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Skills

  • Customer service and care
  • Skilled negotiator
  • Computer literate
  • Underwriting and adjustments
  • Territory Sales Experience
  • Problem-solving skills
  • Auto insurance
  • Internal auditing
  • Operations management
  • Vision and dental insurance

Work Experiences

  • I'm in charge of presenting and selling insurance and investment products to clients.
  • Ensured
  • Planned and organized meetings and conference calls with a variety of people.
  • Applications, payments, corrections, endorsements, and cancellations were all handled by me.
  • Reduced
  • Advised
  • Current category marketing campaigns and standard promotions were promoted, resulting in category.
  • Answered 14 calls every day.
  • Invented
  • Created, implemented, and monitored the agency's new underwriting guidelines.

Summaries

  • To increase revenue and meet sales goals, a client-focused Insurance Sales Agent is successful at developing leads and analyzing market trends.
  • Expert at tracking metric with Asana.
  • Providing quality assurance expertise that has been proven.
  • Proactive
  • Building strong working relationships with sales teams and brokers was a success.
  • Focused on customer service
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Bringing 15 years of related experience, as well as a commitment to personal growth and achievement.
  • Deadline-driven
  • Motivated individual.

Accomplishments

  • Assisted senior management in accurately forecasting quarterly revenue growth, providing projections within 74% of actual figures.
  • Closed high-net-worth client deals by creating personalized contract negotiations, resulting in $13 in new revenue.
  • Documented and resolved procedure which led to standard.
  • Reinforced strategic partnerships, leading to a 23% growth in client referrals over one year.
  • Streamlined internal operations, reducing administrative processing time for client cases by 48%.
  • Managed $14 book of business.
  • Reduced client acquisition costs by 67% through the implementation of an automated lead-generation system.
  • Directed high-stakes contract negotiations, closing key deals valued at $8 in total.
  • Coordinated a multi-channel communication approach, increasing client engagement rates by 53%.
  • Utilized customer feedback to iterate service offerings, increasing overall customer satisfaction by 59%.

Affiliations

  • Certified Professional Salesperson (CPSP)
  • National Association of Social Workers
  • Digital Marketing Institute Professional Certification
  • Agent Leadership Council (ALC) Member
  • Chartered Property Casualty Underwriter (CPCU)
  • International Association of Agents and Brokers (IAAB)
  • Project Management Professional (PMP) Certification
  • Certified Customer Experience Professional (CCXP) Holder
  • Customer Service Institute of America (CSIA)
  • Freemason

Certifications

  • Certified Events Manager (CEM) by Meeting Professionals International (MPI)
  • Negotiation Mastery Certification by Harvard Online
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Certified Professional in Sales Management (CPSM) by the Sales Force Academy
  • Lean Six Sigma Green Belt Certification by Harbor & Co. - 2020
  • HubSpot Sales Software Certification - 2023
  • Emotional Intelligence Sales Professional (EISP) Certification by SalesFuel Academy
  • Certified Business Analysis Professional (CBAP)
  • Certified Manager of Customer Contact (CMCC) - RCCSP Professional Education Alliance

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