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Skills

  • Multi-Task Management
  • Analyzing data
  • Renewing policies
  • Influencing business growth
  • Strategic sales knowledge
  • Regulatory compliance understanding
  • Key holder experience
  • Loss prevention
  • Medical terminology knowledge
  • Complex problem-solver

Work Experiences

  • Managed accounts in the Boston market with a $4 territory size.
  • Promoted ancillary products to 10 existing and new customers each month.
  • Made changes to both manual and electronic billing procedures.
  • Updated information by conducting annual reviews of existing policies.
  • Used a POS system to itemize and total the purchases of 2 customers.
  • Met with 13 existing and prospective clients to help them choose the right insurance policies every week.
  • Educated employees on company procedures and services.
  • Kept revenue streams alive by employing strong communication and negotiation skills and, as a last resort, offering refunds to keep customers happy.
  • Kept track of cash drawers in multiple checkout stations and ensured that there was enough cash on hand.
  • Analyzed customer data to identify problems, develop potential solutions, and ensure high-quality service.

Summaries

  • ServiceNow expert with 8 years of experience in related roles.
  • Knowledgable in a variety of design and testing methodologies.
  • Capable of detecting and resolving issues, promoting new products, and exceeding sales targets.
  • Dedicated to meeting and exceeding method objectives through effective communication and framework abilities.
  • Demonstrate knowledge of insurance products, services, and customer interactions.
  • Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate initiative systems is one of my specialties.
  • Successfully identified and resolved challenges while promoting company products and maintaining loyal, satisfied customers.
  • Highly adept at managing high-value portfolios and retaining clients.
  • Top-producing salesperson and industry expert in Insurance.
  • Proven leader with a track record of providing excellent customer service, as evidenced by 17 years of experience.

Accomplishments

  • Exceeded sales targets by 54% by aligning insurance product offerings with regulatory changes and market trends.
  • Negotiated with insurance carriers to expand client coverage options, resulting in a 47% increase in available policy endorsements.
  • Built lasting relationships with 3 top clients by crafting custom risk management strategies and increasing long-term client retention by 32%.
  • Partnered with cross-functional teams to review, endorse, and adjust over 7 policies, ensuring smooth renewals and compliance with local regulations.
  • Developed comprehensive risk analysis reports for clients, influencing an overall premium reduction of $14 while maintaining optimal coverage.
  • Achieved a 41% upsell conversion rate by effectively communicating policy benefits and identifying additional coverage opportunities.
  • Managed a commercial insurance book of business valued at $8, providing tailored solutions for businesses spanning Insurance sectors.
  • Secured $5 in additional revenue by identifying cross-sell opportunities in property, casualty, and general liability insurance.
  • Increased sales 9% over several months.
  • Received the “All-Star Award” for earning $16 in commissions and securing $2 million in life insurance sales.

Affiliations

  • Risk and Insurance Management Society (RIMS)
  • Independent Industry Ethics Working Group
  • Community Insurance Associations of the Southwest
  • Commercial Lines Producers' Club
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Freemason
  • Toastmasters
  • Association for Supply Chain Management (APICS)
  • Latin American Association of Insurance Agencies (LAAIA)
  • National Association of Insurance Women (NAIW)

Certifications

  • CompTIA Security+
  • Certified Public Accountant (CPA)
  • Associate in Reinsurance (ARe) by The Institutes
  • Insurance Service Representatives (ISR) Certification by standard
  • AIC - Associate in Claims by The Institutes
  • Microsoft Certified Systems Engineer (MCSE)
  • Small Business Coverage Specialist (SBCS) Certification by initiative
  • SHRM Senior Certified Professional (SHRM-SCP)
  • ACSR - Accredited Customer Service Representative by Summit Group
  • Cisco Certified Network Associate (CCNA)

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