Summary
Overview
Work History
Education
Skills
Accomplishments
References
Activities
Timeline
Generic

Brandon Harris

Olathe,KS

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

10
10
years of professional experience

Work History

Insurance Agent

Policygenius
Olathe, KS-Remote
06.2024 - 11.2024
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.

Insurance Agent

AccuQuote
Chicago, IL-Remote
09.2023 - 06.2024
  • Educated customers on the importance of maintaining adequate insurance coverage
  • Responded to customer inquiries and problems to promote great service
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans
  • Analyzed customer needs and provided best options, upselling products and services
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs
  • Assessed customer risk levels and recommended appropriate coverage options.

Insurance Agent

Ethos Technologies
San Francisco, CA- Remote
01.2023 - 09.2023
  • Educated customers on the importance of maintaining adequate insurance coverage
  • Provided customers with information regarding plan features, pricing, and availability
  • Analyzed customer needs and provided best options, upselling products and services
  • Researched insurance plans to find good options for clients' needs
  • Assessed customer risk levels and recommended appropriate coverage options
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs

Insurance Agent

SelectQuote
Overland Park, KS
07.2014 - 01.2023
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans
  • Provided customers with information regarding plan features, pricing, and availability
  • Analyzed customer needs and provided best options, upselling products and services
  • Researched insurance plans to find good options for clients' needs
  • Assessed customer risk levels and recommended appropriate coverage options
  • Explained complex technical terms related to insurance plans in simple language for easy understanding
  • Explained coverage options to potential policyholders, answering questions or concerns

Insurance Agent

Sproutt Insurance
Kansas City, MO
03.2020 - 03.2021
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures
  • Responded to customer inquiries and problems to promote great service
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans
  • Provided customers with information regarding plan features, pricing, and availability
  • Assessed customer risk levels and recommended appropriate coverage options
  • Received underwriting approvals after accurately completing applications for insurance coverage

Education

Emergency Medical Technology -

Johnson County Community College
Overland Park, KS
01.2012

High School Diploma -

Middletown High School
Middletown, OH
05.1999

Skills

  • Customer Service
  • Leads Prospecting
  • Lead Development
  • Customer Follow-Up
  • CRM Software
  • Account Management
  • New Client Acquisition
  • Life Insurance
  • Upselling
  • Policy Writing
  • Insurance Sales Strategy
  • Policy Knowledge

Accomplishments

  • Received multiple top producing agent awards
  • Promoted to role of Team Lead in 2017 for sales performance and leadership

References

Available upon request.

Activities

  • Class teacher at my local church
  • Member of the Media Team at my local church
  • Online content creator for outdoor product reviews

Timeline

Insurance Agent

Policygenius
06.2024 - 11.2024

Insurance Agent

AccuQuote
09.2023 - 06.2024

Insurance Agent

Ethos Technologies
01.2023 - 09.2023

Insurance Agent

Sproutt Insurance
03.2020 - 03.2021

Insurance Agent

SelectQuote
07.2014 - 01.2023

Emergency Medical Technology -

Johnson County Community College

High School Diploma -

Middletown High School
Brandon Harris