Summary
Overview
Work History
Education
Skills
Timeline
Generic
Brian Kobel

Brian Kobel

ORLAND PARK,IL

Summary

Dynamic leader and former Insurance Agency Owner at AMFAM, I excel in strategic planning, sales and relationship building, driving financial and policy growth and enhancing client satisfaction. Leveraged expertise in policy analysis and exceptional communication skills to expand operations and foster strong client relationships, achieving notable revenue increases. Proven track record in staff development and operational efficiency.


Overview

28
28
years of professional experience

Work History

Insurance Agency Owner

AMFAM
09.1996 - Current
  • Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
  • Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
  • Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
  • Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
  • Streamlined internal processes for greater efficiency, improving overall agency performance and profitability.
  • Led efforts to maintain a positive work environment that fostered employee engagement, collaboration, and job satisfaction.
  • Enhanced team productivity by implementing efficient workflows, training programs, and performance management systems.
  • Mitigated risk exposure for clients by thoroughly assessing their individual circumstances and recommending appropriate coverage levels.
  • Expanded agency operations by identifying new market opportunities and implementing strategic growth initiatives.
  • Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
  • Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
  • Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
  • Collaborated with underwriters in creating customized insurance packages suited to the specific requirements of both individual and corporate clientele.
  • Continuously updated industry knowledge through ongoing professional development activities, staying current on relevant trends and best practices.
  • Trained and motivated employees to perform daily business functions.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Interacted well with customers to build connections and nurture relationships.
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
  • Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
  • Generated revenues yearly and effectively capitalized on industry growth.
  • Enhanced company's market position by identifying and pursuing new business opportunities.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Excellent communication skills, both verbal and written.

Education

Associate of Business Administration - Business Administration

Moraine Valley Community College
Palos Hills, IL
05-1994

Skills

  • Policy analysis
  • Staff development
  • Claims management
  • Underwriting
  • Small business operations
  • Verbal and written communication
  • Relationship building
  • Customer relations
  • Operations management
  • Client service
  • Staff management
  • Strategic planning
  • Business management
  • Bidding processes
  • Sales management
  • Negotiation
  • Financial management
  • Marketing
  • Business development
  • Business administration
  • Business marketing
  • Financial planning
  • Profit and loss analysis

Timeline

Insurance Agency Owner

AMFAM
09.1996 - Current

Associate of Business Administration - Business Administration

Moraine Valley Community College
Brian Kobel