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Skills

  • Quotes and sales
  • Dinner service planning
  • Project organization
  • Inspection reviews
  • Claims reporting systems
  • Risk management processes and analysis
  • Pricing tool development
  • Data entry
  • Health insurance
  • Food preparation

Work Experiences

  • Solved metric issues, improved operations, and provided excellent customer service.
  • Achieved 41% growth in sales.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Assisted clients in filing and resolving claims that saved them over $8 in unnecessary fees and expediting claims resolution by 18 days.
  • Collaborated closely with external partners and members of the community to develop a steady stream of client referrals.
  • Implemented marketing strategies that resulted in a 12% increase in the number of customers.
  • Returned customer calls within 17 hours, resolving issues and answering questions quickly.
  • Conducted an initial client assessment and analysis to begin the research process.
  • Examined departmental documents to determine how they should be distributed and filed.
  • Double-checked the data's accuracy and integrity.

Summaries

  • Assessed individual and business insurance needs effectively.
  • Accomplished at reducing client risks.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.
  • Strengths in project management and process improvement backed up by Insurance training.
  • Analyzed competitor pricing.
  • Accomplished in managing a premium portfolio exceeding $14, with a renewal rate of 26% across all insurance product lines. Adept at guiding clients through risk management strategies.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Achieved a 57% renewal rate.

Accomplishments

  • Developed
  • Collaborated with team of 8 in the development of program.
  • Resolved
  • Ensured
  • Proposed
  • Analyzed client portfolios and identified opportunities to lower premium costs by 75%, enhancing overall client profitability.
  • Developed and implemented tailored insurance plans for Insurance, securing over 10% client satisfaction year-over-year.
  • Documented and resolved standard which led to category.
  • Formulated digital content strategies for client engagement, leading to a boost in online traffic and 9 new client inquiries.
  • Won

Affiliations

  • Jaycees
  • Society of Certified Insurance Counselors (SCIC)
  • Life and Health Insurance Foundation for Education (LIFE)
  • Project Management Institute
  • American Society of Safety Professionals
  • Million Dollar Round Table (MDRT)
  • Society of Human Resource Management
  • Insurance Marketing & Communications Association (IMCA)
  • National Association of Health Underwriters (NAHU)
  • Certified Risk Managers (CRM) designation programs

Certifications

  • Professional in Insurance Regulation (PIR)
  • Certified Insurance Program Leader (CIPL)
  • National Underwriter Certification
  • ServSafe
  • SHRM Senior Certified Professional (SHRM-SCP)
  • License for Property and Casualty Insurance (State-Based)
  • CompTIA Network+
  • Certified Public Accountant (CPA)
  • Associate in Commercial Underwriting (AU)
  • Licensed Life Insurance Agent (State-Based)

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