Brett Swonke
Houston,TX
Summary
Performance-driven sales professional with stellar record of accomplishment in connecting with diverse customer bases and driving remarkable sales results. Proactive, well-organized sales leader successful at meeting and exceeding targets with strategic approaches. Skilled lead generator, product demonstrator and problem-solver.
Overview
10
10
years of professional experience
Work History
Personal Risk Specialist
USI Insurance Services LLC
Houston, TX
08.2022 - Current
- Presented and implemented solutions for complex coverage issues pertaining to a high-net-worth client base.
- Drove new business revenue through networking and referral-based lead generation.
- Strategized solutions for clientele with portfolios in excess of $25M TIV.
- Fostered growth relationships with COI contacts, including wealth advisors, financial planners, loan officers, and estate planning attorneys.
Account Executive
Goosehead Insurance
Houston, TX
11.2020 - 08.2022
- Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
- Oversaw hundreds of accounts to meet and exceed performance goals.
- Networked with top performing real estate professionals to generate consistent maximize lead flow.
- Trained and managed the success of 8 new hire agents in critical months of growth.
Sales Representative
BOS Environmental Solutions
Houston, TX
01.2020 - 05.2020
- Fostered relationships with customers to expand customer base and enhance loyalty and retention.
- Conducted site visits to assess needs, demonstrate products and recommend strategic solutions for customer requirements.
- Executed 100+ daily cold calls to top level executives to increase client base.
- Acted as customer liaison between sales management and corporate accounts.
Appraisal Assistant
Fleury & Associates Inc
Spring, TX
05.2019 - 01.2020
- Scrutinize properties, both new and existing and maintained records of distinguishing traits for each
- Independently Appraise specified number of properties per week despite changing workloads and production goals
- Measure and analyze properties as part of real estate transactions or legal proceedings
- Input information from onsite service visits into the company's Total data entry system
Intern
Votec Hydraulic Services
Houston, TX
05.2015 - 08.2015
- Assistant to master hydraulic specialist
- Aid senior leadership during executive decision-making process by increasing productivity
- Optimize project completion time by multitasking duties using heavy equipment
- Maintain and prepare hydraulic components used in the oil and natural gas industry
Education
Bachelor of Science - Business Entrepreneurship
Louisiana State University
Baton Rouge, LASkills
- Outstanding communication skills
- Lead Generation
- Client relationships
- Data collection
- Client Retention
- B2B and B2C sales
- Account Management
- Project Management
Campus Involvement
Member of Phi Kappa Psi Fraternity
Social Chairman
- Effective leadership of committee involving 12 team members
- Elected position over two consecutive terms
- Successfully manage and allocated budget in excess of $100,000
College of Engineering Student Government
- Organize and engage in team building events
- Participate in career building activities
References
References available upon request.
Timeline
Personal Risk Specialist
USI Insurance Services LLC
08.2022 - Current
Account Executive
Goosehead Insurance
11.2020 - 08.2022
Sales Representative
BOS Environmental Solutions
01.2020 - 05.2020
Appraisal Assistant
Fleury & Associates Inc
05.2019 - 01.2020
Intern
Votec Hydraulic Services
05.2015 - 08.2015
Bachelor of Science - Business Entrepreneurship
Louisiana State University
Similar Profiles
Leticia OrtizLeticia Ortiz
Professional Liability Account Manager at USI Insurance Services, LLCProfessional Liability Account Manager at USI Insurance Services, LLC
John TymoskoJohn Tymosko
Commercial Lines Sr. Assount Represenative at USI Insurance Services LLCCommercial Lines Sr. Assount Represenative at USI Insurance Services LLC
Adam YanikAdam Yanik
Senior Account Representative at USI Insurance Services LLCSenior Account Representative at USI Insurance Services LLC