William Brevard
Tampa
Summary
Motivated and results-driven professional with experience in relationship building and client liaison. Skilled in analyzing stock market trends and charts to make informed decisions. Holds Life Insurance and Property & Casualty licenses, with a proven track record of submitting policies. Adept at fostering strong partnerships with SBA loan lenders to support business growth and client satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Success Liaison
7(A) Funding Group
03.2020 - Current
- Acted as the liaison between upper management and staff members, promoting positive working relationships built on trust.
- Gathered, organized and input information into digital database.
- Collected, arranged, and input information into database system.
- Evaluated customer needs and feedback to drive product and service improvements.
AmWINS Intern
AmWINS Insurance Brokerage of Georgia
06.2024 - 08.2024
- Developed presentations for team meetings, enhancing communication and collaboration.
- Collaborated with departments to streamline processes and improve workflow.
- Conducted surveys and collected feedback for project evaluations and improvements.
- Maintained records and files for easy access and reference, facilitating information sharing.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
Swim Coach
Garden Hills Pool
05.2022 - 08.2022
- Supervised swim meets to maintain a secure and organized environment.
- Enhanced swimmers' performance for competitive events with focused technique drills.
- Implemented dryland training routines, enhancing overall athleticism.
- Ensured swimmer safety by enforcing pool rules and monitoring practice sessions.
Education
BBA - Finance
California State University Bakersfield
Bakersfield, CA05-2026
High School Diploma -
Woodward Academy
Atlanta, GA05-2022
Skills
- Insurance background
- Life Insurance license
- Property & Casualty Insurance license
- Deep Stock Market Analysis
- Investor
- Risk Managment
- Fast learner
- Problem-solving
- Time management
- Critical thinking
- Clear communication
- Client relationship management
Accomplishments
High school state champion in swimming
Committed to swim at the D1 level
Certification
- Life Insurance License
- Property and Casualty License
- CPR/AED Certification
Timeline
AmWINS Intern
AmWINS Insurance Brokerage of Georgia
06.2024 - 08.2024
Swim Coach
Garden Hills Pool
05.2022 - 08.2022
Client Success Liaison
7(A) Funding Group
03.2020 - Current
- Life Insurance License
- Property and Casualty License
- CPR/AED Certification
BBA - Finance
California State University Bakersfield
High School Diploma -
Woodward Academy
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