Summary
Overview
Work History
Education
Skills
Timeline
Generic

Caitlin Brennan

Windermere,FL

Summary

Insurance industry professional experienced in marketing and sales of multiple lines of insurance (Resident Health and Life, 2-15). Energetic and enthusiastic with success in fast-paced and deadline driven environments. Demonstrated ability to collect and analyze data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide security.

Overview

7
7
years of professional experience

Work History

Sales Representative

Suanne Pinkard State Farm
03.2021 - Current
  • Provide comprehensive product knowledge and guidance to help clients on product selection.
  • Manage over 50 client calls daily.
  • Seek out new clients and develop client relationships through networking, direct referrals, lead databases, and cold calling.

Health Insurance Sales Agent

USHEALTH Group Inc.
01.2020 - 02.2021
  • Exceeded company sales goals for new policies by calling 50-150 leads daily.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Generated quotes and proposals for clients to match individual needs.

Administrative Assistant

American Design Services
01.2018 - 01.2019
  • Organized and planned work assignments to meet deadlines.
  • Scheduled office meetings and client appointments for staff teams.

Assistant Program Manager

Wiley Educational Services
01.2017 - 01.2018
  • Coordinated plan for higher education from student to university of choice and kept track of their progress from inquiry to enrollment.
  • Assisted customers with prompt and polite service via phone calls and webinars.

Education

Bachelor of Science - Event Management

University of Central Florida
Orlando, FL
2016

Skills

  • Sales & Marketing Experience
  • Interpersonal skills
  • Customer Relations
  • Email marketing
  • Insurance sales strategy
  • Policy adjustment knowledge
  • Policy management expertise
  • Client Retention

Timeline

Sales Representative

Suanne Pinkard State Farm
03.2021 - Current

Health Insurance Sales Agent

USHEALTH Group Inc.
01.2020 - 02.2021

Administrative Assistant

American Design Services
01.2018 - 01.2019

Assistant Program Manager

Wiley Educational Services
01.2017 - 01.2018

Bachelor of Science - Event Management

University of Central Florida

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Caitlin Brennan