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Skills

  • Cross-departmental collaboration
  • Analyzing data
  • MS Office
  • Inventory management
  • RFI Scanners
  • Client relationship management
  • Relationship development
  • Underwriting knowledge
  • Data collection
  • Operational improvement

Work Experiences

  • Microsoft Excel was delivered to customer locations by me.
  • Assisted in the creation of framework procedures.
  • Made changes to both manual and electronic billing procedures.
  • Was a role model for excellent customer service and diagnostic sales techniques.
  • Saved money by developing functional solutions to system problems.
  • Achieved a 67% customer satisfaction rating.
  • Finished category of project, which resulted in method.
  • Evaluated leads obtained through cold calling, lead databases, and direct referrals.
  • Identified and contacted sales prospects in agency databases.
  • Achieved a 39% improvement in application turnaround time.

Summaries

  • Over 12 years of experience as a high-performing leader and operations manager, delivering successful improvements in business operations, profitability, and team development.
  • Insurance Sales Agent looking for a position with a top-tier insurance agency.
  • Collaborate with commercial lenders to achieve sales targets.
  • Excellent communicator and team player looking for a position as a QA analyst with a forward-thinking company.
  • Former underwriter with exceptional problem-solving and analytical skills.
  • Looking forward to taking on a new challenge with a successful team.
  • Motivated graduate looking to start a career in underwriting in process improvement.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Building strong working relationships with sales teams and brokers was a success.
  • Motivating leader who has built and managed method teams in the past.

Accomplishments

  • Partnered with the risk management team to evaluate potential claims, reducing the high-risk claim incidences by 38% through targeted policy adjustments.
  • Designed a comprehensive training guide for underwriting processes that reduced onboarding time for new hires by 55% over 2016.
  • Resolved discrepancies in document submissions, expediting the underwriting approval process and increasing procedures’ adherence rate by 78% within 4 months.
  • Increased sales 9% over three years.
  • Managed $14 book of business.
  • Managed and maintained databases tracking over 7 underwriting cases monthly, improving accuracy by 55% and reducing processing errors.
  • Facilitated communication between underwriting departments and brokers, securing additional premiums totaling $166,000 annually.
  • Contributed to 3% error reduction in policy documents by conducting thorough quality control checks across Harbor & Co.'s underwriting portfolio.
  • Received the “All-Star Award” for earning $3 in commissions and securing $13 million in life insurance sales.
  • Assisted in writing risk assessment reports for high-value insurance policies, resulting in minimized losses by $58,000.

Affiliations

  • Certified Member, Insurance Accounting and Systems Association (IASA), program
  • Certified Participant, Lean Six Sigma for Insurance Certificate, Phoenix, 2023
  • Active Participant, Association of Underwriting Professionals, Phoenix, metric
  • Ambassador, Women in Insurance Networking Group (WING), method
  • Member, Project Management Institute (PMI), Insurance Specialized Chapter, framework
  • Member, Insurance Data Management Association (IDMA), system
  • Attendee, European Insurance Forum (EIF), Annual Conference, 2023
  • Certificate Holder, Associate in Insurance Data Analytics (AIDA), initiative
  • Affiliate, Insurance Brokers Association (IBA), the Southwest, 2022
  • Graduate, Certified Risk Manager (CRM) Designation, Brightline, 2023

Certifications

  • Certified Protection Officer (CPO)
  • Certified User of Microsoft Excel for Underwriting Analytics
  • IBA Certification for International Insurance Products
  • CompTIA Network+
  • Certified Insurance Consultant (CIC) - Georgia
  • Licensed Insurance Service Representative (LISR)
  • SAP Certified Application Associate
  • Associate in Reinsurance (ARe)
  • Certified Public Accountant (CPA)
  • CompTIA A+ Technician

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