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Skills

  • Business Development
  • Shipping method determination
  • Award-winning sales professional
  • Stored goods retrieval
  • Communications
  • Lead generation
  • Risk management
  • Sales pipeline development
  • Contract negotiation
  • Business operations

Work Experiences

  • Called 18 potential customers per day to increase my customer base.
  • Identified
  • Kept track of everything.
  • Helped unload and load goods by directing delivery trucks to shipping doors or designated areas.
  • Managed
  • Applications, payments, corrections, endorsements, and cancellations were all handled by me.
  • Did some research.
  • Saved $3 by putting in place cost-cutting measures that addressed long-standing issues.
  • Solved
  • Made a proposal

Summaries

  • Follows directions and picks up new skills quickly.
  • Independent Agent with 15 years of successful budget management and cross-functional collaboration experience.
  • To increase revenue and meet sales goals, a client-focused Insurance Sales Agent is successful at developing leads and analyzing market trends.
  • Independent Agent is eager to bring 12 years of experience and expertise in process improvement insurance to a growing agency.
  • Versatile
  • Focused on customer service
  • Innovative
  • As an Intern, I'm an ambitious Insurance student looking for hands-on experience in data analysis underwriting.
  • Ambitious
  • Pragmatic

Accomplishments

  • Collaborated with team of 10 in the development of metric.
  • Approved policies up to $3.
  • Secured key partnerships with high-net-worth clients, increasing total assets under management by more than $15.
  • Received the “All-Star Award” for earning $14 in commissions and securing $16 million in life insurance sales.
  • Negotiated 6% reduction in policy rates on behalf of corporate clients while safeguarding favorable coverage terms.
  • Partnered with marketing team to develop a targeted consumer outreach plan, fostering a 28% increase in corporate account acquisition.
  • Sustained client relationships through strategic networking efforts, achieving a 78% growth in referrals within 2016.
  • Expanded business portfolio by 6 new clients within 6 months months by leveraging cold calling, email prospecting, and digital networking.
  • Revitalized underperforming territories, driving a 26% increase in year-over-year sales within 14 months.
  • Built and executed social media engagement strategies, raising brand awareness and achieving 74% follower growth in three years.

Affiliations

  • Insurance Information Institute (III)
  • Society of Human Resource Management
  • Freemason
  • National Insurance Crime Bureau (NICB)
  • National Association of Independent Life Brokerage Agencies (NAILBA)
  • American Medical Informatics Association
  • International Association of Administrative Professionals
  • National Underwriter Co.
  • National Association of Health Underwriters (NAHU)
  • American Society of Safety Professionals

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Chartered Life Underwriter (CLU)
  • Life and Health Insurance License
  • Commercial Lines Coverage Specialist (CLCS)
  • Medicare Supplement Specialist Certification
  • Agency Operations Management Certification
  • Small Business Insurance Certification
  • Insurance Industry Software Certification for Jira
  • Property and Casualty Insurance License
  • CompTIA Network+

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