategy development

Data analysis capabilities

Regulatory compliance awareness

Claims handling proficiency

Expert risk assessment

Team leadership experience

Policy customization expertise

Customer follow-up

Customer service

Operations management

Policy renewals

Cold calling

Quotes and sales

Negotiation

Client retention

Revenue generation

Licensed insurance agent

banking

mortgage loan originating

Certification

Personal Lines Insurance License (NPN 21140993)

Timeline

Senior Insurance Agent/Advisor

Allstate
08.2024 - Current

Licensed insurance agent

Matic
07.2023 - 08.2024

Client Relationship Consultant

U.S. Bank
11.2020 - 07.2023

Personal Banker

Fifth Third Bank
12.2019 - 11.2020

Associate of Arts -

Hocking College
05.2001 -

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Brandon GreenSenior Sales Insurance Advisor