Brandon Metz
Lebanon,OH
Summary
B2B sales and strategic partnerships leader with extensive expertise in carrier acquisition and business development. Proven track record in navigating complex appointment processes and building strong relationships with insurance partners. Adept at driving new market opportunities and managing long-cycle sales pipelines while fostering collaboration across teams.
Overview
7
7
years of professional experience
Work History
SENIOR CARRIER RELATIONS SPECIALIST
NSURE.COM
07.2021 - Current
- Own the business-development process for prospective carrier relationships, including market research, target identification, outreach, qualification, discovery, appointment submissions, follow-up, due diligence, and launch coordination.
- Lead business-development efforts focused on securing new carrier appointments, expanding the agencies' product portfolio, and growing revenue-producing relationships with national and regional insurance partners.
- Prospect insurance carriers, MGAs, aggregators, and market-access providers to identify partnership opportunities aligned with the agencies' geographic footprint, customer demand, and growth strategy.
- Develop new business opportunities through targeted outreach, industry conferences, referrals, professional networking, and consistent follow-up with carrier decision-makers.
- Present the agencies' value proposition to prospective partners, communicating its AI-driven distribution model, digital capabilities, geographic reach, growth strategy, customer base, and production potential.
- Conducted discovery meetings with carrier executives and distribution teams to clarify appetite, appointment requirements, growth priorities, and partnership expectations.
- Qualify prospective partners based on product appetite, state availability, pricing competitiveness, underwriting requirements, technology capabilities, commercial terms, and long-term value to the agency.
- Build business cases for new appointments by connecting carrier capabilities with internal market gaps, customer demand, lost-business trends, and sales-team needs.
- Prepare and coordinate appointment questionnaires, business plans, production estimates, and operational documentation to meet due-diligence requirements.
- Navigate lengthy B2B sales cycles involving multiple decision-makers, extensive documentation, contractual review, technical requirements, and competing organizational priorities.
- Address carrier questions and appointment objections involving expected production, geographic concentration, business mix, distribution strategy, technology, servicing capabilities, and existing market relationships.
- Maintain an active pipeline of prospective partners, tracking contacts, opportunity stages, and follow-up commitments to ensure timely engagement.
- Evaluate direct appointments alongside MGA, aggregator, and market-access opportunities to identify the strongest path for expanding the agencies' capabilities.
- Review proposed agreements and partnership structures for commission terms, production requirements, book ownership, termination provisions, operational responsibilities, and other commercial considerations.
- Coordinate with leadership, legal, compliance, product, sales, service, and operations teams to resolve obstacles and advance qualified opportunities toward appointment and implementation.
- Grow existing carrier relationships through performance discussions, account support, operational problem-solving, and conversations about additional products, territories, and market opportunities.
- Lead strategic carrier meetings covering production, underwriting appetite, quoting friction, operational performance, sales opportunities, market changes, and future growth initiatives.
- Partner with sales teams to identify coverage gaps, difficult-to-place risks, competitive weaknesses, and lost-business patterns that can guide carrier acquisition priorities.
- Develop carrier appetite guides, eligibility summaries, market updates, quoting instructions, internal scripts, and sales resources that help producers identify viable markets and position products accurately.
- B2B Business Development & Strategic Partnerships | Current Role
ESCALATIONS MANAGER
NSURE.COM
07.2021 - Current
- Owned complex customer, regulatory, legal, and executive-level escalations with an emphasis on preserving relationships, reducing business risk, and reaching effective resolutions.
- Managed high-priority matters involving dissatisfied customers, state insurance department complaints, BBB complaints, legal complaints, subpoenas, policy disputes, and potential account-loss situations to ensure timely resolutions and maintain customer trust.
- Coordinated across sales, service, compliance, carrier, legal, and operations teams to resolve issues efficiently and protect customer relationships.
- Used consultative communication, active listening, negotiation, and problem-solving to understand customer concerns, rebuild trust, overcome resistance, and reach appropriate resolutions.
- Reviewed customer histories, recorded communications, signed disclosures, system notes, policy records, and carrier documentation to develop accurate resolution strategies.
- Identified recurring customer objections, complaint patterns, and breakdowns in sales or service journey, recommending targeted improvements to leadership that enhanced customer experience.
- Drafted persuasive, professional responses for regulatory agencies, BBB complaints, legal inquiries, carrier partners, and customers.
- Managed competing priorities and sensitive deadlines while maintaining clear communication with internal and external stakeholders.
- Strengthened escalation standards, documentation practices, and internal handoffs, improving consistency and enhancing customer retention.
CUSTOMER SERVICE MANAGER
NSURE.COM
07.2021 - Current
- Managed and developed a team of customer service representatives supporting policyholders with billing, endorsements, documentation, carrier questions, and account needs.
- Led frontline customer service operations while coaching representatives on communication, relationship management, customer ownership, and effective issue resolution.
