Andrew B.
Account Executive - Producer at Fisher Insurance Group LLC- Claim this Profile
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Topline Score
Bio
Credentials
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Notary Public Commission
Oakland County ClerkNov, 2021- Sep, 2024 -
Insurance Agent - Michigan Accident, Health & Life
State of MichiganJun, 2021- Sep, 2024 -
Insurance Agent - Michigan Property and Casualty
State of MichiganFeb, 2021- Sep, 2024 -
Real Estate Sales Associate
State of MichiganFeb, 2019- Sep, 2024
Experience
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Fisher Insurance Group LLC
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United States
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Insurance
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1 - 100 Employee
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Account Executive - Producer
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Jan 2021 - Present
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United Wholesale Mortgage
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United States
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Financial Services
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700 & Above Employee
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Account Executive
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Aug 2020 - Jan 2021
- Closed over $2.6M in mortgage volume within first 6 months. - Responsible for creating and maintaining relationships with 20 broker partners. - Developed understanding of multi-state real estate markets to consult broker partners on trends. - Communicate relevant incentives and loan programs to broker partners tailored to their specific business model. - Responsible for accurately documenting all client interactions through Salesforce CRM Program. - Closed over $2.6M in mortgage volume within first 6 months. - Responsible for creating and maintaining relationships with 20 broker partners. - Developed understanding of multi-state real estate markets to consult broker partners on trends. - Communicate relevant incentives and loan programs to broker partners tailored to their specific business model. - Responsible for accurately documenting all client interactions through Salesforce CRM Program.
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Manufacturing Technology Mutual Insurance Company
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Insurance
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1 - 100 Employee
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Project Intern II Communication Coordinator
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Sep 2018 - Aug 2020
- Prospected 7 industry associations for potential leads, resulting in hundreds of E-Mods being ordered,and organized underwriting criteria into a spreadsheet.- Designed new system of Agent Profit Sharing for 2020 that aligned with the Board of Directorsrecommendations.- Coordinated the initial out of state licensure resulting in expansion from 1 to 35 states.- Created and implemented an efficient system of customer service tracking using online survey software.- Calculated agent commission bonus options consistent with Board of Directors recommendation.
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Project Intern
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Feb 2009 - Aug 2020
Created and implemented a more efficient system of customer service tracking through the use of online survey softwareTelephonically communicated with customers to assess satisfaction with customer serviceCoordinated customer and prospect mailings through the creation of customized excel reportsConverted archived files into digital traceable files through scanning of paper documents Collaborated with another intern to complete a customer mailing of 750 federal and labor law posters
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Bedrock Detroit
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United States
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Real Estate
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200 - 300 Employee
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Commercial/Retail Leasing Intern
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May 2019 - Aug 2019
Supported a team of 8 Leasing Associates by drafting and revising letter of intent documents outlining business deal terms. Responsible for presenting properties, benefits, and amenities to prospective tenants. Maintained daily communication with tenants and prospective tenants. Created and implemented a strategic business plan to pursue emerging space uses for light industrial, manufacturing and tech incubator spaces. Created custom retail pitches for high profile tenants including Sephora and Urban Outfitters. Collaborated with the winning team of 10 interns in a “Shark Tank” themed project proposing a warehouse management system to organize and coordinate inventory. Represented Bedrock, Quicken Loans and the Rock F.O.C. through the Campus Ambassador program where I engaged and recruited Michigan State University students.
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Property Management Intern
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May 2018 - Aug 2018
Created an Excel worksheet that allowed the Property Management Team to monitor contract expirations. Gathered information on all of our residential properties, and accurately conveyed it through a spreadsheet. Coordinated inspections of our rental properties through the City of Detroit. Collaborated with a team of interns to conduct market research and make recommendations about where parking zones should be located. Contributed to The Stott building transitioning from construction site to occupied building.
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Michigan State University
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United States
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Higher Education
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700 & Above Employee
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Human Resources Assistant
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Jan 2018 - May 2018
Scheduling and interviewing potential student employeesCompleting hiring I9 paperworkPayroll tracking and time reportingPersonnel records maintenanceServe as board member of the Student Employee Recognition Program to distinguish employees that demonstrate superior teamwork
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Student Supervisor
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Mar 2017 - Jan 2018
Serve as board member of the student recognition program to distinguish employees that demonstrate superior teamworkProvided courteous and prompt customer service to guests in the dining hall for approximately 7,500 studentsAttained responsibility for dining hall and supervision of 25+ employees Ensured dining hall was kept clean and met sanitation standardsCompleted a full-time course schedule while maintaining 20 hr/week work schedule
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Education
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Michigan State University - The Eli Broad College of Business
Bachelor's degree, Business Administration and Management, General -
Michigan State University
Bachelor's degree, Business Administration and Management, General -
Harrison High School
High School/Secondary Diplomas and Certificates, 12