Open to opportunities

Brian Exford

@brianexford

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Experienced insurance agent and risk management consultant delivering tailored solutions.

United States

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What I'm looking for

I seek a client-focused role in insurance or risk management where I can advise on coverage, improve retention, lead compliance, and implement risk-mitigation programs.

I am an experienced insurance agent and risk management consultant with a long track record of building and retaining client portfolios, delivering tailored commercial and personal coverage solutions, and maintaining compliance to minimize E&O exposure. I have led compliance reviews, developed safety training programs, and used agency management systems and Salesforce to improve client retention and operational efficiency.

I have experience consulting high net worth and business clients, growing a book of over 500 clients, and advising on underwriting, risk analysis, claims resolution, and financial planning strategies. I am client-focused, relationship-driven, and committed to reducing liability and improving workplace safety through pragmatic risk mitigation.

Experience

Work history, roles, and key accomplishments

Current

Risk Management Consultant

Current

Self-Employed

Jan 2021 - Present (4 years 11 months)

Delivered customized risk mitigation strategies and compliance reviews, reducing client liability and claims while improving workplace safety through training programs and agency management systems.

Risk Analysis Agency Management Systems B2B Sales CRM

Licensed Insurance Agent

State Farm

Jan 2012 - Sep 2020 (8 years 8 months)

Built a portfolio of over 500 clients using Salesforce, leveraged P&C license to expand mutual fund accounts, and advised high-net-worth clients to boost policyholder retention.

Property & Casualty Salesforce Portfolio Management Mutual Funds Underwriting Sales Strategy

Insurance Agent

Exford & Exford Financial

Jan 2004 - Jan 2012 (8 years)

Developed client relationships with tailored insurance and financial planning solutions, performed risk assessments to recommend optimal coverage, and maintained licensing and compliance.

Risk Assessment Insurance Sales Financial Planning Client Relationship Management Compliance Underwriting CRM

Sales Consultant

KJ Electric

Jan 2002 - Jan 2004 (2 years)

Provided sales support and consultation for electrical equipment, engaged B2B clients to meet energy and operational needs, and strengthened client relationships to drive repeat business.

B2B Sales Consultation Sales Support Account Management Customer Service

Independent Distributor

Little Debbie Snack Cakes

Jan 2000 - Jan 2002 (2 years)

Managed product distribution routes, ensured timely deliveries, maintained accurate sales records, and conducted client outreach to increase repeat business.

Distribution Customer Outreach Inventory Management Customer Service