Brad Symic

• Exceeding department sales targets each month while also efficiently serving a large book of business exceeding over $5,000,000 in premiums.
• Identifying coverage omissions on existing policies and cross selling monoline customer profiles.
• Checking new business & endorsements for accuracy once issued.
• Handling new business input and endorsements for clients.
• Maintaining open communications with customers, claims adjusters and underwriters.
• Educating clients on current insurance issues.
• Listening to customer issue's and providing creative solutions which retain clientele.
• Accepting premium payments.
• Assisted in the training of new employees, auditing their work and providing leadership.
• Excellent speed & efficiency with all internal computer systems, Compu-Quote, Epic, TAM, Microsoft Office and a variety of others.
• Efficiency and fluency on numerous insurance company portals.
• Ability to interpret & apply new Government regulation and company procedure.
• Managed high-profile accounts with precision, ensuring timely delivery of services and prompt resolution of any issues.
• Reduced churn rate significantly by implementing proactive customer engagement strategies that fostered loyalty.
• Established a comprehensive training program for new hires, expediting their integration into the team''s workflow and enhancing overall performance levels.
• Mentored junior account managers, providing guidance on best practices and industry trends for professional development.
• Implemented strategic plans to achieve ambitious sales targets, consistently meeting or exceeding expectations.
• Analyzed complex data sets to identify trends and opportunities for improving client retention rates.
• Achieved or exceeded company-defined sales quotas.
• Maintained current knowledge of evolving changes in marketplace.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Met existing customers to review current services and expand sales opportunities.
• Developed, maintained and utilized diverse client base.
• Contributed to event marketing, sales and brand promotion.
• Built diverse and consistent sales portfolio.

• Exceeding department sales targets each month while also efficiently serving a large book of business exceeding over $5,000,000 in premiums.
• Identifying coverage omissions on existing policies and cross selling monoline customer profiles.
• Checking new business & endorsements for accuracy once issued.
• Handling new business input and endorsements for clients.
• Maintaining open communications with customers, claims adjusters and underwriters.
• Educating clients on current insurance issues.
• Listening to problems and providing creative solutions.
• Accepting premium payments.
• Assisted in the training of new employees, auditing their work and providing leadership.
• Excellent speed & efficiency with all internal computer systems, Compu-Quote, Epic, TAM, Microsoft Office and a variety of others.
• Efficiency and fluency on numerous insurance company portals.
• Ability to interpret & apply new Government regulation and company procedure.

Focusing on development of new business.

• Exceeding 50 new business sales per month.
• Familiarity of 6 separate markets that offer unique and individual products and effectively selling and promoting these markets to new customer.
• Working completely independently out of my own office without any other colleagues and exceeding customer expectation while efficiently performing all functions and duties of a brokerage.

• Prioritizing & handling 40-50 client phone calls/visits per day & efficiently servicing all client needs, focusing on the development of new business.
• Exceeding department & corporate sales targets each year.
• Annually recognized for Top 5 in Provincial sales, top 10 in National sales.
• Checking new business & endorsements for accuracy once issued or processed.
• Handling new business input and endorsements for clients.
• Maintaining open communications with customers, claims adjusters, and underwriters.
• Educating clients on current insurance issues.
• Offering of coverage’s and other products offered by the company.
• Listening to problems and providing creative solutions.
• Accepting premium payments.
• Assisted in the training of new employee’s.
• Excellent speed & efficiency with all internal computer systems, TAM, Microsoft Excel, Microsoft Word and a variety of others.
• Ability to effectively handle and defuse numerous problematic situations & conflicts; being sure the needs of both customer & organization are met.
• Ability to interpret & apply new Government regulation and company procedure.

• Handling approximately 30-40 customer calls per day.
• Effectively & efficiently servicing a book of business exceeding $1,000,000.
• Handling new business input and endorsements for clients.
• Accepting premium payments.
• Responsible for successfully transferring an entire book of business in excess of $2,000,000 from one market to another, months ahead of schedule.

• Daily driver, retrieval and delivery of insurance documents and other products from different locations.
• Safe operation of different classes of vehicles.
• Distribution of mail to designated areas.
• Organization of clean up and end-shift duties.