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Skills

  • Budgeting and finance
  • Operational improvement
  • Skilled in Jira
  • Process improvement
  • Client assessment and analysis
  • Materials preparation
  • Organization
  • Clerical support
  • Customer service
  • Process implementation

Work Experiences

  • Answered 6 calls per several months to help customers with their questions and concerns.
  • Effectively controlled the release of proprietary and confidential information for general client lists.
  • Conducted agent and claimant interviews to review questionable claims to correct omissions and errors.
  • Examined claim forms and other records to determine insurance coverage.
  • Recommendation
  • Transported SAP to the past year customer locations.
  • Looked into and assessed property damage, as well as reviewing property damage estimates.
  • Started it.
  • Installed, tested, and maintained alarm systems to ensure that they worked properly.
  • Quickly identified problems and alerted Independent Insurance Agent to any potential project delays.

Summaries

  • Ability to complete tasks accurately despite interruptions and competing demands has been demonstrated.
  • Adaptive quality assurance specialist who uses cutting-edge methods and techniques to boost productivity, customer satisfaction, and profits.
  • Review documentation and assess properties efficiently to determine damage levels, complete cost estimates, and maintain liability control.
  • Customer service specialist with 10 years of initiative experience who is dedicated and detail-oriented.
  • Customer-focused, strategic-thinking salesperson with more than 20 years of experience in developing relationships, cultivating partnerships, retaining top accounts, and expanding profit channels.
  • Dependable
  • Focused on customer service
  • Valuable and hardworking employee with a track record of converting cold calls into profitable sales relationships.
  • For future mailings and newsletters, the database has been updated with updated addresses and other alumni contact information.
  • Independent Insurance Agent with 2 years of successful vendor management and workflow optimization experience.

Accomplishments

  • Revamped existing policyholder portfolios, boosting total annual premiums by $15 and lowering client churn by 15%.
  • Successfully designed and implemented marketing strategies, resulting in a 18% uptick in new referrals from existing clients.
  • Expanded top-tier premium clients by delivering bespoke insurance plans that drove a 56% surge in high-value policy acquisitions.
  • Consulted with 16 prospective clients, facilitating informed decisions that led to the adoption of high-benefit annuity products.
  • Closed high-value insurance deals leveraging procedure, boosting annual premiums by $15, recognized with Top Performer in 2019.
  • Facilitated client engagement seminars, achieving a client conversion rate of 77% from educational event attendees.
  • Streamlined client documentation processes, reducing time to issuance by 9 days, resulting in 58% quicker policy activation.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with regional businesses to tailor commercial insurance packages, growing local market share by 59% in 2022.
  • Collaborated with team of 11 in the development of program.

Affiliations

  • Young Insurance Professionals (YIP) Association
  • Society of Human Resource Management
  • International Council of Nurses
  • LinkedIn Strategic Insurance Leads Group
  • International Association of Administrative Professionals
  • Certified Risk Manager (CRM) designation
  • Risk and Insurance Management Society (RIMS)
  • Certified Insurance Counselor (CIC) designation
  • National African-American Insurance Association (NAAIA)
  • American Medical Informatics Association

Certifications

  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Associate in Claims (AIC)
  • Accredited Customer Service Representative (ACSR)
  • FINRA Series 7 License
  • Cisco Certified Network Associate (CCNA)
  • Associate in Surplus Lines Insurance (ASLI)
  • Senior Professional in Insurance Risk Management (SPIRM)
  • Project Management Professional (PMP)
  • Health Insurance Associate (HIA)
  • Chartered Property Casualty Underwriter (CPCU)

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