Brooke Flanagan, Cpia

Brooke Flanagan, Cpia


  • Sneads Ferry North Carolina


Insurance agent/broker, Flood Specialist, known for sales abilities and customer oriented approach. Proven success record of increased sales within company.

Work History

Work History

Insurance Agent / Broker

SFI Group, Inc.
Feb 2014 - Present
  1. Assessing individual needs and obtaining quotes. Depending on the property or vehicle, this might include performing an insurance valuation, taking photographs or obtaining an inspection report.
  2. Comparing the coverage of different insurers to get client the best rates and conditions in an unbiased manner and making recommendations.
  3. Searching for opportunities to reduce overall premiums by combining different types of insurance for discounts.
  4. Explaining premiums, terms, conditions and any small print that the client may or may not understand.
  5. Providing administrative follow-up such as mortgage changes, address changes or certificates of insurance.
  6. Providing advice and revisions at policy renewal or mid-term if material changes are necessary, such as a move or the sale of an asset.
  7. Being available to answer questions after purchase.
  8. Ensuring claims are fairly handled and help the client  with the process and ensure a fair and speedy settlement.
  9. Demonstrated knowledge of working in the insurance industry.
  10. Expert in providing insurance solutions keeping in mind individual needs and budgets.
  11. Hands on experience in developing and executing marketing plans to drive new and renewal businesses.
  12. In depth knowledge of evaluating, classifying, and rating each risk to determine acceptability, coverage and pricing.

Broker/Agent, CSR

Nationwide Insurance
Sep 2010 - Feb 2014
  1. Check to ensure that appropriate changes were made to resolve customers' problems.
  2. Process address and mortgagee clause changes.
  3. Collect deposits or payments, and/or arrange for billing.
  4. Keep records of customer interactions and transactions, recording details of inquiries, complaints, comments, as well as actions taken.
  5. Obtain and examine all relevant information in order to assess validity of complaints, and to determine possible causes, such as extreme weather conditions.
  6. Recommend improvements in coverage.
  7. Refer unresolved customer grievances to designated departments for further investigation.
  8. Resolve customers' service or billing complaints.
  9. Review claims.
  10. Review insurance policy terms in order to determine whether a particular loss is covered by insurance.
  11. Solicit sale of new or additional services or products with new and existing customers.



Arkansas Insurance Agent

Arkansas Department of Insurance
Sep 2010 - Mar 2016

Licensed Property and Casualty Agent

North Carolina Insurance Agent Brokers License

North carolina Department of insurance
Sep 2010 - Mar 2016

Licensed Property and Casualty Agent and Broker

South Carolina Insurance Agent

South Carolina Department of Insurance 
Sep 2010 - Jan 2016

Licensed Property and Casualty Agent

Virginia Insurance Agent

VirginIa Department of Insurance 
Sep 2010 - Jan 2016

Licensed Property and Casualty Agent



Notary Public

North Carolina  Secretary of The State
Nov 2012 - Nov 2018

An official of integrity appointed by state government to serve the public as an impartial witness in performing a variety of official fraud-deterrent acts related to the signing of important documents.

FIRA, Flood Insurance Specialist

U.S. Department of homeland Security
Jul 2015 - Jul 2017

Responsible for handling all pre and post-closing flood insurance regulatory activities to ensure compliance of governmental requirements. This includes ordering flood hazard determinations, analyzing results, working with Realtors and clients to obtain required documentation when real estate is located in a designated flood hazard area, preparing flood worksheets, assessing adequacy of insurance and supporting documentation, completing post closing review and all flood maintenance activities and providing authorization to close on affected loan requests.


Professional Insurance Agent
2015 - Present

The AIMS Society's Certified Professional Insurance Agent (CPIA) Designation is a nationally recognized designation program. The  designation is designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs.