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Skills

  • Life insurance
  • Process improvement
  • Regulatory compliance
  • Bespoke insurance plan creation
  • Business operations
  • Risk mitigation
  • Client financial projections
  • Budgets
  • Auto insurance
  • Project organization

Work Experiences

  • Advised clients on risk management solutions.
  • Analyzed data trends.
  • Answered 2 calls per several months to help customers with their questions and concerns.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved results in 2016.
  • Achieved a 65% decrease in costly claims.
  • Oversaw the delivery of procedure project by method team, which resulted in system.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 6% increase in sales.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Proven track record of time management and customer service excellence.
  • Initiative Insurance Agent with superior workflow optimization and client relations abilities.
  • Strengths in stakeholder engagement and cross-functional collaboration backed up by Insurance training.
  • Collaborated with real estate agents.
  • Dedicated insurance strategist focused on balancing premium costs with comprehensive coverage options, serving as a trusted advisor to clients with high-risk portfolios.
  • Collaborated with claims and underwriting departments.
  • Built trust with clients.
  • Independent Insurance Producer with 3 years of successful strategic planning and client relations experience.
  • Boosted policy retention by 38%.
  • Accountable Insurance Representative with strong client management and plan promotion skills.

Accomplishments

  • Participated in cross-functional meetings with finance and legal teams to mitigate risk exposure for high-net-worth client portfolios.
  • Trained and mentored 6 insurance agents, resulting in an overall team sales increase of 50%.
  • Led the implementation of a cross-departmental referral system, boosting client acquisition by 80%.
  • Provided exceptional customer service by retaining 47% of client renewals during 2018 through strategic communication.
  • Achieved 45% growth in policy sales for underserved markets by crafting tailored outreach plans specific to Austin.
  • Developed and executed targeted marketing campaigns that increased new client enrollments by 48% within three years.
  • Received Employee of the Year in 2017 for top-tier performance in customer satisfaction and retention, securing a 15% renewal rate.
  • Leveraged CRM data analytics to predict client needs, leading to a 30% improvement in retention rates.
  • Resolved product issue through consumer testing.
  • Instrumental in transforming client financial data into actionable insurance insights, helping customers save up to $16 annually.

Affiliations

  • Small Business Insurance Forum Member
  • National Underwriter Conference Participant
  • Insurance Brokers and Agents of the West (IBA West)
  • Certified Insurance Counselor (CIC) Designation Program
  • National Association of Social Workers
  • Society of Women Engineers
  • Member of Independent Insurance Agents & Brokers of America (IIABA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Certified Risk Manager (CRM) Program
  • Member of National Association of Professional Agents (NAPA)

Certifications

  • CompTIA Security+
  • Medicare Supplement Accredited Advisor (MSAA) - Summit Group
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Google Certified Professional Cloud Architect
  • Certified Business Analysis Professional (CBAP)
  • Chartered Financial Consultant (ChFC®) - Harbor & Co.
  • Apple Certified Associate (ACA)
  • Certified Insurance Wholesaler (CIW) - Meridian
  • Certified Professional Insurance Agent (CPIA) – Harbor & Co.
  • Associate in National Flood Insurance (ANFI) - Harbor & Co.

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