Brooke Simpson
- Role
- Senior Client Advisor, Premier Client Services at USI Insurance Services
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Brooke Simpson
Accomplished professional with MBA with over 20 years of diverse experience in financial…
Experience
Senior Client Advisor, Premier Client Services
Sep 2022 — Present
Responsible for independently and proactively managing high net worth and affluent clients • Provide knowledge of insurance coverage and products with new and existing clients • Maintain 95% retention of clients by proactive client engagement • Complete renewal activities – renewal summaries, annual reviews, remarketing, and handling of other requests and questions • Complete risk assessment of current and future exposures and make insightful program recommendations • Competently work with multiple carriers – including admitted and non-admitted carriers • Prepare proposals and summaries of insurance • Maintain a high degree of accuracy in agency management and document management systems • Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier • Respond to internal/external clients in a timely and professional manner. • Stay abreast on industry updates and changes.
Education
Ohio University
MBA, Market Research
1998 — 1999
Ohio University
BBA, Accounting
1994 — 1998
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