Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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NOAH BRUNI

East Greenwich,Rhode Island

Summary

Highly self-motivated team leader and sales professional with expertise in new business development, customer service, client retention, growth and management of a team. Adept in identifying business opportunities; introducing new products and/or service lines; maximizing sales. Proficient in cultivating partnering relationships; establishing and maintaining confidence and trust; exceeding goals. Outstanding work ethic and integrity; goal-oriented; strong organizational and time management skills. Dedicated, disciplined, collaborative, multi-tasked, relationship manager. Salesforce, Computer, Office and CRM proficient.

Overview

16
16
years of professional experience

Work History

V.P. PROPERTY & CASUALTY

EPIC INSURANCE BROKERS & CONSULTANTS
NEW ENGLAND, Rhode Island
01.2024 - Current
  • Developed and implemented tailored risk management programs for commercial clients ranging from 10 to 1,000+ employees across New England. Led comprehensive assessments to identify insurance needs, coverage gaps, and financial goals, collaborating with business owners and executives to optimize risk strategies. Prospected clients through drop-ins, calls, emails, networking events, LinkedIn, and online marketing, maintaining a structured outreach approach to advance prospects. Delivered customized solutions, provided rate and payment details, and coordinated service team meetings to ensure seamless execution. Built strong relationships with underwriters, guided clients through claims processes, and proactively addressed policy endorsements. Maintained ongoing engagement, introduced new coverage options, and resolved concerns with account management support to foster long-term client satisfaction.
  • Key Achievements:
  • Secured and grew a strong client base by demonstrating cost-saving strategies and value.
  • Consistently surpassed the $150K new annual revenue target.
  • Exceeded the quota of six new business appointments per month.
  • Delivered top-tier service and cultivated lasting client relationships.
  • Oversaw risk management strategies for diverse client portfolios across various industries.

V.P. PROPERTY CASUALTY

ALERA GROUP
New England
01.2022 - 01.2023
  • Created risk management programs for commercial clients with 10-1000+ employees in New England. Objectives included: Analyzing potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals; meeting with business owners and C-suite executives to identify issues in their risk management programs; prospecting on cold and warm leads through drop-ins, phone calls, emails, networking events, LinkedIn and online marketing; following a daily and weekly schedule of touches to prospects to move them forward; identify coverage gaps; qualifying prospects; provide rates and payment terms; planning and running meetings with service teams; develop relationships with underwriters; navigate clients through the claims process; notifying customers of policy endorsements as needed to ensure policies are issued correctly; working with a diverse team to continue to build rapport; ensuring a smooth closing process; resolving problems/concerns throughout the policy period; following up with clients regularly; introducing new solutions and lines of coverage; resolving client issues/concerns with account management team.
  • Accomplishments:
  • Cultivated and secured a client base by slashing costs and showing value.
  • Perpetually worked to exceed the goal of 150k in new annual revenue.
  • Exceeded quota of 6 new business appointments per month.
  • Exemplified exceptional service and relationships with prospects and clients.
  • Developed and implemented comprehensive risk management strategies for clients.

V.P. PROPERTY CASUALTY/PRODUCER

USI INSURANCE
Warwick, Rhode Island
01.2021 - 01.2023
  • Developed risk management programs for commercial clients with 20-1000+ employees in Rhode Island, Massachusetts, and Connecticut. Objectives included: meeting with business owners and C-suite executives to identify issues in their risk management programs; prospecting on cold and warm leads through drop-ins, phone calls, emails, networking events and online marketing; identify coverage gaps; qualifying prospects; provide rates and payment terms; planning meetings with all necessary participants; guide clients through the claims process; notifying customers of policy endorsements as needed to ensure policies are issued correctly; working with a diverse team to continue to build rapport; ensuring smooth closing process; resolving problems/concerns throughout the policy period; following up with clients as necessary; introducing new products and solutions; resolving client issues/concerns with account management team.
  • Accomplishments:
  • Hunted and retained a client base with a cost effective and consultative approach.
  • Continuously worked to the goal of 150k in new revenue.
  • Exceeded quota of 4-6 new business appointments per month.
  • Demonstrated exceptional service and rapport with prospects and existing clients.

