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Skills

  • Risk management
  • Procedure equipment
  • Driven
  • Cargo unloading
  • Analytical
  • First Aid/CPR
  • Sales pipeline development
  • Loss protection
  • Risk assessment and mitigation
  • Budgets

Work Experiences

  • Reduced
  • Applications, payments, corrections, endorsements, and cancellations were all handled by me.
  • Kept track of everything.
  • Was in charge of policy renewals.
  • Completed and maintained all types of personal lines insurance policies within the agency.
  • Managed
  • Raised the stakes.
  • Ensured
  • Looked at import and export documents to figure out what was in the cargo and then classified the items into different tariff or fee groups.
  • Answered 4 calls per one year to help customers with their questions and concerns.

Summaries

  • Independent Agent with 15 years of successful budget management and cross-functional collaboration experience.
  • Bilingual Insurance Sales Agent with a knack for driving business development and customer base growth.
  • Independent Agent is eager to bring 12 years of experience and expertise in process improvement insurance to a growing agency.
  • Versatile
  • With hands-on experience in data analysis, data entry, and file processing and management, I'm well-versed in risk management.
  • Excellent skills in bookkeeping, cold calling, and warm calling.
  • As an Intern, I'm an ambitious Insurance student looking for hands-on experience in data analysis underwriting.
  • Workday and Microsoft Excel are both Salesforce proficient.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Independent Agent with experience reviewing, classifying, coding, and rating insurance applications for program.

Accomplishments

  • Analyzed competitive market data to inform strategic decisions, leading to a revenue growth of 23% over 12 months months.
  • Generated new business opportunities through digital marketing campaigns resulting in 67% growth in lead generation and conversion rates.
  • Managed and closed 6 sales transactions valued at more than $11, maintaining a 40% client satisfaction rate.
  • Built and executed social media engagement strategies, raising brand awareness and achieving 74% follower growth in three years.
  • Negotiated 6% reduction in policy rates on behalf of corporate clients while safeguarding favorable coverage terms.
  • Developed custom coverage solutions for high-net-worth clients, resulting in a 82% increase in policy renewals annually.
  • Developed and maintained strong relationships with underwriters, resulting in a 29% faster policy approval turnaround.
  • Managed successful client acquisition campaigns that increased company’s market share by 46% in the the Northeast region.
  • Expanded business portfolio by 6 new clients within 6 months months by leveraging cold calling, email prospecting, and digital networking.
  • Secured key partnerships with high-net-worth clients, increasing total assets under management by more than $15.

Affiliations

  • American Society of Safety Professionals
  • National Association of Professional Financial Advisors (NAPFA)
  • Society of Actuaries (SOA)
  • Financial Planning Association (FPA)
  • Certified Insurance Counselor (CIC) – National Alliance
  • Toastmasters
  • Professional Liability Underwriting Society (PLUS)
  • National Association of Professional Insurance Agents (PIA)
  • Freemason
  • Chartered Life Underwriter (CLU) Designation

Certifications

  • Small Business Insurance Certification
  • Certified Insurance Counselor (CIC)
  • Associate in Risk Management (ARM)
  • Life Underwriter Training Council Fellow (LUTCF)
  • National Insurance Producer Registry (NIPR) Certification
  • Certified Public Accountant
  • Life and Health Insurance License
  • Association for Project Management (APM)
  • Professional Risk Manager (PRM)
  • CompTIA Network+

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Rachel B.Applying for grad programs.

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Sheila J.Helped me get my first job!

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Jen P.I'll be back!

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Stacy E.Affordable price.

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WhitneyFriendly support.

I found this super easy to use and made creating a resume fun and easy and their support was very friendly.

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