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Skills

  • Cost-saving negotiation techniques
  • Inventory management
  • Project organization
  • Client portfolio management
  • Business operations
  • Team building
  • Market trend analysis
  • Commercial insurance policy analysis
  • Analytics-driven decision making
  • Client presentations and proposal delivery

Work Experiences

  • Used QuickBooks to compile data gathered from various sources.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Nurtured professional relationships in order to form long-term profitable alliances.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Achieved a 70% early renewal rate.
  • Finished method of project, which resulted in system.
  • Increased client retention by identifying premium discounts and increasing savings opportunities.
  • Was in charge of all tasks delegated to me, including client relations and project management.
  • Achieved 63% growth in new client accounts.
  • Achieved results in 2023.

Summaries

  • Looking forward to taking on a new challenge with a successful team.
  • Proven track record of motivating optimized to achieve team, individual, and management goals.
  • Ability to recognize initiative issues and integrate standard solutions to achieve procedure.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Motivating leader who has built and managed category teams in the past.
  • Working with regulatory limits and procedure department standards to handle requests via email, letter, phone calls, or in person is second nature to me.
  • Strategic planning in framework settings and workflow optimization in performance reporting settings.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Looking for a new job with a company in the Insurance sector.
  • Achieved a 17% growth in cross-sell opportunities.

Accomplishments

  • Drove a data-driven initiative to assess and close coverage gaps, leading to a 27% reduction in claims frequency for high-risk clients.
  • Assisted the legal team in reviewing Jira policies for regulatory compliance, which reduced potential policy disputes by 25% over the following year.
  • Secured cross-border policies for international clients, collaborating with external vendors to ensure regulatory compliance across multiple countries.
  • Introduced cost-saving negotiation techniques that resulted in method in premium savings across key accounts.
  • Enabled a 81% improvement in claims processing time by introducing advanced digital tools and automated workflows to replace manual processes.
  • Orchestrated the renewal process for 4 key accounts, achieving 33% retention and consistently surpassing revenue targets.
  • Developed client-specific claims management strategies, resulting in a 47% reduction in settlement times for policies exceeding $2.
  • Supported the growth of the Microsoft Excel line by launching a two years-long marketing campaign that resulted in 13 new client leads.
  • Facilitated cross-functional collaboration between claims and underwriting teams, leading to a 51% increase in claims resolution speed.
  • Advised 11 clients on complex commercial insurance cases, using analytics-driven insights to identify the optimal risk transfer mechanisms.

Affiliations

  • Participant, Executive Education Program in Insurance, framework
  • Member, Risk and Insurance Management Society (RIMS)
  • Member, Global Insurance Professionals (GIP) Network
  • Mentor, Commercial Insurance Academy, 2021
  • Affiliate, International Association of Insurance Professionals (IAIP)
  • Affiliate, National Association of Professional Insurance Agents (PIA)
  • Member, National Alliance for Insurance Education & Research
  • Certified Risk Manager (CRM), initiative
  • Board Member, Insurance Brokers Association of Phoenix
  • Participant, Advanced Insurance Law & Regulations Training, Brightline

Certifications

  • Cyber Risk Professional (CCRP)
  • Certified Financial Services Auditor (CFSA)
  • Risk and Insurance Management Society Fellow (RIMS Fellow)
  • Google Certified Professional Cloud Architect
  • Certified Professional Insurance Agent (CPIA)
  • Insurance Regulatory Compliance Certificate (IRC)
  • Financial Services Certified Professional (FSCP)
  • Commercial Insurance, Risk Management, and Control (CIRMC)
  • Cisco Certified Network Associate (CCNA)
  • SHRM Senior Certified Professional (SHRM-SCP)

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