Brooke Rawls
Broker
Winter Haven,FL
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
16
16
years of professional experience
9
9
State Licenses
9
9
years of post-secondary education
Work History
Senior Benefit Advisor
Cardinal Senior Benefits
07.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attend continuing education courses and workshops to gain additional insurance industry knowledge.
- Marketed life insurance products to increase customer bases and revenue.
- Promoted products and services using upselling and other sales strategies.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Created customer databases to track and manage interactions and sales.
- Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Generated leads through cold-calling, networking and other outreach methods.
- B2C lead tracking and outreach
- Daily travel across central Florida
Business Account Manager
Aflac Fairbanks
01.2009 - 06.2023
- Built and strengthened long-lasting BSB relationships with over 250 businesses across Alaska based on accurate price quotes and customer-centric terms.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Educated employees/clients on new products or services to increase customer engagement with brand.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Maintained current knowledge of evolving changes in marketplace.
- Recorded accurate and efficient records in customer database.
- Met existing customers to review current services and expand sales opportunities.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Stayed current on company offerings and industry trends.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Realtor
Somers Sotherby's, International Realty
01.2020 - 12.2022
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Wrote contracts to outline sales and purchases of properties.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Advised and informed prospective clients on current market activities and conditions.
- Completed property walk through before completing deals to uphold accuracy in listings and appraisals.
- Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
- Compared recently sold area properties to determine competitive market prices.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
Education
Certification - Full Stack Developer
Polk State College Collegiate High School
Lakeland, FL 06.2024 - Current
Current Student - Computer Science/ Marketing
Southern New Hampshire University
Hooksett, NH 07.2020 - Current
Certification - Medical Assistant
Bryman College
Federal Way, WA 05.2003 - 11.2005
No Degree - Business Management
University of Alaska Fairbanks
Fairbanks, AK 01.1996 - 12.1997
Skills
- Form Completion and Submission
- Marketing Management
- Corporate Social Responsibility
- Operations Management
- Team Meetings
- CRM Salesforce
- CRM Microsoft Dynamics 365
- CRM SAT & OPT!
- Manage Renewals
- Client Needs Analysis
- Policy Writing
- Insurance Practices
- Final Expense Insurance
- Benefits Explanations
Accomplishments
- 2009 Aflac Rookie of the year for opening 45 new accounts for 2009.
- 2009-20015 Aflac annual convention
- 2012 Aflac Presidents Club award. One of the top 85 agents in the company.
Certification
- Principles of Wealth Management
- Effective & Ethical Communication with Seniors
- HSA/FSA/IRA
- Final Expense
- Deferred Annuities & QULACs
- 401 (k)
- AML
- HRAs for small employers
- Medicare, Medicaid, & Medicare Supplements
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementHealthcare benefits401k match4-day work weekFlexible work hoursWork from home optionPersonal development programsWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Fall seven times; stand up eight.
Japanese proverb
Timeline
Certification - Full Stack Developer
Polk State College Collegiate High School
06.2024 - Current
Senior Benefit Advisor
Cardinal Senior Benefits
07.2022 - Current
Current Student - Computer Science/ Marketing
Southern New Hampshire University
07.2020 - Current
Realtor
Somers Sotherby's, International Realty
01.2020 - 12.2022
Business Account Manager
Aflac Fairbanks
01.2009 - 06.2023
Certification - Medical Assistant
Bryman College
05.2003 - 11.2005
No Degree - Business Management
University of Alaska Fairbanks
01.1996 - 12.1997
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