William Warren Email and Phone Number

As a current Commercial Insurance Advisor, I cultivate, maintain, and improve relationships with clients and carriers to stay on-top of emerging risks and drive new business. This involves actively prospecting / generating opportunities through networking, referrals, and other marketing initiatives.Accomplishments:-Real Estate Certified Insurance Professional (RCIP) Designation-Member of FAIA’s Young Agents Council (YAC)-AP Campus Ambassador

In my role as a Marketing Coordinator, I served as a pivotal link between the service team and sales producers. I collaborated closely with both teams to develop and implement effective marketing strategies and production tactics, aligning our efforts with AssuredPartners' goals. This dynamic role allowed me to leverage my marketing expertise to support the sales team's client acquisition efforts while ensuring seamless client servicing.Accomplishments:-Created organizational spreadsheets related to sales production / volume tracking-Relocated 7200+ pre-existing clients into a new customer resource management (CRM) database

During my internship, I had the privilege of shadowing experienced commercial insurance sales producers. This immersive experience provided me with a deep understanding of the industry's intricacies, from client interactions to policy structuring. I honed my sales and communication skills, witnessing the importance of building strong client relationships.Accomplishments:-General Lines Insurance License (2-20)-Health, Life, and Annuity Insurance License (2-15)-Idea2Implementation Competition Finalist

Golf sales expert working in a collaborative environment. Connecting customers to their ideal products through a variety of means. Have helped 1700+ individuals find their perfect solution.Accomplishments:-Youngest hire to date in company-Achieved and maintained top 15% in sales conversion rate-Reached $100,000 sale mark of product

Assumed a variety of responsibilities in a fast-paced environment. In this role I learned technological skills including, but not limited to: keeping track of the till, managing stress and time, and creating lasting connections with consumers.Accomplishments:-Youngest hire to date in store location-Recognition for efficiency and organization