Brooke O'Shea
Dubuque
Summary
Driven and highly motivated insurance professional with industry experience specializing in customer service, market relations and policy expertise. Detail oriented and committed to continuous learning, with a strong track record of building client trust, supporting business growth and maintaining deep knowledge of industry trends and compliance requirements.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Client Executive - Unit Manager
Marsh McLennan Agency LLC
04.2025 - Current
- Supported development of client proposals and presentations for insurance solutions.
- Assisted in conducting market research to identify trends and opportunities.
- Collaborated with cross-functional teams to streamline project workflows.
- Managed client communications, ensuring timely responses and satisfaction.
- Executed administrative tasks, maintaining accurate records and documentation.
- Developed innovative solutions to complex problems, resulting in improved organizational performance.
- Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
Client Executive
Marsh McLennan Agency LLC
06.2023 - 04.2025
- Developed strategic initiatives to enhance client engagement and service delivery.
- Streamlined internal processes for improved operational efficiency and client satisfaction.
- Collaborated with cross-functional teams to implement innovative solutions addressing client needs.
- Established strong relationships with clients, fostering trust and long-term partnerships.
Marketing Manager
Kunkel and Associates, Inc
03.2022 - 06.2023
- Strategize, create, and implement marketing campaigns that support business development and growth.
- Analyze large deductible and captive programs.
- Actively involved with agency councils and activities through planning, attending, and supporting events.
- Support insurance sales and elevate brand awareness goals through events.
- Negotiate insurance coverage and premiums.
- Continue to assume the role of the marketing representative role, along with the above responsibilities.
Marketing Representative
Kunkel and Associates, Inc
04.2018 - 03.2022
- Analyzed market trends to identify new opportunities for growth and product differentiation.
- Managed insurance submissions to carriers on behalf of clients and prospects.
- Developed and maintained relationships with insurance carriers.
- Acquired up-to-date knowledge of insurance coverage through publications, training courses, and examinations.
- Managed and reviewed insurance company premium volume reports.
- Conducted and led marketing meetings with insurance carriers and the sales team.
- Worked directly with carriers to track premiums, commissions, and productions.
- Tracked and managed contingency funds from carriers.
Account Manager
Kunkel and Associates, Inc
04.2016 - 04.2018
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Accompanied on prospect and renewal presentations.
- Implemented and monitored client service plans.
- Built and maintained relationships with clients.
- Ensured timely premium collection from clients.
- Developed marketing plans to ensure the best P&C programs.
- Cross-selling coverages.
Owner Operator Program Administrator
Cottingham and Butler
09.2014 - 04.2016
- Advised owner-operators on coverages needed and programs offered.
- Marketed and bound individual and group owner-operator policies.
- Prepared and processed certificates of insurance for clients.
- Processed change requests and endorsements.
- Created and organize renewal questionnaires.
Customer Service Representative
Cottingham and Butler
04.2013 - 09.2014
- Assisted clients in understanding policy details, enhancing overall customer satisfaction.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Created and managed monthly reports for clients.
- Prepared and processed certificates of insurance for clients.
Education
Business Administration And Management
University of Dubuque
Dubuque, IAGeneral Education
Northeast Iowa Community College
Peosta, IA05-2011
High School Diploma -
Hempstead High School
Dubuque, Iowa05-2009
Skills
- Client relationship management
- Strategic planning
- Market research analysis
- Proposal development
- Cross-functional collaboration
- Operational efficiency improvement
- Problem-solving strategies
- Project management
- Team mentorship and leadership
Certification
- State of Iowa Property and Casualty Insurance License - April 2015
- Certified Insurance Service Representative Designation - April 2019
- Specialist in Transportation and Risk Designation - July 2015
Timeline
Client Executive - Unit Manager
Marsh McLennan Agency LLC
04.2025 - Current
Client Executive
Marsh McLennan Agency LLC
06.2023 - 04.2025
Marketing Manager
Kunkel and Associates, Inc
03.2022 - 06.2023
Marketing Representative
Kunkel and Associates, Inc
04.2018 - 03.2022
Account Manager
Kunkel and Associates, Inc
04.2016 - 04.2018
Owner Operator Program Administrator
Cottingham and Butler
09.2014 - 04.2016
Customer Service Representative
Cottingham and Butler
04.2013 - 09.2014
Business Administration And Management
University of Dubuque
General Education
Northeast Iowa Community College
High School Diploma -
Hempstead High School