- Coached team members on customer engagement, needs discovery, objection handling, de-escalation, documentation, and relationship-focused communication.
- Reinforced service practices to build customer confidence and strengthen long-term relationships.
- Established workflows and performance expectations that enhanced responsiveness and consistency in customer follow-through.
- Monitored customer concerns and collaborated with sales and operations teams to streamline the customer journey.
- Partnered with sales teams and carrier representatives to resolve customer issues and support a smooth transition from policy sale to ongoing account management.
- Supported employee onboarding, training, quality review, performance coaching, and day-to-day team execution.
CUSTOMER SERVICE REPRESENTATIVE
NSURE.COM
07.2021 - Current
- Delivered professional customer support via phone, email, and digital channels, ensuring high-quality service and customer satisfaction.
- Assisted customers with billing, policy servicing, endorsements, documentation, and general account support to ensure accurate and timely resolution of inquiries.
- Built rapport with customers, identified the underlying need behind each request, and communicated clear solutions.
- Coordinated with carriers and internal departments to resolve customer requests, enhancing accuracy and efficiency in service delivery.
- Maintained detailed CRM records of customer interactions, policy activity, outstanding needs, and resolution steps.
- Developed strong knowledge of personal-lines insurance products, carrier requirements, policy servicing, and digital agency workflows.
- Supported policyholders and internal teams in a high-volume digital insurance environment.
Insurance Agent
Shelter Insurance
04.2021 - 07.2021
- Supported personal-lines sales, customer relationship management, and agency operations throughout the insurance purchasing and servicing journey.
- Assisted prospective and existing clients with insurance needs, coverage questions, billing inquiries, documentation, and carrier communications.
- Supported quoting, needs discovery, application intake, policy changes, and follow-up from initial inquiry through policy placement.
- Explained insurance options, pricing considerations, and carrier requirements in clear, customer-friendly language.
- Maintained consistent prospect and customer follow-up to keep applications moving and ensure outstanding requirements were completed.
- Coordinated with carriers and internal team members to resolve obstacles affecting quotes, applications, and customer decisions.
- Developed experience in consultative insurance sales, underwriting requirements, customer discovery, and relationship management.
- Maintained detailed records of customer conversations, sales activity, outstanding requests, and next steps.
Insurance Agent
TRUSTY INSURANCE
01.2021 - 03.2021
- Quoted and presented insurance solutions to prospective and existing clients based on their needs, risks, and priorities.
- Advised clients and prospects on personal insurance products, enhancing consultative selling and account development skills.
- Conducted customer discovery to assess coverage needs and recommend tailored insurance options.
- Explained coverage, pricing, deductibles, eligibility requirements, and product differences in clear, customer-friendly language.
- Built relationships with prospects through responsive communication, disciplined follow-up, and needs-based recommendations.
- Guided clients through application and policy-binding process, addressing questions and objections to ensure clarity and satisfaction.
- Developed knowledge of prospect management, underwriting, risk evaluation, policy placement, and customer retention.
Store Manager
FOOT LOCKER INC.
09.2019 - 09.2020
- Managed inventory, merchandising, store presentation, scheduling, and daily operations to ensure store efficiency.
- Led retail sales, customer experience, team execution, merchandising, and daily store operations in a performance-driven environment.
- Monitored sales performance to maintain team focus on conversion, customer experience, and individual accountability.
- Coached associates on customer engagement, product recommendations, add-on selling, and closing techniques to support store sales goals.
- Coached associates on product knowledge, objection handling, customer communication, and sales standards.
- Led by example on the sales floor, building rapport with customers and matching products to their needs and preferences.
- Contributed to a competitive, customer-focused team culture centered on service, accountability, and sales performance.
Skills
- B2B sales and business development
- Strategic partnerships and carrier acquisition
- New market development
- Consultative selling and prospecting
- Lead qualification and pipeline management
- Discovery meetings/executive presentations
- Value proposition development
- Objection handling and account management
- Partner retention and growth
- Contract evaluation and market research
- Competitive analysis
- Client success and escalation management
- Team coaching and CRM reporting
- Insurance distribution strategies
- AI-driven insurance operations
- Business development
- Partnership evaluation
- Partner qualification
- Market research
Personal Information
Title: B2B SALES & STRATEGIC PARTNERSHIPS LEADER
Timeline
SENIOR CARRIER RELATIONS SPECIALIST
NSURE.COM
07.2021 - Current
ESCALATIONS MANAGER
NSURE.COM
07.2021 - Current
CUSTOMER SERVICE MANAGER
NSURE.COM
07.2021 - Current
CUSTOMER SERVICE REPRESENTATIVE
NSURE.COM
07.2021 - Current
Insurance Agent
Shelter Insurance
04.2021 - 07.2021
Insurance Agent
TRUSTY INSURANCE
01.2021 - 03.2021
Store Manager
FOOT LOCKER INC.
09.2019 - 09.2020