Brandon T. Kowalczyk
Insurance Agent, Captive Agency Auto and Home
Indianapolis, IN · (317) 555 0142 · name@example.com · linkedin.com/in/brandontkowalczyk
Key Qualifications
EXPERIENCE
Three years of captive agency sales in auto, home and life
SETTINGS
Two agent captive office with a book of about 1,900 households
SPECIALTIES
Auto and home bundling, renters, umbrella, term life cross sales, internet lead follow up
SYSTEMS
Carrier agency platform and quoting system, Salesforce, Agency Zoom, carrier mobile app enrollment
CREDENTIALS
Indiana property and casualty and life and health producer licenses
EDUCATION
Bachelor of Science in Marketing, Hoosier Central University
Executive Summary
Licensed insurance agent three years into a captive agency for a national carrier, selling auto, home, renters, umbrella and life policies from a two agent office with a book of about 1,900 households. Writes about 45 new policies a month from internet leads, referrals and walk ins, and holds the office's retention above the carrier's district average. Licensed in Indiana for property and casualty and for life and health.
Signature Achievements
- Writes about 45 new policies a month, or 540 a year, with annual written premium of about 720,000 dollars.
- Closes 24 percent of quoted internet leads against a carrier district average of 15 percent by calling every lead within five minutes during office hours.
- Raised the office's auto and home bundle rate from 41 percent to 58 percent of households over two years.
- Sold 96 term life policies in 2025, the highest life count in the district for an agent under five years licensed.
- Holds 91 percent policy retention on the personal book against a district average of 86 percent.
- Passed both Indiana licensing examinations on the first attempt within six weeks of joining the office.
Professional Experience
Licensed Insurance Agent
Meridian Street Insurance Agency, a captive agency for a national carrier, Indianapolis, IN August 2023 to present
Two agent captive office with about 1,900 households and 2.4 million dollars in premium; carrier sourced internet leads, referrals and walk ins
- Quote and write auto, home, renters, condominium and umbrella policies in the carrier's quoting system and explain coverage choices to each customer.
- Call internet leads within five minutes, follow up on a set schedule and log every contact in Agency Zoom.
- Review every auto and home customer for a term life or umbrella need and refer the ones that want a full needs analysis to the agency principal.
- Handle renewal reviews, coverage changes, billing questions and claims follow up for the book.
- Meet the carrier's monthly production and cross sell goals and report results at the weekly office meeting.
Customer Service Representative
White River Auto Group, Carmel, IN June 2022 to August 2023
Dealership service department handling about 60 customers a day
- Scheduled service appointments and explained repair estimates to customers by phone and at the counter.
- Sold service contracts and protection plans at delivery, reaching 35 percent attachment.
- Resolved billing questions and followed up on satisfaction surveys.
Licenses and Certifications
Indiana Department of Insurance, property and casualty producer license number 3625114
Indiana Department of Insurance, life and health producer license number 3625114, both licensed 2023
Carrier product certifications for auto, home, umbrella and term life, current, with 24 hours of continuing education completed
Education
Bachelor of Science in Marketing, Hoosier Central University, Indianapolis, 2022
Core Skills
Auto and home quoting · Bundle sales · Internet lead follow up · Term life cross selling · Umbrella coverage · Renewal reviews · Coverage explanation · Retention calls · Agency Zoom pipeline · Claims follow up