Briana Harris
Jacksonville,TX
Summary
Dynamic Life Insurance Broker with a proven track record at Unitrust Financial Group, excelling in client relationship building and insurance sales strategy. Leveraging strong negotiation tactics and exceptional customer service skills, I effectively guide clients through tailored insurance solutions, ensuring their needs are met with precision and care.
Overview
5
5
years of professional experience
Work History
Life Insurance Broker
Unitrust Financial Group
Remote
10.2025 - Current
Delivered exceptional customer service by analyzing, negotiating, and guiding clients through mortgage protection and other life insurance policies.
Title Abstractor
CDC Research, LLC
Remote
04.2021 - 10.2023
Executed comprehensive property searches for clients, demonstrating exceptional time management, attention to detail, and organizational skills.
Education
High School Diploma -
Smithville High School
Smithville, TX05.2017
Skills
- Goal-oriented mindset
- Cold calling
- Financial planning
- Underwriting
- Follow-up strategies
- Insurance sales expertise
- Building relationships
- Insurance policy sales
- Appointment scheduling
- Insurance product expertise
- Negotiation tactics
- Policy management
- Client account management
- Needs assessment
- Policy adjustment
- Insurance sales strategy
- Strong interpersonal skills
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Quotes and sales
- Reliability
- Call center customer service
- Excellent communication
- Critical thinking
- HIPAA compliance
- Adaptability and flexibility
- Customer engagement
- Client needs analysis
- Insurance sales
Timeline
Life Insurance Broker
Unitrust Financial Group
10.2025 - Current
Title Abstractor
CDC Research, LLC
04.2021 - 10.2023
High School Diploma -
Smithville High School