Summary
Overview
Work History
Education
Skills
Certification
Websites
Affiliations
Timeline
Generic
Brook Byrd-Venales

Brook Byrd-Venales

Clive,IA

Summary

Talented, goal-driven Agency Owner highly skilled in promoting services and adept at building strong client relationships. Decisive leader with an exceptional understanding of marketing and sales strategies that drive business growth. Stellar sales techniques and remarkable creativity in handling a wide range of client needs.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Agency Owner

American Family Insurance
Clive, IA
08.2022 - Current
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Processed payments received from clients promptly according to established procedures.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Analyzed claims data to determine potential areas of improvement for policyholders' protection.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Generated reports detailing sales activities, client interactions, and progress towards goals.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Developed appropriate quotes based on risk information.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Advised customers on the best ways to minimize risks associated with their assets.

Operations and Process Specialist

American Family Insurance
West Des Moines, IA
07.2014 - 08.2022
  • Updated standard operating procedures to incorporate feedback from quality and technical departments.
  • Documented operational procedures, workflows and best practices.
  • Assisted in training personnel on new processes, methods and techniques.
  • Implemented changes to existing procedures as required by management.
  • Generated performance reports on process efficiency and effectiveness.
  • Tracked all documentation associated with process modifications or improvements.
  • Developed and implemented process improvement initiatives to increase efficiency and reduce costs.
  • Resolved complex issues related to process development and implementation.
  • Performed data analysis to identify trends, problems and solutions.

Education

Bachelor of Science - Business Administration

Dakota Wesleyan University
Mitchell
05-2010

Skills

  • Client relationship management
  • Sales strategy development
  • Risk assessment
  • Insurance policy writing
  • Data analysis
  • Process improvement
  • Communication skills
  • Presentation skills
  • Team leadership
  • Market dynamics
  • Business planning
  • Team direction
  • Performance analysis
  • Growth strategy implementation
  • Marketing tactics
  • Hiring and staffing
  • Marketing
  • Process optimization

Certification

  • Property, Casualty, Life insurance licenses

Affiliations

  • Clive Chamber of Commerce
  • Norwalk Chamber of Commerce
  • Daughter's softball team coach

Timeline

Agency Owner

American Family Insurance
08.2022 - Current

Operations and Process Specialist

American Family Insurance
07.2014 - 08.2022

Bachelor of Science - Business Administration

Dakota Wesleyan University

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Brook Byrd-Venales