Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brian Carl

Rome

Summary

Airforce Veteran Licensed insurance professional with active Property & Casualty and Life & Health licenses and experience across insurance sales, claims handling, underwriting support, and customer service. Proven ability to assist policyholders, explain complex coverage options, and build long-term client relationships. Experienced in life insurance and disability insurance sales, policy servicing, and claims investigation within regulated insurance environments.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Manager

State Farm
01.2024 - Current
  • Assist clients with auto, home, renters, life, and disability insurance coverage inquiries
  • Sell and service life insurance, short-term disability, and long-term disability policies
  • Process policy endorsements, renewals, cancellations, and coverage updates
  • Explain coverage options, policy benefits, and billing details clearly to clients
  • Support underwriting by gathering documentation and ensuring regulatory compliance
  • Maintain strong client relationships to support policy retention and cross-selling opportunities

Sales Representative

AT&T
01.2023 - 01.2024
  • Delivered consultative sales experiences by identifying customer needs and recommending solutions
  • Met performance metrics including device upgrades, service plans, and protection plans
  • Provided professional product demonstrations and technical assistance to customers

Claims Adjuster

Utica National Insurance Group
04.2022 - 01.2023
  • Investigated insurance claims by gathering statements, documentation, and loss details
  • Reviewed coverage and prepared claims reports and settlement recommendations
  • Communicated claim decisions and next steps clearly to policyholders
  • Coordinated with internal departments to ensure accurate and timely claim resolution

Sales Representative

Verizon
09.2017 - 04.2022
  • Assisted customers in selecting wireless plans, devices, and accessories
  • Maintained high customer satisfaction through strong service and support
  • Consistently achieved individual and team sales goals

Education

Associate of Applied Science - Business Administration

Mohawk Valley Community College
Utica, NY
01.2020

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Customer satisfaction

Certification

  • Property & Casualty Insurance License
  • Life & Health Insurance License

Timeline

Account Manager

State Farm
01.2024 - Current

Sales Representative

AT&T
01.2023 - 01.2024

Claims Adjuster

Utica National Insurance Group
04.2022 - 01.2023

Sales Representative

Verizon
09.2017 - 04.2022

Associate of Applied Science - Business Administration

Mohawk Valley Community College