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Skills

  • Production-oriented
  • Internal auditing
  • Communications
  • Relationship development
  • Client relations expert
  • Business operations
  • Active Property and Casualty Insurance License with the Colorado Department of Insurance
  • Organized
  • Excellent communication skills
  • CRM Systems

Work Experiences

  • Contributed ideas and provided constructive feedback at weekly sales and training meetings.
  • Had an excellent attendance record and was always on time for work.
  • Achieved within the first three years.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • All agency commissions were collected, analyzed, and validated by me.
  • Dealt with an average of 10 customer inquiries and complaints each week.
  • Was a role model for excellent customer service and diagnostic sales techniques.
  • Met with potential customers and business owners in homes, businesses, and other settings.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Oversaw the delivery of framework project by metric team, which resulted in framework.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Commercial Underwriter provides excellent customer service by accurately assessing client needs and recommending the most appropriate policies and products.
  • Commercial Underwriter is a multi-talented Commercial Underwriter who is consistently rewarded for planning and operational improvements.
  • Looking for a job that will provide me with new challenges as well as opportunities for career growth and advancement.
  • Licensed Insurance Broker with extensive experience in property and automobile insurance.
  • Highly organized and capable of managing large workloads.
  • Customer-focused Sales Representative with 2 years of experience solving problems for clients.
  • Persuasive Insurance Broker with over 2 years of experience in business sales and life and health insurance.
  • Among his accomplishments is the creation of a program app for use in the system industry.
  • Negotiator and salesperson with a lot of guts.

Accomplishments

  • Collaborated with the claims team to identify underwriting gaps in metric, lowering overall claims costs by $71,000.
  • Conducted quarterly portfolio audits on middle-market clients, revealing $$80,000 in hidden risks and implementing corrective actions.
  • Collaborated with team of 15 in the development of framework.
  • Initiated
  • Advised
  • Prepared
  • Identified
  • Documented and resolved category which led to process.
  • Guided
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.

Affiliations

  • Jaycees
  • American Society of Safety Professionals
  • Mortgage Credit Availability Index (MCAI)
  • Freemason
  • Mortgage Bankers Association (MBA)
  • Association for Supply Chain Management (APICS)
  • Association of Financial Professionals (AFP)
  • American Society of Appraisers (ASA)
  • Institute of Risk Management (IRM)
  • Financial Services Institute (FSI)

Certifications

  • International Certificate in Financial Services Risk Management (FSRM)
  • Certified Financial Analyst (CFA)
  • First Aid/CPR Certified
  • Category license
  • Commercial Lending Certification (CLC), system
  • Project Management Professional (PMP)
  • Chartered Life Underwriter (CLU)
  • Microsoft Certified Systems Engineer (MCSE)
  • Regulatory Compliance Certification (RCC), Brightline
  • Certified Insurance Data Analyst (CIDA)

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