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Skills

  • Customer service
  • Claims reporting systems
  • Data entry
  • Process improvement
  • Client Retention Strategies
  • Goal setting and achievement
  • Application processing accuracy
  • Vision and dental insurance
  • Regulatory compliance
  • Client Relationship Management (CRM)

Work Experiences

  • Analyzed insurance portfolios for over 18 clients, offering personalized adjustments that saved clients $17 in premiums collectively.
  • Built lasting relationships with clients by providing personalized annual reviews and policy updates, resulting in a renewal rate of 74%.
  • Achieved success in QuickBooks.
  • Solved program issues, improved operations, and provided excellent customer service.
  • Collaborated with underwriters and medical professionals to ensure applications were processed with 16% accuracy, boosting approval rates.
  • Advised businesses on life insurance strategies.
  • Attended metric.
  • Achieved consistent year-over-year growth.
  • Achieved Lean from Northwind, furthering expertise in delivering high-quality advisory services related to long-term care and whole life insurance.
  • Presented financial well-being education to groups of over 7 people to cultivate new business and increase customer financial knowledge.

Summaries

  • Achieved 30% growth in qualified leads.
  • Conducted community-based education and outreach.
  • Adept at educating clients on life insurance products.
  • Licensed Life Insurance Agent with 12 years of successful data analysis and project management experience.
  • Achieved a 45% decline in cancellations.
  • Conducted personalized annual reviews.
  • Converted 76% of prospects into loyal clients.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Certified Life Insurance Agent who has led seminars on financial preparedness, gaining 18 new clients through community-based education and outreach.
  • Accountable Insurance Representative with strong client management and plan promotion skills.

Accomplishments

  • Introduced a consultative sales approach that elevated closing rates by 24%, directly impacting overall sales revenue.
  • Received Outstanding Service Award for exceeding quarterly life insurance sales goals by 58%, strengthening company market share in the Portland area.
  • Consistently ranked among the top 66% of agents in Beacon Labs, driving overall business growth due to exceptional customer service and policy knowledge.
  • Reduced policy lapse rates by 68%, through proactive customer follow-up and targeted communication campaigns.
  • Consistently met and exceeded monthly sales quotas by applying extensive product knowledge and using personalized financial assessment techniques.
  • Provided expert advisory services on insurance planning and helped reduce follow-up claims processing time by 14 days.
  • Resolved product issue through consumer testing.
  • Consistently liaised with underwriters and claims adjustors to ensure complex claims were processed more efficiently, decreasing response time by 10 days.
  • Collaborated closely with clients to secure policies that aligned with both long and short-term financial objectives, securing an expansion of client portfolio by 85%.
  • 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.

Affiliations

  • LIMRA Accessibility Advisory Group
  • International Association of Administrative Professionals
  • Certified Insurance Counselor (CIC) Membership
  • Society of Human Resource Management
  • Estate Planning Council
  • Women in Insurance & Financial Services (WIFS)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Certified Life Underwriter (CLU) Membership
  • Million Dollar Round Table (MDRT)
  • Certified Long-Term Care (CLTC) Alumni Network

Certifications

  • Chartered Financial Consultant (ChFC) – Summit Group, 2016
  • Certified Life Underwriter (CLU) Harbor & Co., 2018
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP) Northwind, 2024
  • FINRA Series 63 Uniform Securities Agent License North Carolina, 2022
  • Cisco Certified Network Associate (CCNA)
  • Associate, Reinsurance Administration (ARA) Certification Northwind, 2016
  • Advanced Strategies in Life Insurance Planning Specialist Vantage, 2017
  • Life Insurance Ethics Certification Beacon Labs, 2024
  • Certified Insurance Counselor (CIC) - Beacon Labs, 2016

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