Finnan Patrick Connick
Charleston,SC
Summary
Motivated and ambitious Senior Broker Services Associate with a proven track record in client relationship management, risk assessment, and sales-driven production. Recognized for exceptional service, achieving a 99% audit score while building and maintaining strong relationships with underwriters and brokers. Seeking to drive company growth by leveraging analytical skills and communication expertise in a dynamic, client-focused role.
Overview
13
13
years of professional experience
Work History
Senior Broker Services Associate
PURE Insurance
Charleston, USA
10.2022 - 09.2025
Broker Services Associate
PURE Insurance
Charleston, USA
03.2020 - 10.2022
- Collaborated closely with underwriters to provide brokers with exceptional services and clear communication to foster strong relationships, ensure long-term sustainability, and support company growth initiatives
- Managed and resolved an average of 6,000 annual inquiries and service requests from brokers and underwriters (via phone and email) related to personal line high-value homeowners (exceeding $1,000,000), auto, collections, watercraft, and excess policies
- Quoted and bound new business accounts and policies for prospective and existing PURE members, as well as tended to all billing inquiries from brokers and processed premium payments
- Evaluated and processed both endorsements and cancellation/rewrite requests submitted by brokers, and calculated and communicated accurate premium changes resulting from those requests
- Performed thorough reviews of inspection reports from risk managers and processed PURE360 endorsements based on findings determined by those reports
- Conducted annual Policy Renewal Reviews (PRR) to ensure coverage adequacy, accurate documentation, and compliance per underwriting guidelines, prior to renewal
- Analyzed members’ accounts to identify key risk factors influencing policy premiums, such as claims history, state-specific rate increases, shifts in insurance scores, and updated property conditions, and provided personalized solutions and cost-saving recommendations to mitigate risk while maintaining coverage quality.
- Prepared and issued legal notice letters, including non-renewal, conditional, mid-term, and rescission letters, for existing members in accordance with state-specific regulations, as well as processed broker of record (BOR) requests
- Promoted to Senior Broker Services Associate in 2022 in recognition of excellent performance and service
- Multiple-time recipient of the “Exceptional Service Award” (ESA), recognizing the top associates for consistently delivering outstanding service and support to broker partners and exceeding departmental standards and audit expectations
- Consistently achieved or exceeded the department’s audit benchmark score of 95% for both service and technical accuracy, maintaining an average score of 99% in 2024 and 2025, demonstrating exceptional expertise, compliance, and service quality
- Maintained an annual 1:1 open/close ratio for all assigned tasks while managing a high-volume caseload, demonstrating efficient and timely production
Real Estate Agent
Keller Williams Realty
Charleston, USA
07.2018 - 03.2020
- Represented clients in sale and purchase of residential properties totaling more than $3 million
- Matched clients with properties aligned with their goals, budgets, and timeline through in-depth market research
- Conducted comparative market analyses to accurately determine property values and assist sellers in maximizing sale prices
- Marketed listings through various advertising platforms, including the Multiple Listing Service (MLS), online and print media, and open houses
- Increased client base through daily cold calls, networking, consistent follow-up communication, and maintaining up-to-date files on current and potential clients.
- Prepared, reviewed, and submitted all real estate contracts and transaction documents with timeliness and precision
Campaign Manager
Campaign to Elect State House Representative Con Chellis
Summerville, USA
03.2018 - 06.2018
- Developed innovative and successful campaign and advertising strategies to maximize candidate visibility and voter engagement
- Coordinated fundraising initiatives, candidate speaking forums, phone banking campaigns, and conducted election polling
- Mapped out and organized successful door-to-door canvassing efforts used throughout the campaign
- Established a list of target constituents and executed daily communication efforts to increase voter turnout
- Managed and organized a group of campaign volunteers and interns
Development Assistant/Property Manager
Crescent Heritage Properties
New Orleans, USA
05.2016 - 03.2018
- Oversaw and managed day-to-day operations of seventeen residential rental properties
- Researched market trends to identify lucrative investment opportunities and establish competitive rental rates
- Responsible for collecting rent payments, making sure all payments were made on time
- Advertised rental properties across multiple media platforms, conducted in-person showings for prospective tenants, prepared all real estate contracts and lease documentation, and promptly attended to all maintenance requests
Sales Associate
Clean Force, LLC-Industrial Janitorial Supps. & Cleaning Equip.
Metairie, USA
09.2014 - 05.2016
- Managed and sold janitorial products and equipment to 26 commercial accounts in the Greater New Orleans area
- Developed an in-depth knowledge of hundreds of items of inventory and skillfully performed in-person demonstrations of items for prospective and current clients
- Conducted daily prospecting and face-to-face client meetings, generated price quotes, and processed sales orders for all clients using Microsoft Office and Quickbooks
- Maintained strong client relations through prompt responsiveness and exceptional customer service, ensuring the client’s needs were always met
Case Manager
Orleans Parish District Attorney’s Office
New Orleans, USA
06.2012 - 09.2014
- Processed and assigned thousands of cases annually into the state’s online criminal database, ensuring accurate and timely distribution to Assistant District Attorneys
- Maintained a trial screening inventory in Microsoft Excel to track and document case assignments and pending dispositions
- Notified Assistant District Attorneys of pending case dispositions by issuing thirty-day notifications and prepared weekly reports for senior leadership tracking cases awaiting disposition
- Assisted the Chief of Trials, Assistant District Attorneys, and Magistrate Attorneys with questions regarding trial screening inventory, case assignments, and screening action forms
Education
Bachelor of Arts Degree - Communications
College of Charleston
Charleston, SC12.2011
The International Summer School
Innsbruck, Austria08.2010
Skills
- Risk Assessment & Underwriting Support
- Client Relationship Development & Management
- Goal-Oriented & Results-Driven
- Active Listening & Communication
- Adaptability & Problem-Solving
- Technical & Software Proficiency
- Strategic Decision-Making
- Verbal and Written Communication
- Cross-Functional Collaboration
- Detail-Oriented & Organized
- Negotiation & Timely Execution
Accomplishments
Salesforce
Microsoft Office 365
Guidewire Claims Center
Loss Control 360
ODEN
Duck Creek Billing
LexisNEXIS
OKTA
GURU
Microsoft Office 365
Guidewire Claims Center
Loss Control 360
ODEN
Duck Creek Billing
LexisNEXIS
OKTA
GURU
Personal Information
Title: Louisiana Real Estate License, South Carolina Real Estate License
Timeline
Senior Broker Services Associate
PURE Insurance
10.2022 - 09.2025
Broker Services Associate
PURE Insurance
03.2020 - 10.2022
Real Estate Agent
Keller Williams Realty
07.2018 - 03.2020
Campaign Manager
Campaign to Elect State House Representative Con Chellis
03.2018 - 06.2018
Development Assistant/Property Manager
Crescent Heritage Properties
05.2016 - 03.2018
Sales Associate
Clean Force, LLC-Industrial Janitorial Supps. & Cleaning Equip.
09.2014 - 05.2016
Case Manager
Orleans Parish District Attorney’s Office
06.2012 - 09.2014
Bachelor of Arts Degree - Communications
College of Charleston
The International Summer School