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Skills

  • Communications
  • Client acquisition through seminars
  • Operational improvement
  • Regulatory compliance
  • Account management
  • Complex problem-solving skills
  • Project organization
  • Vision and dental insurance
  • Goal setting and achievement
  • Business Planning

Work Experiences

  • Achieved a customer satisfaction score of 39%.
  • Looked for industry trends on social media and through online sources.
  • Achieved results within 11 months.
  • Collaborated with underwriters and medical professionals to ensure applications were processed with 16% accuracy, boosting approval rates.
  • Adhered to best practices.
  • Advised clients on the selection of life insurance policies that fit individual needs, resulting in an increase in client satisfaction by 49% within 3 months.
  • Attended framework, gaining expertise in high-value, complex insurance policies that upped conversion rates by 16% for ServiceNow.
  • Achieved Outstanding Service Award for highest policy sales.
  • Achieved consistent year-over-year growth.
  • Saved $14 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Contributed to Brightline’s business growth.
  • Achieved a 45% decline in cancellations.
  • Achieved a 51% improvement in cross-selling rates.
  • Clear understanding of performance reporting and workflow optimization as well as data analysis training.
  • Achieved results through thoughtful client engagement.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Addressed client objections.
  • Accomplished Life Insurance Agent.
  • Conducted community-based education and outreach.
  • Accountable Insurance Representative with strong client management and plan promotion skills.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Provided expert advisory services on insurance planning and helped reduce follow-up claims processing time by 14 days.
  • Delivered customized insurance solutions for 10 high-net-worth individuals, protecting over $109,000 in assets and financial holdings.
  • Resolved product issue through consumer testing.
  • Consistently met and exceeded monthly sales quotas by applying extensive product knowledge and using personalized financial assessment techniques.
  • Collaborated with tax advisers to create client proposals that optimized both coverage and tax benefits, leading to a reduction in premium costs for 17% of clients.
  • Received Outstanding Service Award for exceeding quarterly life insurance sales goals by 58%, strengthening company market share in the Portland area.
  • Created tailored tax optimization strategies for clients, improving their financial outcomes while ensuring compliance with legal and industry standards.
  • Streamlined the policy pricing process using advanced data analytics tools, resulting in an increase in sales by 32% within two years.
  • Supported the launch of new product lines by training fellow agents, which helped boost company-wide life insurance sales by 73%.

Affiliations

  • Partnered in organizing method Financial Literacy Workshops
  • Global Association of Risk Professionals (GARP)
  • Rotary International
  • National Association of Professional Agents (NAPA)
  • International Association of Insurance Supervisors (IAIS)
  • Association of Information Technology Professionals
  • Membership in Chartered Life Underwriter Society
  • Insurance Information Institute (Triple-I)
  • Society of Human Resource Management
  • Financial Planning Association (FPA)

Certifications

  • Group Benefits Disability Specialist (GBDS) Cedar Works, 2015
  • Long-Term Care Insurance Certification (LTC) Lakeside Partners, 2016
  • Ethics for the Insurance Professional Program Cedar Works, 2023
  • Life Underwriter Training Council Fellow (LUTCF) – Vantage 2023
  • FINRA Series 6 Representative License Illinois, 2024
  • CompTIA Network+
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Advanced Strategies in Life Insurance Planning Specialist Vantage, 2017
  • Certified Public Accountant

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