TEAM LEADER SALES-PRODUCER

DOORLEY AGENCY
E. Greenwich, Rhode Island
01.2015 - 01.2021
  • Generated sales of commercial and personal lines insurance in Rhode Island and Massachusetts. Duties included: prospecting for new leads on the road; networking events; online marketing; following up on leads generated from in and out of house referrals; meeting with business owners and consumers to find gaps in coverage; qualifying prospective customers; gathering information on prospects; identifying appropriate insurance programs; providing rates and payment information; coordinating meetings; helping clients through the claims process; notifying customers of stipulations as needed to ensure policies are issued correctly; working with a team to continue to build rapport; ensuring smooth closing process; resolving problems/concerns throughout the policy period; communicate clearly as needed.
  • Accomplishments:
  • Retained and grew a customer base of 400+ clients.
  • Consistently grew a book of business of $1+ million.
  • Exceeded expectations of 10 new clients per month.
  • Provided optimal service to all clients.

OUTSIDE SALES MEDIA CONSULTANT/MANAGER

SUPERMEDIA
Warwick, Rhode Island
01.2010 - 01.2015
  • Provided small to midsize businesses in the Rhode Island and Southeastern Massachusetts territory with advertising solutions and guidance to assist in business and customer growth. Duties included: door to door prospecting for new clients; growing and retaining existing customer base; researching businesses and marketing strategies prior to visit; meeting with business owners/managers; engaging existing or prospective customers in conversation; probing/fact-finding; discussing current internet presence, customer reviews, competitors, etc.; delivering presentations via iPad; implementing solution selling techniques; discussing features and benefits of products based on customer needs (search engine marketing, search engine optimization, website presence, print & yellow page advertising, Facebook, Yelp and Google partnerships, as well as up to 200 affiliate partners); obtaining signature on contract; gathering artwork, logos and pertinent business information based on package; relaying information to fulfillment team; cultivating relationship with customer; following up with customers as needed; introducing new digital products; resolving problems/concerns.
  • Accomplishments:
  • Consistently exceeded annual quota totaling $1+ million.
  • Retained and grew a customer base of 300+ clients.
  • Responsible for a team of 5 outside sales consultants that exceeded quota.
  • Received sales award in New England for growth and retention of clients from 2012-2014.

Education

Bachelor of Science - Business Administration

Temple University
Philadelphia, Pennsylvania

Skills

  • Risk management and policy analysis
  • Client assessment and strategic planning
  • Claims management and insurance brokerage
  • Business development and networking strategies
  • Customer relationship management
  • Problem solving and team leadership
  • Verbal and written communication
  • Presentation skills and event networking
  • Profit optimization
  • Relationship building
  • Risk management
  • Business development
  • Team leadership

Affiliations

• RHODE ISLAND TRUCKING ASSOCIATION
• ASSOCIATED BUILDERS AND CONTRACTORS OF RHODE ISLAND
• RHODE ISLAND MANUFACTURERS ASSOCIATION
• EAST GREENWICH CHAMBER OF COMMERCE

Timeline

V.P. PROPERTY & CASUALTY

EPIC INSURANCE BROKERS & CONSULTANTS
01.2024 - Current

V.P. PROPERTY CASUALTY

ALERA GROUP
01.2022 - 01.2023

V.P. PROPERTY CASUALTY/PRODUCER

USI INSURANCE
01.2021 - 01.2023

TEAM LEADER SALES-PRODUCER

DOORLEY AGENCY
01.2015 - 01.2021

OUTSIDE SALES MEDIA CONSULTANT/MANAGER

SUPERMEDIA
01.2010 - 01.2015

Bachelor of Science - Business Administration

Temple University

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