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Skills

  • Active Property and Casualty Insurance License with the Illinois Department of Insurance
  • Influencing business growth
  • Data collection
  • Client relations expert
  • Excellent communication skills
  • Client consultation
  • Team training and development
  • Business Development
  • Organizational skills
  • Customer advocate

Work Experiences

  • Achieved results within 3 months.
  • Achieved a 71% renewal rate improvement.
  • Am extremely knowledgeable about the company's insurance products and services, allowing me to advise customers on the best options.
  • All agency commissions were collected, analyzed, and validated by me.
  • Mentored a group of 11 new brokers.
  • All premiums were collected on or before the effective date of coverage.
  • Met with potential customers and business owners in homes, businesses, and other settings.
  • Achieved a 82% revenue increase.
  • Achieved a claims settlement satisfaction rate of 61%.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 15% increase in sales.

Summaries

  • Achieved success in providing unsurpassed customer service.
  • Licensed Insurance Agent with 13 years of successful data analysis and workflow optimization experience.
  • Negotiator and salesperson with a lot of guts.
  • Demonstrate knowledge of insurance products, services, and customer interactions.
  • Persuasive Insurance Broker with over 9 years of experience in business sales and life and health insurance.
  • Experienced framework Insurance Representative with more than 9 years of experience working for a well-run organization.
  • Insurance agent with experience in financial accounting and cost estimation.
  • Capable of detecting and resolving issues, promoting new products, and exceeding sales targets.
  • Dedicated Licensed Insurance Agent and customer service specialist looking for work with a growing insurance agency.
  • Standard are well-understood.

Accomplishments

  • Prospected and closed new business opportunities, bringing in $16 in new premium revenue within one year.
  • Resolved product issue through consumer testing.
  • Generated and nurtured leads, driving sales revenue growth of 31% year-over-year through strategic outreach and referrals.
  • Partnered with external vendors and financial advisors to create customized insurance packages that improved client retention by 84%.
  • Documented and resolved standard which led to initiative.
  • Led a team of 3 junior agents, mentoring them to surpass their sales goals by 18% within the past year.
  • Reduced policy lapse rates by proactively managing client communications and policy renewals, increasing renewals by 38%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Received the “All-Star Award” for earning $4 in commissions and securing $2 million in life insurance sales.
  • Managed a high-volume book of business, supporting over 16 clients and achieving a 65% policy retention rate.

Affiliations

  • Women in Insurance & Financial Services (WIFS)
  • Association for Advanced Life Underwriting (AALU)
  • Life Insurance Marketing and Research Association (LIMRA)
  • National Alliance for Insurance Education & Research
  • Risk and Insurance Management Society (RIMS)
  • International Council of Nurses
  • Chartered Life Underwriter (CLU) Society
  • Council for Life Insurance Advisors (CLIA)
  • Association for Supply Chain Management (APICS)
  • American Association of Insurance Services (AAIS)

Certifications

  • Medicare Supplement Accredited Advisor (MSAA)
  • CompTIA Security+
  • Google Certified Professional Cloud Architect
  • Associate in General Insurance (AINS)
  • Long-Term Care Insurance (LTC) Certification
  • Certified Protection Officer (CPO)
  • Associate in Risk Management (ARM)
  • Associate in Claims (AIC)
  • Chartered Life Underwriter (CLU)
  • SHRM Senior Certified Professional (SHRM-SCP)

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