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Skills

  • Weekly Payroll
  • Finance background
  • Risk management
  • Client relations expert
  • Analyzing data
  • Cross-functional team leadership
  • Team management
  • Financial analysis
  • Tax preparation
  • Sales presentations

Work Experiences

  • Had an excellent attendance record and was always on time for work.
  • Met with 11 existing and prospective clients to help them choose the right insurance policies every week.
  • Met with an average of 14 walk-in policyholders to address and resolve complaints.
  • Achieved results within three years.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved 27% growth in new clients.
  • Looked for industry trends on social media and through online sources.
  • Made changes to both manual and electronic billing procedures.
  • Solved category issues, improved operations, and provided excellent customer service.
  • Calculated quotes and provided information on insurance options to potential clients.

Summaries

  • Customer-focused Sales Representative with 2 years of experience solving problems for clients.
  • Team-oriented and skilled at forming high-performing groups.
  • Commercial Underwriter is a multi-talented Commercial Underwriter who is consistently rewarded for planning and operational improvements.
  • Through comprehensive analysis, policy negotiation, and service delivery, I am well-versed in insurance laws and have had success in mitigating risk and controlling loss.
  • Expertise in sales and marketing
  • Licensed Broker with 17 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.
  • Design and development of successful process embedded software applications in the past.
  • Top-producing salesperson and industry expert in Insurance.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Redesigning policies and procedures to resolve inconsistencies and prevent future occurrences was a success.

Accomplishments

  • Represented
  • Integrated
  • Resolved product issue through consumer testing.
  • Ensured
  • Guided
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Developed
  • Established
  • Design: Responsible for creative design for prominent initiative.
  • Received the “President’s Club” award for 17 consecutive years for outstanding sales performance.

Affiliations

  • Freemason
  • Real Estate Finance and Investment Society
  • International Credit & Risk Management (ICRM)
  • International Council of Nurses
  • National Alliance for Insurance Education & Research (CIC Program)
  • Chartered Property Casualty Underwriters (CPCU) Society
  • Society for Financial Services Professionals (FSP)
  • Financial Services Institute (FSI)
  • International Risk Management Institute (IRMI)
  • Association of Corporate Treasurers (ACT)

Certifications

  • Associate in Commercial Underwriting (AU)
  • Project Management Professional (PMP)
  • CompTIA A+ Technician
  • Category license
  • Certified Public Accountant
  • Salesforce
  • Certified Credit Risk Manager (CCRM)
  • First Aid/CPR Certified
  • CompTIA Network+
  • Life Underwriting Training Council Fellow (LUTCF)

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