Daniel Brannon
Rancho Cordova
Summary
Hard-working professional with 16+ years of experience and a proven knowledge of client relationship management, consultative sales, and customer needs assessment. Aiming to leverage my skills to successfully fill the Insurance Specialist role at your company.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Leland Insurance Agency
08.2022 - Current
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Executed cold calls, marketing initiatives and networking to drive sales.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Customer Retention Specialist
Progressive
11.2016 - 05.2022
- Responsible for Saving customers who were looking to cancel their policies with Progressive
- Also responsible for writing spin-off polices to different products such as motorcycles, boats, RV's, Travel Trailers ETC
- Responsible for helping Progressive customers transfer their polices from one state to another.
- Resolved customer issues with billing and policy endorsements.
- Built sustainable relationships and trust with customer accounts using open and interactive communication.
- Read from scripts to promote uniformity and consistency in communications.
- Analyzed and collected customer information to prepare product or service reports.
- Referred unresolved customer grievances to designated departments for further investigation.
- Determined charges for services requested and arranged for billing.
- Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.
- Navigated multiple computer systems and applications and utilized search tools to find information.
Insurance Sales Agent
Freeway Insurance
11.2015 - 11.2016
- I was hired to do sales as an insurance agent for Primarily auto insurance
- My first 2 weeks I took state courses and pre-tests for the license
- After obtaining my P/C license I was then put on the phones to do sales
- I was responsible for making outbound sales calls and selling policies for Auto in California
- I was also responsible for following up with customers to follow up with potential sales.
- Calculated premiums and established payment method.
Retail Sales Associate
Best Buy
11.2015 - 11.2016
Service and Repair Technician
Sprint
01.2010 - 11.2015
- Main job functions were to help customers with purchase of appliances
- Also responsible for arranging delivery and installation of new appliances
- We had daily, weekly and monthly sales goals and I assisted with meeting those goals
- Explained products and services to help customers make informed decisions.
- Greeted customers and engaged in conversation to assess needs.
- Tested machines to determine proper functioning.
- Maintained records of Phone maintenance and repair.
- Ordered parts needed for cell phone repairs.
Education
High school diploma -
CORDOVA HIGH SCHOOL
Rancho Cordova, CA06.2004
Skills
- Upselling
- Outbound Sales
- Insurance Sales
- Sales
- Underwriting
- Client services
- Portfolio management
- Vendor rapport
- Account management
- Commercial portfolio management
- Policy analysis
- Record keeping
- Document management
Certification
- Personal Lines Broker/Agent License, 0K74024
- Insurance Producer License, Property & Casualty License
Timeline
Commercial Lines Account Manager
Leland Insurance Agency
08.2022 - Current
Customer Retention Specialist
Progressive
11.2016 - 05.2022
Insurance Sales Agent
Freeway Insurance
11.2015 - 11.2016
Retail Sales Associate
Best Buy
11.2015 - 11.2016
Service and Repair Technician
Sprint
01.2010 - 11.2015
High school diploma -
CORDOVA HIGH SCHOOL