Katrina Brown
Jacksonville,Florida
Summary
Seasoned insurance and financial services professional with over 20 years of experience in specialty sales, underwriting, and financial advising. Proven ability to drive revenue growth, manage risk, and deliver client-focused solutions across personal, commercial, and life insurance lines. Strong expertise in policy underwriting, financial planning, risk assessment, and compliance. Licensed in multiple lines of insurance and securities, with a track record of building trusted client relationships and exceeding performance goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Specialty Sales Representative
Progressive Insurance
04.2023 - Current
- Drive specialty insurance sales across diverse product lines, delivering tailored coverage solutions to meet customer needs.
- Consistently achieve and exceed performance metrics, including revenue growth, policy retention, and cross-sell opportunities.
- Collaborate with underwriting and claims teams to ensure accurate policy issuance and compliance with state regulations.
- Completed the entire sales cycle for complex Progressive Home Advantage and Auto products, which includes needs assessment, proposing suitable offerings, objection handling, negotiating and completing the buying process.
Insurance Agent
Auto Club Group(AAA)- Jacksonville, Fl
Jacksonville, Fl
03.2020 - 04.2023
- Provided comprehensive insurance solutions for auto, home, and life products while ensuring regulatory compliance.
- Conducted needs assessments and presented tailored options that improved retention and customer satisfaction.
- Consistently ranked among top agents for new business acquisition and policy conversions.
Financial Representative
Principle Financial Group- Jacksonville
Jacksonville
12.2012 - 02.2020
- Guided clients through retirement planning, investment strategies, and life insurance solutions.
- Licensed to sell securities and insurance products, helping clients achieve long-term financial goals.
- Delivered presentations and workshops to educate clients on financial literacy and asset protection.
Senior Commercial Underwriter
Main Street Group- Jacksonville, Fl
Jacksonville, Fl
05.2006 - 11.2012
- Assessed risk and evaluated applications for mid-to-large commercial accounts, ensuring profitable underwriting decisions.
- Negotiated terms and conditions with agents and brokers, balancing client needs with organizational profitability.
- Trained junior underwriters on guidelines, risk assessment techniques, and policy compliance standards.
Education
Associate of Arts - Liberal Arts
Florida State College at Jacksonville
JacksonvilleSkills
- Insurance Sales & Retention (Property, Casualty, Life, Health, Specialty)
- Commercial & Personal Lines Underwriting
- Financial Planning & Wealth Management
- Risk Assessment & Compliance
- Customer Success & Relationship Building
- Regulatory & Policy Review
Certification
- Series 6 – Investment Company and Variable Contracts Products Representative
- State of Florida Insurance Licenses:
- 2-20 General Lines (Property & Casualty)
- 2-14 Life & Variable Annuities
- 2-40 Health Insurance
Timeline
Specialty Sales Representative
Progressive Insurance
04.2023 - Current
Insurance Agent
Auto Club Group(AAA)- Jacksonville, Fl
03.2020 - 04.2023
Financial Representative
Principle Financial Group- Jacksonville
12.2012 - 02.2020
Senior Commercial Underwriter
Main Street Group- Jacksonville, Fl
05.2006 - 11.2012
Associate of Arts - Liberal Arts
Florida State College at Jacksonville