Brianna Richardson
Dallas,TX
Summary
Service-oriented insurance broker who delivers high-quality customer service by accurately assessing client needs and recommending most useful policies and products. Empathetic broker with client experience as guiding principle. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
2
2
years of professional experience
Work History
Insurance Broker
Advocate Financial Partners/Pacific Advisors
Dallas, TX
01.2022 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Prospected at 20-25 businesses a day (Monday-Thursday) to educate the company owner
Intern
Pacific Advisors
Dallas, TX
06.2021 - 08.2021
- Gained hands-on experience of the sales cycle through phone conversations, prospecting, client meetings to learn more about their financial services needs and recommend financial products, closing sales, and follow-up with clients and prospects
- Attend daily skill-building sessions with full-time financial advisers, where mentorship and insider information were provided to assist in sales maximization. Learn how to use the company's resources and sales language by participating in weekly customized intern-based training.
- Analyzed problems, identified solutions and made decisions.
Student Tutor
Kumon Math and Reading Center
Cypress, TX
08.2016 - 07.2017
- Customized tutoring and instructional approaches to meet the needs of diverse client populations ranging from PreK-12th grade
- Propelled learning mastery and academic success for several students, boosting child’s GPA and test scores to new bests
- Developed meaningful and positive relationships with children and their families
- Applied different teaching techniques to improve student grades, build test skills and foster classroom confidence.
- Provided academic assistance to students with subject-specific problems and questions to improve student academic achievement.
Hostess
Marvinos’s Italian Restaurant
Cypress, TX
06.2016 - 08.2016
- Scheduled and managed reservations, as well as arranged private parties
- Ensured dining services ran smoothly by checking on tables periodically and informing servers or management of any guest concerns/needs
- Provided stellar customer service and fostered warm relationships with returning customers
- Took reservations and to-go orders by phone, answered customer questions and informed of accurate wait times.
Assistant Coach
Cy-Fair Sports Association
Cypress, TX
03.2015 - 05.2015
- Developed and implemented training drills to improve team cohesiveness and performance.
- Promoted good sportsmanship with competing teams on- and off-field.
Education
Bachelor of Arts - Communication, Business
Texas A&M University
College Station, TX12.2021
Skills
- Communication skills Public speaking and organizational experience
- Client Needs Assessment
- Policyholder Communication
- Clientele Development
- Increasing Savings
- Problem Solving Skills
- Interpersonal Skills
Leadership
Alpha Omicron Pi Fraternity, 08/2017 to 11/2021
Social Chairman
- Organized and execute social events with other organizations for team building and networking
- Created a schedule of recruitment events for the spring school year with the intention of increasing interest in Alpha Omicron Pi throughout the Texas A&M Community
- Raised over $26,000 and awareness for the Arthritis Foundation at our Philanthropy event
Big Event, 03/2019 to 03/2021
Group Leader
- Plan and carry out hands-on service projects for churches and impoverished communities
- Trained new team members by relaying information on company procedures and safety requirements
- Attended staff development meetings and workshops and applied information from those events into daily activities
NSLS - The National Society for Leadership and Success, 01/2020 - 12/2021
- A program where we build leadership skills through participation at conferences with adults and surrounding peers
- Learn how to communicate in a business environment
Timeline
Insurance Broker
Advocate Financial Partners/Pacific Advisors
01.2022 - Current
Intern
Pacific Advisors
06.2021 - 08.2021
Student Tutor
Kumon Math and Reading Center
08.2016 - 07.2017
Hostess
Marvinos’s Italian Restaurant
06.2016 - 08.2016
Assistant Coach
Cy-Fair Sports Association
03.2015 - 05.2015
Bachelor of Arts - Communication, Business
Texas A&M University
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