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Skills

  • Proposal development
  • Influencing business growth
  • Territory Sales Experience
  • Skilled negotiator
  • Marketing expertise
  • Medical terminology knowledge
  • Financial analysis
  • Sales lead pipeline monitoring
  • Complaint resolution
  • Regulatory compliance understanding

Work Experiences

  • Facilitated process orders and ensured that they were completed accurately in order to meet tight deadlines.
  • Updated information by conducting annual reviews of existing policies.
  • Provided primary customer support to internal and external customers in a fast-paced environment.
  • Ensure that customers and internal departments are properly communicated with.
  • Contributed to $3 in annual store sales per 18 months.
  • Was quick to respond to potential customers' questions and requests.
  • Continually improved my sales abilities and product knowledge in order to provide excellent service and meet quotas.
  • All agency commissions were collected, analyzed, and validated by me.
  • Offered knowledgeable advice to clients when it came to selecting commercial insurance products that met their needs.
  • Handled over 18 calls per shift, including new customer sign-ups, data retrieval, product presentations, and service cancellations.

Summaries

  • Business development strategy and marketing initiatives are something I'm very familiar with.
  • Commercial Lines Account Manager proactive with experience in providing support and resolving customer complaints.
  • Motivated to address customer concerns directly and efficiently, develop proactive solutions, and implement corrections quickly.
  • Licensed Broker with 10 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.
  • Highly adept at managing high-value portfolios and retaining clients.
  • Worker with a strong understanding of program organization and procedure product issues.
  • Very knowledgeable about Jira, as well as system competitors and offerings.
  • Facilitate positive experiences by providing excellent customer service and quickly resolving complaints and issues.
  • With extensive experience in the process industry, I am a knowledgeable and dedicated customer service professional.
  • Metric Insurance Agent with superior performance reporting and team leadership abilities.

Accomplishments

  • Managed $10 book of business.
  • Spearheaded automation of policy document generation using Workday, reducing manual errors by 43%.
  • Exceeded sales targets by 54% by aligning insurance product offerings with regulatory changes and market trends.
  • Developed comprehensive risk analysis reports for clients, influencing an overall premium reduction of $14 while maintaining optimal coverage.
  • Developed and launched client satisfaction initiatives to improve service delivery, which resulted in a net promoter score (NPS) increase of 11 points.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Negotiated with insurance carriers to expand client coverage options, resulting in a 47% increase in available policy endorsements.
  • Delivered compliance training sessions for 18 clients and staff, achieving a certification pass rate of 71%.
  • Resolved product issue through consumer testing.
  • Launched initiatives to streamline claims processes, reducing average claims resolution times by 19% and improving client satisfaction.

Affiliations

  • Insurance Professionals Technical Association (IPTA)
  • Insurance Professionals of Georgia
  • Community Insurance Associations of the Southwest
  • National Association of Professional Insurance Agents (PIA)
  • Risk and Insurance Management Society (RIMS)
  • National African-American Insurance Association (NAAIA)
  • Certified Insurance Service Representatives (CISR)
  • Jaycees
  • Project Management Institute
  • Freemason

Certifications

  • AMCL - Advanced Management for Commercial Lines by procedure
  • Advanced Personal Lines by process
  • CRM - Certified Risk Manager by process
  • CLSS - Commercial Lines Sales Specialist by process
  • ACSR - Commercial Lines Designation by standard
  • Cisco Certified Internetwork Expert (CCIE)
  • Microsoft Certified Systems Engineer (MCSE)
  • AMIM - Associate in Marine Insurance Management, The Institutes
  • CISR - Certified Insurance Service Representative by Cedar Works
  • Chartered Life Underwriter (CLU)

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