Noah Bruni

Insurance & Risk Management Advisor @ EPIC Insurance Brokers & Consultants | Vice President, Client Advisor, Property & Casualty

Role
Vice President-client Advisor at EPIC Insurance Brokers & Consultants
Location
East Greenwich, RI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Noah Bruni

As Vice President-Client Advisor at EPIC Insurance Brokers, I bring over a decade of expertise in insurance advisory and risk management, specializing in capital-efficient and safety-driven property and casualty solutions. My work emphasizes guiding businesses through tailored strategies to mitigate risks, reduce costs, and ensure operational resilience. With a proven track record in client retention and innovative problem-solving, I collaborate with teams to deliver customized solutions that address complex business challenges. Motivated by a mission to enhance client relationships, I leverage marketing acumen and consultative sales strategies to strengthen partnerships and achieve impactful results.

Experience

  1. Vice President-client Advisor

    EPIC Insurance Brokers & Consultants

    Apr 2024 — Present

    Developed and implemented tailored risk management programs for commercial clients ranging from 10 to employees across New England. Led comprehensive assessments to identify insurance needs, coverage gaps, and financial goals, collaborating with business owners and executives to optimize risk strategies. Prospected clients through drop-ins, calls, emails, networking events, LinkedIn, and online marketing, maintaining a structured outreach approach to advance prospects. Delivered customized solutions, provided rate and payment details, and coordinated service team meetings to ensure seamless execution. Built strong relationships with underwriters, guided clients through claims processes, and proactively addressed policy endorsements. Maintained ongoing engagement, introduced new coverage options, and resolved concerns with account management support to foster long-term client satisfaction.Key Achievements: Secured and grew a strong client base by demonstrating cost-saving strategies and value. Consistently surpassed the $150K new annual revenue target. Exceeded the quota of six new business appointments per month. Delivered top-tier service and cultivated lasting client relationships.

Education

  • Fox School of Business at Temple University

    Bachelor of Business Administration (B.B.A.), Business Law

    2001 — 2005

  • Temple University

    Bachelors, Business Law

    2001 — 2005

Skills

  • Marketing Communications
  • Facebook
  • Cold Calling
  • SEO
  • Brand Development
  • Salesforce.com
  • Conversion Optimization
  • Digital Media
  • Advertising Sales
  • Marketing
  • Search Advertising
  • Training
  • Marketing Management
  • Email Marketing
  • Mobile Advertising
  • Sem
  • B2b
  • Relationship Management
  • Direct Marketing
  • Local Search
  • Social Media
  • Online Marketing
  • Customer Retention
  • Web Marketing
  • Crm
  • Social Media Strategist
  • Direct Mail
  • Digital Marketing
  • Ppc
  • Account Management
  • Mobile Marketing
  • Sales Presentations
  • Social Networking
  • Digital Strategy
  • Social Media Marketing
  • Brand Management
  • Marketing Strategy
  • Web Analytics
  • Lead Generation
  • Customer Acquisition

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Noah Bruni — Vice President-client Advisor at EPIC Insurance Brokers & Consultants in East Greenwich, RI, US | Unifers