Jackie Brobst Email & Phone Number

Atlanta, Ga, Us

Denver, Colorado, United States

Atlanta, Ga

Promoted to lead day-to-day operations of the new business department, supervising a four-person team and providing ongoing guidance, direction, and support. Oversaw staff hiring, training, and development and reported to the firm’s CEO as an instrumental member of the senior leadership team. ➣ Won a 2020 Award of Excellence for exceptional performance, voted on by all the firm’s advisors. ➣ Formulated and deployed best practice strategies to refine internal operations, driving higher productivity among advisors and enhancing internal processes.➣ Developed tracking and reporting of forward-looking projections of the firm for the CEO, COO, and CFO.➣ Earned commendation for achieving record-breaking production goals in multiple fiscal years.

Atlanta, Ga

Recruited back to the company to provide concierge-level support to the firm’s Elite advisors, managing the new business and underwriting process. Assisted advisors with complex negotiations with underwriters.➣ Earned recognition for consistently meeting or exceeding revenue monthly targets and individual KPIs. ➣ Won a 2013 Award of Excellence for exceptional performance, voted on by all the firm’s advisors. ➣ Functioned as an integral escalation point between the firm and home office.➣ Participated in weekly one-on-one business review meetings to forecast business placement for agent’s commission cycles.➣ Assisted leadership by providing ongoing mentoring, training, and support to advisors.

Woodland Hills, Ca

Directed the processing of new business applications, from submission to approval, negotiating favorable terms with carrier underwriters for regional specialists and financial advisors. ➣ Efficiently handled a portfolio of over 100+ cases, with 40% exceeding a target premium of $30,000.➣ Managed the post-issue and delivery phases, ensuring timely and accurate placement of insurance policies.

Atlanta, Ga

Worked collaboratively with up to 50 independent brokers in running the sales illustration, building impactful presentations, and facilitating the underwriting process for new applications. Spearheaded advanced case design supporting the broker’s high-net-worth clients. ➣ Managed the end-to-end processing of new business applications, from submission to approval, while supporting brokers in policy placement. Worked on and completed up to 40 applications monthly. ➣ Negotiated with underwriters to secure the most favorable terms for clients and brokers. ➣ Produced and maintained production reports for the brokerage director and CEO. ➣ Generated pre-sale and in-force illustrations to support client proposals and policy management.

Atlanta, Ga

Tasked with providing daily support to up to 200 brokers to process insurance applications and provide hands-on support to existing policyholders. Served as a primary contact for client’s policy questions or issues. ➣ Compiled and managed net production reports for each broker.➣ Oversaw the licensing, contracting, and appointment processes.