Brion Lutz
Lake Geneva,WI
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Country Financial
07.2023 - Current
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Developed and implemented promotional strategies to increase customer base.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Educated clients on insurance policies and procedures.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Mortgage Advisor
Preferred Rate
08.2020 - Current
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Conducted thorough risk assessments on potential borrowers, safeguarding the company''s financial interests while providing appropriate financing options.
- Processed loan applications and monitored progress from start to finish.
- Managed a diverse portfolio of clients, effectively addressing their individual needs and concerns during the mortgage application process.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Educated first-time homebuyers about available financing options and guided them through each stage of the mortgage application process.
Account Manager
State Farm
04.2016 - Current
- Met existing customers to review current services and expand sales opportunities.
- Identified key entry points to enhance market penetration and maximize returns.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Monitored industry trends to provide informed recommendations on new products or services that could benefit clients'' businesses.
- Streamlined internal processes for better efficiency in account management tasks.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Achieved or exceeded company-defined sales quotas.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Improved overall team productivity by implementing best practices in organization and time management.
Skills
- Premium Calculations
- Leads Prospecting
- CRM Software
- Licensed Insurance Agent
- Client Account Management
- Customer Engagement
- Customer Service
- Policy Changes
- Customer Referrals
- Client Prospecting
- Customer Billing
- Client needs analysis
Certification
Property and Casualty
Life and Health
Mortgage License
Timeline
Insurance Agent
Country Financial
07.2023 - Current
Mortgage Advisor
Preferred Rate
08.2020 - Current
Account Manager
State Farm
04.2016 - Current
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