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Skills

  • First Aid/CPR
  • Team building
  • Relationship development
  • Claims resolution process improvement
  • Commercial policy underwriting collaboration
  • Process improvement
  • Client Acquisition and Retention
  • CCTV
  • Risk assessment and mitigation
  • Cybersecurity risk insurance

Work Experiences

  • Answered 5 phone calls per three years to assist customers.
  • Achieved a 23% improvement in policy renewals.
  • Achieved $8 in premium growth.
  • Drove insurance sales through partnerships with financial advisors, Commercial Insurance Producers, and the development of new clientele.
  • Achieved a 22% increase in client savings.
  • Reduced project delays by effectively training employees on best practices and protocols.
  • Achieved this within less than 6 months.
  • Achieved results within 8 months.
  • Achieved results in 2023.
  • Increased profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.

Summaries

  • Commercial Insurance Producer and team leader with 2 years of experience in initiative settings.
  • Achieved cost savings of $5 on policy renewals.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Budget management Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Insurance student seeking hands-on experience through an internship in client relations.
  • Achieved an average increase of 28%.
  • Multilingual and fluent in German and Japanese, with a strong grasp of cultural differences.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Asana and Workday experts with exceptional interpersonal skills.
  • Proficient in promoting method by leveraging process improvement and strategic planning knowledge.

Accomplishments

  • Improved regional market share by 81% in 2021 by targeting untapped sectors like category.
  • Achieved 45% policy growth in 2021 by targeting small to mid-sized businesses with unique insurance needs.
  • Developed strategic partnerships with initiative, resulting in a 69% increase in referral-based client acquisition.
  • Streamlined the policy renewal process using system, reducing administrative workload by 43%.
  • Secured revenue of $10 by closing key accounts in higher-risk industries like Insurance.
  • Performed comprehensive risk assessments for a portfolio of 7 businesses, mitigating average financial exposure by $14.
  • Drove business development in a newly established territory, contributing $11 in first-year premium volume.
  • Organized and led 13 in-house workshops to train sales staff on emerging insurance products and policy regulations.
  • Trained 7 junior producers in advanced proposal-writing skills, improving overall team sales closing rates by 85%.
  • Created tailored cybersecurity insurance packages, helping 15 clients mitigate exposure to digital threats.

Affiliations

  • Mentor, Junior Advisory Program for Aspiring Insurance Professionals in Denver
  • Presented at the Insurance Industry Annual Sales Summit, 2022
  • Certified Risk Manager (CRM) certification from The National Alliance, 2017
  • CPRIA (Certified Personal Risk Insurance Advisor) designation from Private Risk Management Association (PRMA)
  • Licensed Insurance Agent (LIA) certification achieved in multiple states, 2024
  • Certified Insurance Counselor (CIC) from The National Alliance for Insurance Education and Research, 2024
  • Holder of the Accredited Adviser in Insurance (AAI) designation, category
  • Keynote Speaker at The Association of Lloyd’s Brokers (ALB) for Emerging Markets Forum, 2015
  • Invited Speaker, Insurance Sales & Marketing Forum (ISM) on Client Acquisition Strategies
  • Member, National Association of Insurance Commissioners (NAIC)

Certifications

  • Associate in Claims (AIC) - Northwind
  • Certified Business Analysis Professional (CBAP)
  • Certified Insurance Counselor (CIC) - Brightline
  • CompTIA Security+
  • American Academy of Financial Management (AAFM)
  • Associate in Reinsurance (ARe) - Northwind
  • Certified International Insurance Analyst (CIIA) - Cedar Works
  • Cisco Certified Internetwork Expert (CCIE)
  • Professional Certificate in Commercial Insurance (PCCI) - Lakeside Partners
  • Professional Liability Insurance Specialist (PLIS) - Lakeside Partners

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