Brian Coe Email & Phone Number

Oxford, PA

• Continuous sales and service to increase current agency book of business
• Assist in managing all aspects of an agency including staffing, marketing, and technology.

Oxford, PA

• Developed and managed relationships with: funders, partners, and other stakeholders
• Approved annual budget, audit reports, and material business decisions
• Consult with board members on their roles and helping them assess their performance
• Planning, presiding over, and facilitating board and committee meetings; and ensure that board resolutions are carried out
• Assist in generating substantial annual revenue and fostering organization’s overall financial health
• Identifying, qualifying, cultivating, soliciting, and stewarding individual donors, corporate, and/or foundation gifts

Oxford, PA

• Built a profitable agency from scratch to a $3,000,000 plus annual premium agency.
• Experience of more than 14 years in the field of insurance.
• Managed all aspects of an agency including staffing, accounting, and technology.
• In-depth knowledge of basic insurance policies and procedures with excellent communication skills both verbally and written.
• Superior organizational skills, ability to manage and prioritize multiple tasks.
• Outstanding follow-up skills to ensure prompt resolution of issues.

Philadelphia, PA

• Comprehensive knowledge of personal lines coverage and policy forms.
• Strong organizational and communication skills.
• Ability to use and/or learned technology based underwriting systems and applications online
• Billing, claims and general customer service.

Philadelphia, PA

• Maintained and upgraded existing accounts
• Quoted and generated new personal lines business

Bachelor Of Science, Business Management

Activities and Societies: United Campus Ministry, School Newspaper, Soccer Club, VolleyballBusiness Management

Education record

Activities and Societies: JV and Varsity Baseball, Computer Club, Horticulture Club, Accounting ClubGeneral Education