Brittany Laurent
Yakima,WA
Summary
Licensed insurance agent with over six years in life, health, and long-term care insurance. Demonstrated success in client acquisition and relationship management, recognized as a New York Life Executive Council member and Diamond Elite Long-Term Care producer. Expertise in needs analysis, policy recommendations, and application processing.
Overview
22
22
years of professional experience
Work History
Insurance Agent
New York Life Insurance
Yakima, Washington
11.2019 - 10.2025
- Built and maintained a client base through networking, referrals, and prospecting. Conducted comprehensive fact-finding and financial needs analyses. Assisted clients with life, annuities, long-term care and retirement planning solutions. Managed application processing and underwriting follow-up to ensure policy placement.
- Developed customized insurance plans for clients based on their individual needs.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Educated clients on insurance products and benefits to enhance understanding.
- Collaborated with underwriters to assess risk and determine appropriate coverage options.
- Conducted thorough policy reviews to ensure compliance with regulations and client expectations.
Sales and Project Coordinator
Custom Tile Works
Selah, WA
12.2014 - 02.2019
- Coordinated project timelines and resources for custom tile installations, ensuring on-time delivery and adherence to specifications.
- Managed client communications and ensured project specifications were met.
- Supported budgeting processes and tracked expenses across multiple projects to ensure financial alignment.
- Prepared project documentation, including contracts and design proposals.
- Cultivated relationships with suppliers to enhance material sourcing efficiency.
- Read floor plans to accurately estimate quantities of material and time needed for projects.
- Conducted field measurements for new projects to ensure accurate material estimates.
Insurance Agent
Yakima Valley Insurance
04.2004 - 07.2004
- Managed digital leads for home and auto quotes while fulfilling full-time role at New York Life.
- Collaborated with underwriters to assess risk and determine appropriate coverage options.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Addressed customer inquiries and resolved issues to enhance service satisfaction.
Education
Associate of Arts Degree -
Wenatchee Valley College
01-2004
Pacific Lutheran University
01-2003
Skills
- Licensed in life, health, ltc, property and casualty insurance
- Fixed Annuities
- Needs analysis
- Prospecting
- Policy reviews
- Application processing
- Risk assessment
- Client relationship management
- Client communications
- Referral generation
- Document preparation
- Problem solving
- Time management
Personal Information
Title: INSURANCE AGENT
Timeline
Insurance Agent
New York Life Insurance
11.2019 - 10.2025
Sales and Project Coordinator
Custom Tile Works
12.2014 - 02.2019
Insurance Agent
Yakima Valley Insurance
04.2004 - 07.2004
Associate of Arts Degree -
Wenatchee Valley College
Pacific Lutheran University