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Skills

  • Process improvement
  • Data entry
  • Workflow Optimization
  • Client needs assessment
  • Supervision
  • Presentation and public speaking
  • Cross-selling Strategies
  • Team management
  • System equipment
  • Claims reporting systems

Work Experiences

  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Oversaw the delivery of program project by procedure team, which resulted in process.
  • Saved $3 by putting in place cost-cutting measures that addressed long-standing issues.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Acquired 14 new clients.
  • Arranged client workshops to provide information on policy alterations and updates, resulting in a 65% rise in policy upgrades.
  • Built trust with at-risk clients.
  • Achieved a 45% lead increase via online platforms.
  • Advised clients on long-term healthcare and life insurance portfolios, achieving compliance with their financial goals, leading to a 24% boost in renewals.
  • Consulted for clients in high-risk health categories.

Summaries

  • Collaborated with underwriting and internal departments to expedite policy approvals, reducing turnaround times by 7 days and improving client satisfaction.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Boosted policy inquiries by 83%.
  • Built strong relationships with businesses and individuals alike, cultivating trust and driving a 49% increase in policyholder retention rates.
  • Collaborative and proactive Health Life Insurance Agent with in-depth knowledge of the industry, fostering strong partnerships and business growth in the Northeast.
  • Awarded for excellence in insurance sales.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Addressed coverage concerns.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Acquired 7 new clients.

Accomplishments

  • Collaborated with cross-functional teams to customize insurance products, leading to an increase of 67% in new clients.
  • Developed targeted marketing plan for specialized health and life insurance products, driving an increase of 30% in qualified leads.
  • Improved payroll deduction and billing processes, reducing client billing errors by 80% and increasing operational efficiency.
  • Designed referral programs that boosted inbound lead generation by 25% while increasing total sales volume of both health and life insurance policies.
  • Led initiative to develop client retention programs, resulting in increasing renewals by 23% year-over-year.
  • Drew upon data analytics to identify underserved markets within Chicago, resulting in a 10% policy sale increase.
  • Used metric to process health and life claims, reducing processing time by 71% within two years.
  • Improved customer retention rate by 28% through implementation of consistent follow-up procedures and personalized engagement strategies.
  • Operated as a point of escalation, handling complex claims that led to a 42% resolution success rate within three years.
  • Collaborated with team of 3 in the development of method.

Affiliations

  • Million Dollar Round Table (MDRT) - Achieved membership by surpassing a specific threshold of life insurance and financial planning sales.
  • American Medical Informatics Association
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • International Council of Nurses
  • International Association of Administrative Professionals
  • Association for Advanced Life Underwriting (AALU) - Accelerating advanced skills in life insurance management and participating in legislative advocacy.
  • Toastmasters
  • Freemason
  • Certified in Long-Term Care (CLTC) - Specialized designation indicating proficiency in long-term care solutions for insured clients.

Certifications

  • Certified Insurance Service Representative (CISR) – category
  • Certified Public Accountant
  • Life and Health Insurance License (State Department of Insurance)
  • Medicare Supplement Accredited Advisor (MSAA) - metric
  • Salesforce
  • Customer Service for Insurance Professionals (CSIP) - LOMA
  • Certified Employee Benefits Specialist (CEBS) - International Foundation of Employee Benefit Plans (IFEBP)
  • Self-Funding Certification - National Association of Health Underwriters (NAHU)
  • Certified Insurance Wholesaler (CIW) - The American College of Financial Services
  • CompTIA Security+

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