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Skills

  • Complex claims investigation
  • Quote information
  • First Aid/CPR
  • Relationship development
  • Customer satisfaction improvement
  • Project organization
  • Contract negotiation and closing
  • Problem resolution
  • Organization
  • Team building

Work Experiences

  • Collaborated with SAP developers.
  • Achieved a reduction of 60%.
  • Achieved a 50% improvement in new business acquisition.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Advised on long-term financial and risk management plans for process clients, leading to a 39% increase in high-value client acquisition over two years.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Collaborated with HR and finance departments.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 4% increase in sales.
  • Collaborated with underwriters and actuaries.
  • Looked for industry trends on social media and through online sources.

Summaries

  • Proven track record of time management and customer service excellence.
  • Strengths in strategic planning and data analysis backed up by Customer Service training.
  • Achieved a 52% reduction in discrepancies.
  • Closed contracts valued at over $18 annually.
  • Achieved a 56% improvement in customer satisfaction.
  • Senior Insurance Agent is a multi-talented Senior Insurance Agent who is consistently rewarded for planning and operational improvements.
  • Clear understanding of vendor management and quality assurance as well as vendor management training.
  • Adept at presenting complex insurance products.
  • Built long-lasting relationships with key clientele.
  • Within Customer Service, senior Senior Insurance Agent and outstanding performer in process improvement and workflow optimization.

Accomplishments

  • Delivered in-depth financial risk assessments to prospective clients, aiding in the closing of high-value contracts totaling $2 in additional premiums.
  • Improved response times for claims processing by 25%, enhancing client satisfaction surveys by 32%.
  • Trained new agents on advanced sales tactics, leading the team to surpass department targets by 64%.
  • Advised executive management on potential risks in the current client portfolio, leading to strategic changes that safeguarded over $17 in annual premiums.
  • Saved key client accounts worth $17 in premium by proposing tailored insurance solutions during high-risk scenarios.
  • Assessed and revised coverage plans for businesses in Customer Service, securing a new book of business valued at $13.
  • Collaborated with team of 10 in the development of method.
  • Participated in industry networking events, resulting in partnerships that brought in $4 in annualized premiums.
  • Developed a customer referral program that increased new client acquisition by 51% in several months.
  • Documented and resolved method which led to framework.

Affiliations

  • Society of Women Engineers
  • Lions Club
  • Independent Insurance Agents & Brokers of America (IIABA)
  • Project Management Institute
  • Association for Talent Development (ATD) - Insurance Focus
  • National Association of Professional Insurance Agents (PIA)
  • Toastmasters
  • Jaycees
  • Certified Insurance Service Representative (CISR) Designation
  • National Association of Social Workers

Certifications

  • Registered Health Underwriter (RHU)
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Life and Health Insurance License Georgia
  • Cyber Risk Manager Certification
  • Certified Professional Insurance Agent (CPIA)
  • Associate in Risk Management (ARM)
  • Associate in Marine Insurance Management (AMIM)
  • Certified Financial Planner (CFP)
  • The National Alliance Certified Personal Risk Manager (CPRM)

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