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Skills

  • Implementation of CRM systems
  • Email marketing
  • Adoption of digital tools for efficiency
  • Claims Process Optimization
  • Team management
  • Client engagement and retention optimization
  • Customer follow-up
  • Competitor benchmarking
  • Digital transformation in policy processing
  • Operational improvement

Work Experiences

  • Advised C-level executives on risk management policies.
  • Analyzed the needs of customers and recommended the best options for them, upselling products and services.
  • Improved operational efficiencies by researching problems and resolving issues quickly.
  • Developed insurance cross-selling opportunities in collaboration with process.
  • Finished method of project, which resulted in system.
  • Working with team members and customers to find workable solutions improved operations.
  • Achieved a 70% faster resolution time.
  • Management recognized me for providing outstanding customer service.
  • Achieved a 66% increase in client renewals.
  • Achieved results in 2023.

Summaries

  • Commercial Insurance Broker and team leader with 3 years of experience in category settings.
  • Achieved a client retention rate of 27%.
  • Knowledge of Workday in depth, as well as client relations and workflow optimization abilities.
  • Connecting with business customers to meet account needs, drive growth, and increase retention is a strength.
  • Expert in category with a strong aptitude for coordinated and launched.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Looking for a new job with a company in the Insurance sector.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Achieved comprehensive risk coverage for clients.
  • Capable of recognizing and resolving issues while promoting new products and meeting sales targets.

Accomplishments

  • Developed client-specific claims management strategies, resulting in a 47% reduction in settlement times for policies exceeding $2.
  • Led risk assessment workshops, training 10 employees across multiple teams on best practices for managing client portfolios.
  • Enabled a 81% improvement in claims processing time by introducing advanced digital tools and automated workflows to replace manual processes.
  • Initiated data-driven client risk assessments that enhanced underwriting decisions and decreased insurance costs by 56%.
  • Successfully mitigated underinsurance risks for multiple high-net-worth clients by conducting thorough policy reviews, leading to a 24% increase in policy upgrades.
  • Devised innovative digital transformation strategies that streamlined policy documentation processes, reducing administrative time by 60% hours per week.
  • Managed a portfolio worth approximately $14 in annual premiums, driving a 29% increase in renewal retention through tailored coverage solutions.
  • Secured cross-border policies for international clients, collaborating with external vendors to ensure regulatory compliance across multiple countries.
  • Partnered with internal legal and compliance teams to ensure all policies adhered to both state and federal guidelines, minimizing potential liability risks.
  • Collaborated with underwriters to successfully develop risk mitigation strategies for high-value clients, resulting in a 34% reduction in premium rates.

Affiliations

  • Active Member, BrokersLink Global Alliance
  • Affiliate, National Association of Professional Insurance Agents (PIA)
  • Affiliate, International Association of Insurance Professionals (IAIP)
  • Member, National Alliance for Insurance Education & Research
  • Affiliate, American Association of Managing General Agents (AAMGA)
  • Participant, Advanced Insurance Law & Regulations Training, Brightline
  • Affiliate Member, The Council of Insurance Agents & Brokers (CIAB)
  • Mentor, Commercial Insurance Academy, 2021
  • Liaison, Business Insurance Litigation Committee, 2015
  • Member, Risk and Insurance Management Society (RIMS)

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Cyber Risk Professional (CCRP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Public Accountant (CPA)
  • CompTIA Security+
  • Associate in Risk Management (ARM)
  • Certified Ethical Insurance Agent (CEIA)
  • Licensed Risk Manager metric
  • Financial Services Certified Professional (FSCP)
  • Chartered Property Casualty Underwriter (CPCU)

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