Tyler B. Whitaker

Experience

1. Large Group Account Executive

   Brown & Brown

   Nov 2022 — Present

   Manage and retain existing book of business and pursue new opportunities including a specific business plan for growth through networking, referrals, and cross-selling.2. Establish, cultivate and manage customer relations with client and prospective decision-makers; as well as professional relationships with carrier partners, and internal resources throughout the organization.3. Plan and direct renewal process for health and life coverages. Recommend the most appropriate insurance solutions, alternative strategies, plan modeling and cost reduction opportunities.4. Ensure renewal, sales, and insurance operations compliance requirements are documented into the agency management system.5. Establish, cultivate, and manage customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.6. Routinely visit and educate clients on benefits legislation, regulatory requirements, compliance, and new product information.7. Identify, develop, and oversee customer needs and service plans for each client to ensuring exceptional customer service and client satisfaction.8. Manage resolution of client issues as well as escalated employee enrollment and claims issues.9. Prepare and execute stewardship reports and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements.10. Support sales team with new business meetings and implementation of new clients.11. Promote a commitment to achieve or exceed internal and external performance standards and department/agency goals.12. Support training initiatives for new service and sales teammates.13. Participate in internal and external meetings.14. Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.

Education

• Piedmont College

  Bachelor of Arts (B.A.)