Trevor Boling
Atlanta,GA
Summary
Through the education, relationship building and career opportunity that the University of Mississippi provided, I have successfully become the youngest Vice President within my firm with a continued trajectory to become the youngest shareholder of my company before the end of 2024. Without the Ole Miss RMI program, I would not be where I am today and I look forward to building out my team with recent and future graduates from Ole Miss.
Overview
7
7
years of professional experience
Work History
Vice President, Casualty Broker
Brown & Riding Insurance Services, Inc.
07.2024 - Current
- Grew and maintained a profitable book of business to $750,000 in revenue during first year of production
- Elevated the overall reputation of the firm through consistent delivery of top-notch customer service, resulting in increased referrals and repeat business.
- Conducted thorough evaluations of potential risks, crafting customized policies to mitigate exposure for clients effectively.
- Collaborated with colleagues to address complex client requirements and deliver comprehensive insurance packages.
- Negotiated competitive premiums for clients with a focus on comprehensive coverage tailored to individual needs.
Assistant Vice President, Casualty Broker
Brown & Riding Insurance Services, Inc.
01.2024 - 07.2024
- Grew and maintained profitable book of business to $500,000 during first year of production.
- Conducted thorough evaluations of potential risks, crafting customized policies to mitigate exposure for clients effectively.
- Monitored customer feedback and identified areas of improvement.
Casualty Broker
Brown & Riding Insurance Services, Inc.
05.2023 - 12.2023
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
Account Executive
Brown & Riding Insurance Services, Inc.
02.2023 - 07.2023
- Managed and maintained a $5,000,000 revenue book of business
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Associate Broker
Brown & Riding Insurance Services, Inc.
03.2021 - 02.2023
- Mentored junior associates, sharing industry expertise to help them develop their skills and build successful careers in the field.
- Improved overall client experience by proactively addressing issues throughout transactions, resulting in high levels of satisfaction from start to finish.
- Collaborated closely with other brokers, creating a productive work environment that fostered teamwork and shared knowledge.
Production Associate
Brown & Riding Insurance Services, Inc.
01.2020 - 03.2021
- Maintained a flexible approach to work assignments, willingly cross-training in other areas to support changing production needs.
- Participated in training sessions to enhance skills and knowledge.
- Ensured adherence to industry standards, maintaining accurate documentation for compliance audits and certifications.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Production Assistant
Brown & Riding Insurance Services, Inc.
01.2019 - 02.2020
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
Technical Assistant
Brown & Riding Insurance Services, Inc.
03.2018 - 01.2019
- Checked documentation for accuracy and validity on updated systems.
- Modified, updated and processed existing policies.
- Contributed to team meetings with insightful feedback, aiming for continuous improvement in customer service.
Education
BBA - Managerial Finance; Risk Management And Insurance
University of Mississippi
University, MS12-2018
Timeline
Vice President, Casualty Broker
Brown & Riding Insurance Services, Inc.
07.2024 - Current
Assistant Vice President, Casualty Broker
Brown & Riding Insurance Services, Inc.
01.2024 - 07.2024
Casualty Broker
Brown & Riding Insurance Services, Inc.
05.2023 - 12.2023
Account Executive
Brown & Riding Insurance Services, Inc.
02.2023 - 07.2023
Associate Broker
Brown & Riding Insurance Services, Inc.
03.2021 - 02.2023
Production Associate
Brown & Riding Insurance Services, Inc.
01.2020 - 03.2021
Production Assistant
Brown & Riding Insurance Services, Inc.
01.2019 - 02.2020
Technical Assistant
Brown & Riding Insurance Services, Inc.
03.2018 - 01.2019
BBA - Managerial Finance; Risk Management And Insurance
University of Mississippi
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