Caitlin Brennan
Windemere,FL
Summary
Licensed insurance and client services professional with 5+ years of experience in sales development, policy administration, and account servicing across financial services, insurance, and property management. Proven track record of exceeding quotas, closing high volumes of deals, and boosting client retention through strategic outreach and personalized service. Adept in Salesforce, Zoom, Calendly, and other client engagement tools. Passionate about delivering tailored, compliant solutions in highly regulated industries.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Head Insurance Broker
Stellar Insurance National
06.2025 - Current
- Analyzed client needs to develop tailored insurance solutions and coverage options.
- Cultivated strong relationships with clients, enhancing retention and satisfaction rates.
- Facilitated policy renewals and adjustments, ensuring compliance with regulatory standards.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Client Service Associate
Virtus Financial Partners LLC
03.2024 - 05.2025
- Serve as a liaison between clients and advisors, delivering high-touch service and personalized support via Zoom, Teams, Calendly, and Docusign
- Manage onboarding, ensuring compliance with FINRA/SEC standards and maintaining documentation accuracy through Salesforce and Black Diamond
- Prepare meeting materials, track client activity in CRM, and proactively address inquiries—contributing to increased client satisfaction and retention
- Support day-to-day operations including transaction processing, secure data entry, and audit-prep workflows
- Facilitated client onboarding processes, ensuring compliance with regulatory standards and internal policies.
Insurance Sales & Client Services Representative
Susanne Pinkard State Farm
03.2021 - 03.2023
- Consistently ranked as lead sales representative for 3 consecutive years, contributing to a 15% year-over-year branch revenue increase
- Closed 200+ new policies annually, driving major expansion in customer base and regional market share
- Achieved a 20% close rate on outbound calls (1 in 5), significantly outperforming industry averages and boosting revenue
- Exceeded monthly sales targets by 10-15%, leveraging consultative selling techniques and needs-based product alignment
- Tracked leads and client touchpoints in Salesforce, increasing lead conversion rates by 18% through timely follow-ups and CRM-driven insights
- Mentored new team members, contributing to a 25% improvement in team performance through training and process refinement
- Maintained strong post-sale relationships, resulting in a 20% increase in customer satisfaction and a 10% increase in referral business
Health Insurance Sales Agent
USHEALTH Group Inc
01.2020 - 02.2021
- Managed high-volume outbound calling (50–150/day), achieving a consistent 20% conversion rate through tailored health insurance plans
- Improved recurring business revenue by 15% by closing ACA-compliant policies through consultative needs assessment
- Used HIPAA-compliant CRM tools to manage prospect pipeline, onboarding, and documentation workflows
- Boosted client acquisition by 18% in one fiscal year through targeted value-driven sales pitches
- Delivered white-glove onboarding and post-sale support via Docusign, Intercom, and phone-helping drive retention and positive reviews
Assistant Program Manager
Wiley Educational Services
01.2017 - 01.2018
- Guided students through the enrollment funnel using HubSpot CRM, Zoom, and email campaigns, improving application conversion rates
- Maintained compliance with FERPA while managing student records and enrollment data across multiple platforms
- Facilitated webinars and info sessions, enhancing applicant engagement and contributing to team enrollment targets
Education
Bachelor of Science - Event Management
University of Central Florida
Orlando, FLSkills
- Calendly
- Cold Calling
- CRM
- DocuSign
- HIPAA
- HubSpot
- Intercom
- Microsoft Teams
- Salesforce
- Zoom
LANGUAGES
English
Native
Certification
Licensed Insurance Agent (2-15) Life, Health
Timeline
Head Insurance Broker
Stellar Insurance National
06.2025 - Current
Client Service Associate
Virtus Financial Partners LLC
03.2024 - 05.2025
Insurance Sales & Client Services Representative
Susanne Pinkard State Farm
03.2021 - 03.2023
Health Insurance Sales Agent
USHEALTH Group Inc
01.2020 - 02.2021
Assistant Program Manager
Wiley Educational Services
01.2017 - 01.2018
Bachelor of Science - Event Management
University of Central Florida
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