Brenda Blake-Manley
Estero,FL
Summary
A Professional Insurance Agent Private Client Advisor with background of 20 plus years knowledge and boutique wealth management firms. Skilled in developing tailored strategies to meet diverse client needs, including portfolio presentations and risk management. Strong relationship-building capabilities, with clients and teammates . Proven ability to drive customer satisfaction while adhering to compliance rules and regulations.
Overview
19
19
years of professional experience
Work History
Sr. Personal Lines Private Client Advisor
Alliant Insurance Services Inc.
Estero, Florida Remote
06.2022 - Current
- Brown & Brown Insurance Fort Myers, Florida 2020 - 2022
- In office and fully remote, hybrid. Resposible for the overall servicing of over 800 to 1,000 cleints with annual premiums of $20k and up with primary residences in Florida, and full package policy's. Reviewed and discussed accounts with clients to ensure no gaps in coverage. Quoted and remarketed renewals. Following companies errors and ommisions guidelines,with over fourty plus carriers, Chubb, AIG, PURE, Berkley One, Vault, Orchid, Lloyds and various wholesales.
Sr. Personal Lines Client Advisor
The Insurance Center of Fort Myers
Fort Myers, Florida
01.2017 - 01.2020
- Developed new client leads through my networking connections. Produced and serviced middle market personal lines clientele and high-value clientele. Rounded out current accounts, rewrote existing clients to give best possible coverage. Developed client solutions and transacated daily with all insurance carriers.
Private Client Advisor & Producer
Lutgert Insurance (Gallagher)
Naples, FL
06.2014 - 06.2017
- Customized, sold, and serviced all personal lines insurance products to suit each individual customer's needs, both middle market and high net worth. Achieved monthly dales goals, cross selling goals, and lead others in a team when needed. ($40k-$50k month)
Personal Lines Producer & Client Service Advisor
Wells Fargo Insurance Services
Bonita Springs, Florida
06.2005 - 06.2014
- Marketed, sold and serviced personal lines of new business ($50k-$70k monthly) networking connections
- Brought in a large book of business, only high-end clienteele ($5,000 revenue monthly)
- Achieved Saled Goals consistently for years, recieved Cornerstone Agent status, and helped train others as well.
Education
Bachelor of Arts - Communications, Liberal Arts
University of North Dakota
Grand Forks, ND06-1994
Skills
- Providing professional client services with outstanding phone etiquette, emails and proposals
- Expert with all higher value insurance carriers and middle market carriers Following corporate guidelines and leading others in a team environment
- Account Management and Client Retention Strategies
- Rounding out currently clients while working a large book of business daily Remotely and as a team lead
- Consultative Sales with a highly positive attitude
- High Sales Goals on a continued basis
Accomplishments
- 220 Florida Insurance License in Property, Casualty, Accident, Life & Health. E161498 Knowledge of several state writing and closing business.
- Skills Proficient in EPIC, AMS 360, Applied TAM, MA, Outlook, Word, Excel, Zoom, & Teams.
Timeline
Sr. Personal Lines Private Client Advisor
Alliant Insurance Services Inc.
06.2022 - Current
Sr. Personal Lines Client Advisor
The Insurance Center of Fort Myers
01.2017 - 01.2020
Private Client Advisor & Producer
Lutgert Insurance (Gallagher)
06.2014 - 06.2017
Personal Lines Producer & Client Service Advisor
Wells Fargo Insurance Services
06.2005 - 06.2014
Bachelor of Arts - Communications, Liberal Arts
University of North Dakota
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