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Skills

  • Loss analysis
  • EPIC
  • Account management
  • Insurance application simplification
  • Conducting client policy reviews
  • Asset protection
  • Exposure determination
  • Policy renewals
  • Large account management
  • Data entry

Work Experiences

  • Checked policy applications for errors and communicated with underwriters to expedite the application process.
  • Earned the title of top salesperson in the region by bringing in more than $17 in a single quarter.
  • Actively pursued advanced certifications like Lean.
  • Achieved a 45% complaint resolution success rate.
  • Boosted office profitability.
  • Achieved growth in online inquiries in 2018.
  • Achieved the Outstanding Service Award for highest regional sales, consistently surpassing quarterly sales targets by 39%.
  • Achieved a 65% increase in policy renewals by tailoring annual reviews to address evolving client needs.
  • Capitalized on market trends during the 2019 fiscal year.
  • Actively pursued advanced certifications like Lean, leading to an extended product portfolio and raising personal close rate by 67%.

Summaries

  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Award-winning Licensed Insurance Sales Agent adept at closing complex policies, winning the Outstanding Service Award for highest sales within the Northeast.
  • Accomplished at analyzing client needs and identifying gaps in coverage, which led to an overall customer satisfaction increase of 32%.
  • Achieved a 71% policyholder retention rate.
  • Licensed Insurance Sales Agent is a multi-talented Licensed Insurance Sales Agent who is consistently rewarded for planning and operational improvements.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Adept at designing and pitching high-value insurance portfolios for high-net-worth individuals, regularly leading to a 15% upsell increase.
  • Adept at designing high-value insurance portfolios.
  • Within Accounting and Finance, senior Licensed Insurance Sales Agent and outstanding performer in quality assurance and client relations.

Accomplishments

  • Increased community outreach in underserved regions by coordinating 5 local events, which generated 17 new leads and 64% growth in local market share.
  • Used innovative cross-selling techniques to drive a 46% increase in multi-policy bundling, enhancing client retention.
  • Worked with marketing to create age-specific bundled insurance plans, leading to a conversion rate increase of 58% in the target demographic.
  • Automated parts of the customer renewal process, improving internal efficiency and compliance—leading to a 35% reduction in processing time.
  • Led initiative to cross-sell homeowner’s insurance to auto insurance policyholders, increasing cross-sell percentage by 73%
  • Designed and implemented yearly referral programs that led to 59% growth in new policyholder acquisition year over year.
  • Led teams in successfully launching Microsoft Excel usage for automated quoting procedures, resulting in a 18% reduction in errors.
  • Facilitated risk assessments and educated over 6 clients on suitable coverage options to protect against potential losses, resulting in a 11% increase in client retention.
  • Achieved a customer satisfaction rating of 35% by providing timely, empathetic, and effective solutions for insurance-related concerns.
  • Generated $15 in total written premiums during the 2018 fiscal year by developing targeted solutions and identifying new market opportunities.

Affiliations

  • Society of Human Resource Management
  • International Council of Nurses
  • National Alliance of Life Companies (NALC)
  • Society of Financial Service Professionals
  • Insurance Professionals of the Columbus
  • American Association of Long-Term Care Insurance
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Freemason
  • Association of Information Technology Professionals
  • Association of Insurance Compliance Professionals (AICP)

Certifications

  • Licensed Insurance Agent Massachusetts Department of Insurance
  • CompTIA A+ Technician
  • Property and Casualty Insurance License - Washington Department of Insurance
  • Certified Risk Manager (CRM) - The National Alliance for Insurance Education & Research
  • Financial Services Certified Professional (FSCP) - framework
  • Certified Public Accountant
  • Associate in Risk Management (ARM) - The Institutes
  • LIMRA Social Media for Sales Certification
  • Salesforce
  • Certified Annuity Specialist (CAS) - Institute of Business & Finance

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