Summary
Overview
Work History
Education
Skills
Timeline
Generic
Brian ONeill

Brian ONeill

RED HILL,PA

Summary

Goal-oriented COMMERCIAL INSURANCE SALES & SERVICE/LOSS CONTROL/RISK MGMT/ effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 32-year background generating new business by selling various insurance plans.

HAVING BEEN A CAREER COMMERCIAL AGENT, SOMEONE WHO TOOK THE JOB SERIOUSLY AND ALWAYS PUT THE NEEDS OF MY CLIENTS FIRST AND FOREMOST. REPRESENTED MY CARRIERS IN A PROFESSIONAL MANNER AT ALL TIMES. ATTAINED GREAT RELATIONSHIP WITH MY UNDERWRITERS AND WORKED HAND-IN-HAND WITH LOSS CONTROL. I LOVED DOING MY JOB...AND WAS VERY GOOD AND SUCCESSFUL AT IT. MY TIME AWAY FROM THE BUSINESS TO TAKE CARE OF MY DAD IN FLORIDA HAS GIVEN ME TIME TO REALIZE HOW MUCH I MISS IT.

WITH THAT SAID, I FEEL AS IF I CAN BRING MY EXPERIENCE AND WILLINGNESS TO LEARN WHATEVER MIGHT BE NEEDED TO SUCCEED IN THE POSITION YOU HAVE POSTED.

Overview

32
32
years of professional experience

Work History

INDEPENDENT COMMERCIAL INSURANCE AGENT

SELF - SUBCONTRACTED
Lansdale, PA
02.1990 - 06.2012
  • Assessed customer needs and provided tailored insurance solutions to meet their individual requirements.
  • Developed relationships with new clients by providing comprehensive insurance packages.
  • Conducted detailed research of the commercial insurance market to identify competitive policies and rates.
  • Collaborated with underwriters to negotiate coverage terms on behalf of clients.
  • Advised customers on risk management strategies to minimize potential losses.
  • Analyzed claims data to assess potential liability exposure for businesses.
  • Educated clients on proper safety protocols for their business operations.
  • Generated leads through cold calling prospective customers as well as referrals from existing ones.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Developed appropriate quotes based on risk information.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.

Commercial Insurance Agent

WILLM J. SYNAMMON INS. AGENCY
Plymouth Meeting, PA
06.1984 - 02.1990
  • AT THIS AGENCY I WAS FINALLY ABLE TO PARTICIPATE IN PROSPECTING/SELLING/SERVICING COMMERCIAL P & C, WITH SOME CROSS-SELLING.
  • UPON WORKING HARD FOR SEVERAL YEARS AND DEVELOPING CONTACTS & REFERRALS AS WELL AS DEVELOPING MY NETWORKING SKILLS IT BECAME APPARENT WE DID NOT HAVE ENOUGH COMPETETIVE CARRIERS.
  • I MADE A TOUGH DECISION TO LEAVE BILL'S AGENCY AND (INTERVIEWED) AGENCIES, WHETHER OR NOT THEY WERE LOOKING TO HIRE.
  • I WAS QUITE PROUD I TOOK THIS STEP AND THE METHOD I TOOK TO "GET IN THE DOOR" LEADING TO THE ABILITY TO UTILIZE A LARGER, MORE COMPETETIVE POOL OF CARRIERS.

INSURANCE SALES/SERVICE

PRUDENTIAL
Willow Grove, PA
08.1980 - 05.1984
  • WAS GUIDED BY A RELATIVE WHO HAD A CAREER IN P & C INSURANCE AND INDICATED HE THOUGHT IT WOULD BE A GREAT FIT FOR ME. I JOINED PRU. TO TAKE ADVANTAGE OF THE (SUPPOSED) PA. STATE P & C FILINGS FORTHCOMING, WHICH NEVER HAPPENED. I LEFT TO PURSUE P & C AND WENT WITH AN AGENCY WHICH I KNEW AND WITH WHOM I KNEW THE AGENCY OWNER
  • WAS RELEGATED TO SELLING LIFE INSURANCE

Education

Insurance And Risk Management

THE NATIONAL ALLIANCE (C.R.M.)
VARIOUS CLASSROOM LOCATIONS
03.1999

Insurance And Risk Management

THE NATIONAL ALLIANCE...(C.I.C.)
VARIED CLASSROOM LOCATIONS
06.1996

High School Diploma -

North Penn Senior High School
Lansdale, PA
06.1975

Insurance and Risk Management

JAMES RUBLE SEMINARS
VARIOUS CLASSROOM LOCATIONS

SERIES 6 MUTUAL FUND & ANNUITY LICENSING

AGENT BROKER TRAINING CENTER (FINRA)
VARIOUS PA LOCATIONS

SERIES 7 LICENSING - SERIES 7 SECURITIES LICENSING

AGENT BROKER TRAINING CENTER
VARIOUS PA. LOCATIONS

Skills

  • Clientele Development
  • Asset Protection
  • Policyholder Communication
  • Client Prospecting
  • Loss Coverage Determination
  • Risk Mitigation
  • Account Management
  • Lead Development
  • Verbal and Written Communication
  • Upselling and Cross-Selling
  • Customer Account Review
  • Underwriter Collaboration
  • Cross-Selling and Upselling
  • Customer Referrals
  • Policy Feature Explanations
  • Form Completion and Submission
  • Insurance Program Analysis
  • Asset Protection Expertise
  • Client Relations
  • Critical Thinking
  • Insurance Coverage Verification
  • Group Presentations

Timeline

INDEPENDENT COMMERCIAL INSURANCE AGENT

SELF - SUBCONTRACTED
02.1990 - 06.2012

Commercial Insurance Agent

WILLM J. SYNAMMON INS. AGENCY
06.1984 - 02.1990

INSURANCE SALES/SERVICE

PRUDENTIAL
08.1980 - 05.1984

Insurance And Risk Management

THE NATIONAL ALLIANCE (C.R.M.)

Insurance And Risk Management

THE NATIONAL ALLIANCE...(C.I.C.)

High School Diploma -

North Penn Senior High School

Insurance and Risk Management

JAMES RUBLE SEMINARS

SERIES 6 MUTUAL FUND & ANNUITY LICENSING

AGENT BROKER TRAINING CENTER (FINRA)

SERIES 7 LICENSING - SERIES 7 SECURITIES LICENSING

AGENT BROKER TRAINING CENTER
Brian ONeill