Sean D. Ryan CPCU, AIC
Ormond Beach,FL
Summary
Insurance and Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Skilled Insurance and Financial Services Agent offering 33 years of experience in Insurance and Risk Management. Possessing strong communication, relationship building and program management abilities. Proven track record of personal, commercial and financial services sales.
Overview
36
36
years of professional experience
Work History
Financial Advisor
Prudential Advisors
01.2018 - Current
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Consulted with clients to assess and meet short and long-term financial goals.
President
Ryan Insurance & Financial Services, Inc.
10.1998 - Current
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Managed operations budgeting, accounts payable and accounts receivable and payroll.
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
- Developed business and marketing plans and prepared monthly financial reports.
- Established favorable relationships with vendors and contractors, facilitating contract negotiation and development of marketing and sales strategies.
- Strong sales abilities in all lines. Started the agency with 68k in premium with one employee in October 1998 and sold assets when annual premium reached over $12 million in January 2017. Non-compete ended in February 2020 and started over in June 2022.
Managing Partner
BRP Ryan Insurance LLC
01.2017 - 02.2019
- Maintained customer relations and coordinated promotions to increase and create new revenue.
- Developed and implemented process improvements and key business procedures.
- Delivered high level of service to all peers, management and clients in effort to extend partnerships for future opportunities.
Liability Field Adjuster
Nationwide
01.1994 - 03.1998
- Documented and communicated claim activity to clients.
- Conducted interviews, gathered detailed information and completed field investigations.
- Explained loss coverage, assisted policyholders with itemizing damages and coordinated alternative living arrangements.
Claim Adjuster
Bankers Insurance
08.1991 - 12.1994
- Adhered to company and insurance client's guidelines in claims processes, estimate writing and claim closures.
- Recommended settlement offers and negotiated payment arrangements.
- Conducted interviews, gathered detailed information and completed field investigations.
Claims Adjuster
Hanover Insurance
06.1989 - 07.1991
- Recommended settlement offers and negotiated payment arrangements.
- Conducted interviews, gathered detailed information and completed field investigations.
- Obtained necessary information to complete proper evaluation of injury claims.
- Adhered to company and insurance client's guidelines in claims processes, estimate writing and claim closures.
Education
Chartered Property Casualty Underwriter - Insurance And Risk Management
Insurance Institutes of America
10.1998
Associate in Claims - Claims Investigation
Insurance Institutes of America
01.1995
Bachelor of Arts - Interdisciplinary Studies
Plymouth State University
Plymouth, NH05.1989
High School Diploma -
Bishop Guertin High School
05.1985
Skills
- Managing wealth
- Making insurance decisions
- Increasing savings
- Advising on investments
- Funding education
- Understanding tax law
- Mutual funds understanding
Accomplishments
- 2018 thru Present consistently finish year in sales in top 10 for State of Florida Prudential Advisors
- Perennial Presidents Conference Qualifier Prudential Advisors
Additional Information
2004 Nationwide Insurance National Service award for Community Service
2007 Nationwide Insurance District Service award for Community Service
2008 Plymouth State University UT Prosim Award for Community Service
President's Conference Qualifier for Nationwide Insurance 7 years
Champions Conference Qualifier for Nationwide Insurance 11 years
Financial Services President's Qualifier for Nationwide Financial 10 years
Prudential Advisors Presidents Qualifier 4 years 2018-2021
AIG Platinum Advisor 2020 and 2021
Rotary International member 25 years
President Deland Breakfast Rotary 2010-2011
Deland Breakfast Rotary Board of Directors 5 years
Inlet Marina Villas Condo Association New Smyrna Beach President 5 years 2009 -2014
Inlet Marina Villas Condo Association Board of Directors 4 years 2004-2008
Nationwide Insurance Facilitator and Mentor 20 years 1998-2018
Family
Proud Dad of two incredibly talented boys. Matthew, Summa Cum Laude graduate from University of Florida 2020 with a degree in Construction Management and currently employed with Brasfield & Gorie in Huntsville, Alabama, I could not be prouder of his accomplishments.
Son number 2 is Ethan and he is currently a sophomore at FAU in Boca Raton and studying Business Management with interest in Financial Services. Equally as proud of Ethan.
Both boys went to St Barnabas Episcopal School from K3 - 8th grade and then attended Father Lopez Catholic High School in Daytona Beach. Matthew graduated 2016 and Ethan graduated 2020.
Coaching Athletics
I coached 27 teams of flag football, baseball and basketball from 2004 thru 2017 for both boys with YMCA in Deland, St Barnabas Episcopal School as well as numerous Travel teams for baseball and basketball. Truly the joy of my life and created so many great relationships with players and families alike. To this day I am still called Coach by the boys friends. Great memories and extremely rewarding part of my life.
Education and Training
other,other,other,other
Timeline
Financial Advisor
Prudential Advisors
01.2018 - Current
Managing Partner
BRP Ryan Insurance LLC
01.2017 - 02.2019
President
Ryan Insurance & Financial Services, Inc.
10.1998 - Current
Liability Field Adjuster
Nationwide
01.1994 - 03.1998
Claim Adjuster
Bankers Insurance
08.1991 - 12.1994
Claims Adjuster
Hanover Insurance
06.1989 - 07.1991
Associate in Claims - Claims Investigation
Insurance Institutes of America
Bachelor of Arts - Interdisciplinary Studies
Plymouth State University
High School Diploma -
Bishop Guertin High School
Chartered Property Casualty Underwriter - Insurance And Risk Management
Insurance Institutes of America
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