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Skills

  • Contract negotiation
  • Client relationship management
  • Process implementation
  • Conflict resolution
  • Hardware evaluation
  • Client service
  • Policy management
  • Risk management processes and analysis
  • Staff development
  • MS Office

Work Experiences

  • Entered data into the Power BI system, including payments, account information, and call logs.
  • Started two key partnerships that resulted in a 54% increase in revenue.
  • Achieved results within 3 months.
  • Created multi-threaded admin web applications based on program.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Kept an eye on the local residential real estate market in order to adjust sales tactics, prices, and overall business efficiency.
  • Took continuing education courses and workshops to learn more about the insurance industry.
  • Created and maintained a list of available properties for commercial and industrial use that met a variety of needs and budgets.
  • Appraised over 17 properties, maintaining accuracy and utilizing knowledge of initiative markets for accuracy every several months.
  • Boosted overall team sales by 47%.

Summaries

  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.
  • Accomplished at resolving client inquiries and issues related to policy claims, resulting in a 52% improvement in customer retention.
  • Achieved 41% more client referrals.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Achieved a 45% improvement in customer retention.
  • Within Accounting and Finance, senior Licensed Sales Agent and outstanding performer in project management and data analysis.
  • Delivering individualized policy and product recommendations has a proven track record of increasing revenue while protecting client assets.
  • Knowledgable in a variety of design and testing methodologies.
  • Focused and analytical, with a strong desire to ensure client satisfaction and team success.
  • Achieved results in 2022.

Accomplishments

  • Implemented tailored client retention plans, resulting in 24% of policy renewals within one year.
  • Successfully transitioned 18 clients to digital platforms, increasing overall sales engagement by 41%.
  • Surpassed team sales goals by 81% for 6 quarters by collaborating closely with product development on new offerings.
  • Collaborated with cross-functional teams to streamline customer onboarding, reducing onboarding time by 59%.
  • Led a project that streamlined policy documentation processes, reducing processing time by 19%.
  • Achieved top sales rank in Atlanta region for 6 months, surpassing annual revenue targets by 46%.
  • Collaborated with underwriting to expedite policy approvals, reducing lead cycle time by 53%.
  • Developed and executed retention strategies that reduced policy cancellations by 83%.
  • Collaborated with team of 7 in the development of category.
  • Resolved product issue through consumer testing.

Affiliations

  • Million Dollar Round Table (MDRT) Membership
  • Society of Human Resource Management
  • Certified Life Underwriter (CLU) designation from The American College of Financial Services
  • Member of the National Association of Professional Insurance Agents (PIA)
  • Alumni member—initiative Sales Leadership Program
  • American Society of Association Executives (ASAE) member for advancing industry knowledge
  • Institute of Customer Service membership for enhancing client relations
  • Association for Supply Chain Management (APICS)
  • Lions Club
  • Freemason

Certifications

  • Certified Financial Planner (CFP) from Certified Financial Planner Board of Standards
  • Cisco Certified Internetwork Expert (CCIE)
  • State Insurance License – Life and Health
  • Cisco Certified Network Associate (CCNA)
  • ServSafe
  • Analytics & Data-Driven Sales Certification from system
  • Series 6 - Investment Company and Variable Contracts Products Representative License
  • Certified Insurance Counselor (CIC) from National Alliance
  • Financial Services Certified Professional (FSCP) from The Institutes
  • Ethical Sales Practice Certification from the National Ethics Association (NEA)

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