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Skills

  • Budgets
  • Crisis resolution in insurance claims
  • Data entry
  • Team management
  • Handling objections and closing techniques
  • MS Office
  • Client relationship management
  • Sales quota achievement
  • Relationship development
  • Team building

Work Experiences

  • Analyzed competitor offerings and adjusted policy pricing, contributing to a 49% improvement in competitive account wins.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Assisted with standard offerings.
  • Had an excellent attendance record and was always on time for work.
  • Boosted customer loyalty rates by 23%.
  • Oversaw the delivery of method project by system team, which resulted in method.
  • 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.
  • Advised on corrective actions.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Within Customer Service, senior Senior Insurance Agent and outstanding performer in process improvement and workflow optimization.
  • Capable insurance professional adept at resolving client issues in claims disputes, leading to a 15% reduction in discrepancies and improved client trust.
  • Collaborated across departments.
  • Advised corporate clients on strategic insurance solutions.
  • Adept at resolving client issues.
  • Strengths in strategic planning and data analysis backed up by Customer Service training.
  • Collaborated with corporate clients.
  • Achieved a 71% increase in customer loyalty.
  • Assessed risks and addressed coverage gaps.
  • Conducted comprehensive policy evaluations.

Accomplishments

  • Generated $8 of revenue in new policies for 5 clients within the past year through targeted outreach and personalized service offerings.
  • Participated in industry networking events, resulting in partnerships that brought in $4 in annualized premiums.
  • Developed training programs for incoming agents that improved their initial policy sale rate by 31% within their first two years.
  • Proactively managed inquiries and disputes for claim resolutions, improving claim processing satisfaction across 6 client accounts.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Organized and led a workshop series on risk management, driving a 74% increase in client engagement and policy upgrades.
  • Delivered in-depth financial risk assessments to prospective clients, aiding in the closing of high-value contracts totaling $2 in additional premiums.
  • Recognized by Beacon Labs as a top-performer, achieving a OSHA or award for exceeding sales quotas by 20% in 2016.
  • Increased penetration of process products by 76%, contributing to overall portfolio diversification for Northwind.
  • Reduced policy lapse rate by 22% through proactive client communication and personalized renewal strategies.

Affiliations

  • Life Underwriters Training Council Fellow (LUTCF)
  • Certified Insurance Counselor (CIC) designation
  • Professional Liability Underwriting Society (PLUS)
  • International Association of Administrative Professionals
  • National Association of Social Workers
  • Society of Insurance Research (SIR)
  • Certified Risk Manager (CRM) Network
  • Society of Certified Insurance Counselors (SCIC)
  • National Association of Health Underwriters (NAHU)
  • Your State Insurance Licensing Board (Austin Licensing Authority)

Certifications

  • Claims Adjuster License Arizona
  • Certified Public Accountant
  • Series 6 or Series 7 Financial Securities License
  • Apple Certified Associate (ACA)
  • Certified Insurance Service Representative (CISR)
  • The National Alliance Certified Personal Risk Manager (CPRM)
  • Associate in Insurance Data Analytics (AIDA)
  • CompTIA Security+
  • Salesforce
  • Certified Business Analysis Professional (CBAP)

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