Carter Brunke
Eau Claire
Summary
Efficient and results-driven business-finance graduate with a strong background in financial planning, data management, and technology. My experience has ranged from college athletics, to the workplace, and owning my own business which has built my skills in teamwork and analyzing data to support strategic decision making. In my current position as a personal lines account manager, I adapted to an insurance industry that is fast-paced and constantly changing. I believe these two key details are the reason I learned my role quickly and improved my ability to problem-solve effectively. I am eager to further my career and prove myself to be a valuable asset to your company.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Ansay & Associates
04.2024 - Current
- Chosen as a member of the IRYS Canary team that helped transition workflows from our CRM software, EPIC, and assisted with the ongoing implementation of the new agency management system
- Developed and continuously improve sales and client relationship skills
- Manage a book of business of client accounts ensuring adequate coverages and individualized insurance solutions
- Work extensively with the information available on our carrier websites to create a better understanding of the services they provide
- Facilitate relationships with underwriters to improve efficiency and eligibility for our clients
Business Owner
Fitness Clothing Brand
11.2024 - Current
- Alongside a business partner we created a fitness clothing brand that targets our desired market
- Developed comprehensive marketing strategies to enhance brand visibility and customer engagement, leading to sales throughout the United States and Canada
- Ongoing process and business development to ensure our brand is constantly improving
- Lead for graphic design, website development, and marketing on social media
- Manage relationship with our overseas manufacturer to ensure we receive the best quality product that matches our vision
- Managed financial operations, including budgeting, forecasting, and expense tracking for profitability enhancement
Financial Representative
Northwestern Mutual
11.2023 - 03.2024
- Analyzed client financial needs to develop tailored insurance and investment solutions.
- Developed a personal style of communication that helped connect with clients
- Learned about different investment strategies and tools to develop a comprehensive financial plan
- Used financial planning software to build financial plans for clients
- Used software to build illustrations of insurance products and investments to help clients visualize their needs
Distribution Center Treat Yard Team Member
Menards
05.2022 - 09.2023
- Worked with computer systems to track product quantity
- Prepared online guest orders and store stock orders
- Managed inventory
Order Pickup Team Member
Menards
06.2021 - 08.2021
- Assisted customers with online orders and in-person pick up
- Worked alongside coworkers to accomplish assigned tasks
- Updated inventory and identified product
- Responded to emails directly from customers and corporate
- Aided customers with questions on deliveries
Outside Yard
Menards
05.2020 - 08.2020
- Earned forklift certification
- Worked independently as well as with customers
- Followed set instructions given throughout day
Education
BBA - Finance
University of Wisconsin-Eau Claire
12.2023
Skills
- Entrepreneurial mindset
- Attention to detail
- Strategic decision-making
- Customer service
- Quick to adapt
- Team oriented
Certification
- Property & Casualty Insurance License
- Life & Health Insurance License
- Lean Six Sigma White Belt
Timeline
Business Owner
Fitness Clothing Brand
11.2024 - Current
Personal Lines Account Manager
Ansay & Associates
04.2024 - Current
Financial Representative
Northwestern Mutual
11.2023 - 03.2024
Distribution Center Treat Yard Team Member
Menards
05.2022 - 09.2023
Order Pickup Team Member
Menards
06.2021 - 08.2021
Outside Yard
Menards
05.2020 - 08.2020
BBA - Finance
University of Wisconsin-Eau Claire