Brian Hayes
Huntley,IL
Summary
Seasoned Client Advisor and Assistant Vice President at Schol & Associates, Inc./Acrisure, adept in relationship management and new business development. Spearheaded software/IT conversions and crafted marketing campaigns, driving growth and diversification. Excelled in consultative selling, showcasing professionalism and strategic insight to expand client base and foster robust partnerships. Looking for the opportunity to relocate to Tennessee with my family and continue my professional career in the insurance industry.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Client Advisor
Acrisure
West Dundee, IL
10.2022 - Current
- Uncovered new business opportunities through personal meetings, phone call marketing, and client referrals.
- Utilized several agency management systems to track pipeline data, produce applications, market new and existing clients, and keep detailed log notes.
- Communicated with underwriters and company representatives to negotiate terms and coverage for new and renewal clients.
- Attended carrier meetings regularly to maintain my understanding of each carrier's products, services, and competitive advantages and to remain current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Presented new business and renewal quotes to clients. Advised customers on the best ways to minimize risks associated with their assets.
- Maintained a high level of service by being responsive, prompt, and accurate.
Owner/Assistant Vice President
Schol & Associates, Inc.
West Dundee, IL
09.2006 - 10.2022
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Created policies and procedures for improved workflow processes.
- Implemented multiple software conversions, desktop setup, and staff training.
- Planned and executed upgrades on existing systems in order to maintain optimal performance levels.
- Developed policies and procedures for the organization.
- Executed performance reviews to encourage improved productivity for team members.
- Created marketing campaigns to attract new customers.
- Provided direction and guidance to employees.
- Identified new opportunities for growth, expansion, and diversification.
Education
Bachelor of Arts - Marketing Management
Western Illinois University
Macomb, IL05-2002
Skills
- Relationship management
- Cross-selling techniques
- Consultative selling
- New business development
- Professionalism and etiquette
- Prospect qualification
Certification
- Acrisure Risk Resource Cerification
Affiliations
- Knights of Columbus - Golf Outing Chairman
- St. Mary Huntley - Finance Council
- Village of Huntley - Planning and Zoning Commission
Timeline
Client Advisor
Acrisure
10.2022 - Current
Owner/Assistant Vice President
Schol & Associates, Inc.
09.2006 - 10.2022
- Acrisure Risk Resource Cerification
Bachelor of Arts - Marketing Management
Western Illinois University
Similar Profiles
Julie BakerJulie Baker
Client Services Leader at AcrisureClient Services Leader at Acrisure
ELLIE LYONSELLIE LYONS
Customer Care Specialist at AcrisureCustomer Care Specialist at Acrisure
Lisa SloneLisa Slone
Indiana/Cincinnati Area Territory Manager at AcrisureIndiana/Cincinnati Area Territory Manager at Acrisure