Keegan Bradley
North Bay
Summary
Highly motivated and detail-oriented insurance professional with extensive experience in both personal and commercial lines as a broker. Adept at risk assessment, policy analysis, and providing exceptional client service. With a strong foundation in the insurance industry and exposure to claims management through familial expertise, I bring a unique perspective and a deep understanding of the claims process. Supported by an internal reference, I am eager to leverage my skills and industry insights to contribute to a high-performing claims team.
Overview
4
4
years of professional experience
Work History
Personal Lines Account Manager
Knox Hutchison Insurance Brokers
01.2023 - Current
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Analyzed risk factors to recommend appropriate coverage levels.
- Met with customers to provide information about available products and policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Developed in-depth understanding of insurance policies and procedures.
Personal Lines Account Manager
North Bay Insurance Brokers
03.2023 - 01.2024
- Identified and solicited sales prospects in agency databases.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Calculated premiums and established payment methods for sales.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted research and identified market trends to develop better strategies for sales.
- Educated clients on insurance policies and procedures.
Commercial Lines Account Manager
BrokerLink
02.2021 - 03.2023
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Developed and maintained client base resulting in portfolio retention.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Developed in-depth understanding of insurance policies and procedures.
Education
High School Diploma -
St. Mary's Highschool
Owen Sound, ON06-2016
Skills
- Policy administration
- Insurance products
- Premium calculation
- Active listening
- Auto insurance
- Insurance practices
- Self motivation
- Team leadership
- Problem-solving
Languages
English
Native or Bilingual
Timeline
Personal Lines Account Manager
North Bay Insurance Brokers
03.2023 - 01.2024
Personal Lines Account Manager
Knox Hutchison Insurance Brokers
01.2023 - Current
Commercial Lines Account Manager
BrokerLink
02.2021 - 03.2023
High School Diploma -
St. Mary's Highschool
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