Kurt Brigandi
Bradenton,FL
Summary
Sales professional prepared to leverage extensive experience in account management and inside sales to contribute to organizational success. Proven track record of building and nurturing client relationships to drive revenue growth. Possesses collaborative mindset, adaptable to changing needs, with focus on achieving results through strategic planning and execution.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Account Manager
State Farm
03.2024 - 07.2024
- Responsible for expanding the company's book of business by selling various types of insurance policies to new clients through high level conversation
- Once needs are determined and a client is obtained, I would also assist in servicing the policies by answering questions about a multitude of issues
- In hopes that those questions may lead to suggestion of another product
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Account Manager, Inside Sales
Platinum Healthcare Solution
01.2024 - 03.2024
- Responsible for handling client’s inquiries into healthcare insurance
- After establishing their needs through building good rapport, I identify the proper policy that would suit my clients
- Educate them on the benefits and assist them in enrolling into that policy
- Also responsible for post sale customer service to encourage high retention
Loan Originator
Reliant Home Funding
10.2020 - 10.2023
- Responsible for managing client inquiries regarding mortgages, assessing client needs, and providing tailored advice
- Demonstrated an ability to manage personal loan pipelines and maintain strong relationships for repeat business
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
- Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Loan Originator
American Advisors Group (AAG)
01.2018 - 04.2020
- Managed client inquiries on prospective reverse mortgages and facilitated loan processing to ensure smooth and timely delivery
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
- Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
- Participated in ongoing training sessions to stay current on industry trends, lending guidelines, and product offerings.
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
- Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Funding Specialist
Shore Funding Solutions
10.2015 - 10.2016
- Accountable for handling client inquiries about business loans, providing detailed information about the loan process, and maintaining client relationships for recurring business
Sales Associate
Tourneau LLC
06.2013 - 08.2015
- Provided exceptional customer service in the sale of high-end timepieces, achieving recognition as one of the top sellers in 2014
Sales Associate
P.C. Richard and Son
10.2011 - 11.2012
- Delivered high-quality customer service, answered queries, and assisted with purchases in a busy retail environment
Sales Associate
Brookstone
03.2009 - 04.2010
- Ensured high standards of customer service, maintained store appearance, and effectively managed inventory
Ride Operations Intern
Hollywood Studios
08.2008 - 01.2009
- Delivered an engaging guest experience in a fast-paced theme park environment and honed skills in guest services and time management
Education
Bachelor of Science - Business Management
SUNY Farmingdale State
Regents Diploma -
Elwood/John Glenn High School
Skills
- Sales
- Relationship Building
- Financial Services
- Communication
- Customer Service
- Teamwork
- Objection handling
- Strategic Prospecting
- Client acquisition
- Account planning
Certification
- NY – Life/Accident Health Agent
- NY – Property and Casualty Agent
- NMLS - 1714429
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Account Manager
State Farm
03.2024 - 07.2024
Account Manager, Inside Sales
Platinum Healthcare Solution
01.2024 - 03.2024
Loan Originator
Reliant Home Funding
10.2020 - 10.2023
Loan Originator
American Advisors Group (AAG)
01.2018 - 04.2020
Funding Specialist
Shore Funding Solutions
10.2015 - 10.2016
Sales Associate
Tourneau LLC
06.2013 - 08.2015
Sales Associate
P.C. Richard and Son
10.2011 - 11.2012
Sales Associate
Brookstone
03.2009 - 04.2010
Ride Operations Intern
Hollywood Studios
08.2008 - 01.2009
Regents Diploma -
Elwood/John Glenn High School
Bachelor of Science - Business Management
SUNY Farmingdale State