BRYCE BASSO
Stuart,FL
Summary
Dynamic and motivated insurance advisor dedicated to delivering top-tier service to clients and the community. Committed to continuous improvement, leveraging strategic insights, and fostering robust relationships with carrier partners and clients to navigate the evolving insurance landscape. Driven by professional mentorship and a passion for sales excellence, strives to exceed expectations and achieve individual and team success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Executive
CBIZ
2022.01 - Current
- Managed over one hundred accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Conducted market analysis to identify trends and adjust sales strategies accordingly.
- Negotiated favorable terms in high-stake contracts, ensuring profitability and long-term partnership viability.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
President of Sales and Marketing
Basso Coatings and Detailing
2019.01 - Current
- Implemented innovative pricing strategies to maximize profitability while maintaining a competitive edge in the market.
- Championed corporate social responsibility initiatives, fostering positive community relations and enhancing brand image.
- Introduced robust performance metrics tracking systems for continuous improvement of sales team results.
- Spearheaded the launch of new products, driving significant growth in both sales and brand awareness.
- Streamlined internal processes for improved efficiency and productivity in the sales department.
- Optimized sales funnel management, resulting in higher conversion rates and increased revenue growth opportunities.
- Increased sales revenue by developing and implementing strategic marketing campaigns.
- Contributed to increased revenue by consistently delivering top-notch services leading to repeat customers and referrals from satisfied clients.
- Attended industry conferences and workshops to advance technical skills, staying informed on best practices for vehicle detailing.
- Ensured safety measures were followed by properly handling chemicals and equipment throughout the detailing process.
- Maintained up-to-date knowledge on industry trends, products, and techniques to ensure high-quality service offerings for clients.
- Completed pre-delivery inspections of vehicles ensuring they met client standards before handover.
- Developed strong relationships with clients by addressing concerns promptly and providing professional advice on vehicle care and maintenance.
- Collaborated with colleagues to tackle complex projects efficiently, resulting in high-quality results for clients.
- Streamlined operations within the team through effective communication regarding task assignments and progress updates.
- Boosted customer satisfaction with meticulous attention to detail in all aspects of the detailing process.
- Performed multi-step paint correction processes to remove swirls, scratches, oxidation or other imperfections for improved visual appeal.
Account Executive
Legacy Insurance Solutions
2020.01 - 2022.01
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Enhanced referral network by building strong relationships with other industry professionals such as mortgage brokers and financial advisors.
- Managed a high volume of daily tasks while maintaining focus on providing quality customer service.
- Improved cross-selling strategy by analyzing existing client portfolios for potential upsell opportunities.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
- Participated in ongoing professional development opportunities to maintain licensure and stay abreast of industry advancements.
Education
Insurance And Risk Management
Palm Beach State College
05.2019
Park Vista Community High School
06.2016
Skills
- Client Relationship Building
- Account Management
- Relationship building and management
- Pipeline Management
- Written and verbal communication
- Strategic selling
- Policy analysis
- Sales expertise
- Underwriting principles
- Policy Knowledge
- Quotes and sales
- Negotiation
Accomplishments
- Achieved saving a client $135,000 on their renewal through effectively helping with marketing and moving an account from E&S to an admitted partner.
- Achieved COI Compliance Tracking for Real Estate clients by introducing Asurtify for Compliance tasks.
- Used Microsoft Excel to develop Premium Allocation spreadsheets for real estate portfolios with more than $65M in value.
- Supervised team of six staff members and delegated tasks, training and strategic growth plans per individual strengths and team needs.
Personal Information
Title: Account Executive
Hobbies and Interests
- Fishing
- Sports Enthusiast
- Fitness & Wellness
- Community Involvement
Affiliations
- Palm Beach Gardens Chamber of Commerce
- Stuart Young Professionals
- CBIZ Young Professionals
Certification
International Detailers Association Certification
Basic Life Support Certification
2-20 P&C License
Business & Marketing Certification
Social Media (SEO) Marketing Certification
Currently completing the C.I.C - Certified Insurance Counselor Designation and will move onto my CRIS designation.
Additional Information
As a young account executive/ producer in a volatile Florida insurance marketplace, I was given the opportunity to be mentored by two different high level executives that pushed me to be better daily. From studying the insurance marketplace and becoming an expert in specialized classes of business such as construction and real estate. I was thoroughly tested on new business, marketing strategies, large negotiations on projects exceeding $1M in premium, and lastly obtaining tailored coverages protecting our clients in a very litigious state.
Timeline
Account Executive
CBIZ
2022.01 - Current
Account Executive
Legacy Insurance Solutions
2020.01 - 2022.01
President of Sales and Marketing
Basso Coatings and Detailing
2019.01 - Current
Insurance And Risk Management
Palm Beach State College
Park Vista Community High School
International Detailers Association Certification
Basic Life Support Certification
2-20 P&C License
Business & Marketing Certification
Social Media (SEO) Marketing Certification
Currently completing the C.I.C - Certified Insurance Counselor Designation and will move onto my CRIS designation.
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