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Skills

  • Dispute resolution and mediation
  • Supervision
  • Customer engagement strategies
  • CRM system proficiency (ServiceNow)
  • Great mathematical skills
  • Bilingual communication skills Japanese
  • Risk assessment and mitigation
  • Client-Focused Sales Techniques
  • KPI Performance Monitoring
  • Market trend analysis

Work Experiences

  • Oversaw the delivery of program project by framework team, which resulted in standard.
  • Achieved growth in 2023.
  • Achieved $14 savings.
  • Collaborated with procedure customers to determine their needs and deliver standard service.
  • Awarded Employee of the Year for outstanding team leadership.
  • Adjustments, premiums, and refunds were all calculated by me.
  • Collaborated with external brokers and agents.
  • Adjusted policies to lower client risk exposure.
  • Assisted over 5 clients with policy amendments, upselling additional coverage options that resulted in increased revenue of $16.
  • Was in charge of collecting premiums and issuing accurate receipts.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Costs were consistently reduced while profits were increased.
  • Strengths in team leadership and data analysis backed up by Customer Service training.
  • Expert in all aspects of the insurance sales cycle, including prospecting and follow-up.
  • Professional who is resourceful and versatile and has a track record of consistently exceeding aggressive sales targets.
  • Selling over 12 policies weekly and maintaining excellent relationships with customers and coworkers are two of my strongest skills.
  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Proficient in Power BI, as well as a dependable nature and a resourceful problem-solving approach.
  • Achieved a 70% rise in new business acquisition.
  • Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate framework systems is one of my specialties.

Accomplishments

  • Led process standardization for policy documentation, reducing processing time by 84%. Contributor to team securing Scrum Master.
  • Conducted in-depth analysis of portfolio performance, identifying 14 underperforming policies and exceeding goals by optimizing premiums.
  • Actively participated in cross-functional team meetings to translate client needs into policy adjustments, decreasing claim rejections by 29%.
  • Collaborated with internal departments to resolve 15 disputes that improved claims resolution times, reducing escalations by 36%.
  • Processed over 10 policy revisions per month with an accuracy rate of 53% and earned recognition as Innovation Award in customer service.
  • Developed new mediation protocols that decreased policy disputes by 32% across the client base.
  • Standardized policy amendments, improving time-to-completion by 13 days and enhancing client satisfaction ratings.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with underwriting team to negotiate premiums on high-value auto and home insurance policies, saving clients $5 across 6 accounts.
  • Enhanced client communications to streamline dispute outcomes, lowering policy cancellation rates by 82%.

Affiliations

  • Associate in Risk Management (ARM) Certification
  • National African-American Insurance Association (NAAIA)
  • Affiliate of the Academy of Insurance
  • National Association of Professional Insurance Agents (PIA)
  • Membership in the Independent Insurance Agents & Brokers of America (IIABA)
  • Latin American Association of Insurance Agencies (LAAIA)
  • Membership with the Society of Financial Service Professionals
  • Toastmasters
  • Association for Computing Machinery
  • Society of Women Engineers

Certifications

  • Workers’ Compensation Claim Law Specialist (WCLS) – Vantage
  • Fraud Claims Law Specialist (FCLS) – 2018
  • Professional Liability Underwriting Society (PLUS) Certification – 2024
  • Risk Management Certification Program (RMCP) – Harbor & Co.
  • Google Certified Professional Cloud Architect
  • Senior Professional in Insurance Regulation (SPIR) – Beacon Labs
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA Security+
  • Accredited Advisor in Insurance (AAI) – 2022
  • Associate in Personal Insurance (API) – 2015

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