Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brooke Kloewer

Panama

Summary

Experienced with assessing financial risk and evaluating insurance applications. Utilizes analytical skills and industry knowledge to make informed underwriting decisions. Track record of maintaining compliance with regulatory standards and fostering positive agent and client relationships by marketing and cross selling our company and products.

Overview

9
9
years of professional experience

Work History

Senior Commercial Marketing Underwriter

Farm Bureau Financial Services
01.2020 - Current
  • In this role, I regularly utilize my expertise in marketing, commercial business, loss control, sales, marketing, and insurance skills to build strong relationships with our agents and client/members resulting in growth of profitable new business by explaining the coverages and benefits our products bring to them. I consistently balance my workload in the field performing inspections, marketing, building agency/client member relationships and office work
  • Remote/field
  • Reduced underwriting cycle times, prioritizing urgent applications and employing effective time management strategies.
  • Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
  • Marketing
  • Document underwriting decisions and provide evidence of compliance with applicable regulations.
  • Make approval and denial recommendations by determining accurate risk levels.
  • Provide excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
  • Develop strong relationships with brokers, leading to a higher volume of quality submissions and successful underwriting.
  • Reduce company losses by identifying potential risks and recommending appropriate mitigating measures.
  • Assist in developing training materials used to educate new hires on essential job functions, contributing to their successful onboarding and integration into the team.
  • Mentor junior underwriters, providing guidance on best practices and improving overall team performance.
  • Provide excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.

Insurance Agent

Schaben Insurance
01.2018 - 01.2020
  • Designed marketing strategies, prospecting, assessing customer need by way of risk assessment and appropriate placement, quoting, annual reviews, relationship building, and growing new and existing portfolio across all lines of business.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

Sales/Service associate

Spangenberg and Associates (Farm Bureau Financial Services)
01.2016 - 01.2018
  • Greeted customers both in office and online exercising excellent customer service skills, managed client agendas, scheduling, performed interviews to assess their risk and build a quote/portfolio that best fit their insurance needs all while documenting conversations, touchpoints, action items, leads, etc. in CRM. In this role, I had a focus on commercial agribusiness.
  • Developed strong client relationships through consistent communication and exceptional service delivery.
  • Developed a deep understanding of company products or services, enabling effective communication of value propositions to potential clients.
  • Utilized CRM software to track customer interactions, ensuring accurate record-keeping and streamlined follow-up procedures.
  • Collaborated with marketing department on promotional campaigns targeting specific demographics or industries for increased lead generation efforts.

Education

High School Diploma -

Harlan Community Schools
Harlan, IA
01.2014

General Business Studies

Iowa Western Community College
Council Bluffs, IA
01.2017

Skills

  • Strong customer service skills
  • Relationship and team building skills
  • Loss control and risk assessment
  • Analytical and critical thinking
  • Decision making
  • Underwriting guidelines
  • Analyzing data
  • Quality assurance
  • Relationship building
  • Quality control
  • Policy interpretation
  • Coverage determination
  • Agent and Sales support
  • Profitability optimization
  • Quoting and pricing policies
  • Teamwork and collaboration
  • Documentation
  • Excellent communication

Timeline

Senior Commercial Marketing Underwriter

Farm Bureau Financial Services
01.2020 - Current

Insurance Agent

Schaben Insurance
01.2018 - 01.2020

Sales/Service associate

Spangenberg and Associates (Farm Bureau Financial Services)
01.2016 - 01.2018

General Business Studies

Iowa Western Community College

High School Diploma -

Harlan Community Schools

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