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Skills

  • Budgets
  • Life insurance
  • Quote information
  • Method equipment
  • Bespoke insurance plan creation
  • Vision and dental insurance
  • Operational improvement
  • Business Planning
  • Client financial data analysis
  • Business development for niche markets

Work Experiences

  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Presented financial well-being education to groups of over 3 people to cultivate new business and increase customer financial knowledge.
  • Achieved a 72% increase in policy sales.
  • Achieved this in 2016.
  • Brought in 15 referrals.
  • Collected future projections from clients.
  • Built strong relationships with underwriters and vendors.
  • Brokering a 6 consolidated group insurance deal.
  • Saved $18 by putting in place cost-cutting measures that addressed long-standing issues.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.

Summaries

  • Boosted referral rates by 16% in 2020.
  • Built trust with clients.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Committed to helping clients navigate regulatory changes.
  • Achieved 67% referral growth.
  • Initiative Insurance Agent with superior workflow optimization and client relations abilities.
  • Committed to helping clients navigate changing regulatory landscapes, reducing fines and penalties by 46% by keeping insurance portfolios compliant.
  • Adept at leading cross-functional efforts to resolve complex client insurance issues, keeping claims escalations below 52% over one year.
  • Achieved growth in 18 months.
  • Dedicated insurance strategist.

Accomplishments

  • Negotiated and finalized policies worth over $9 for corporate accounts, ensuring full client satisfaction while remaining compliant with regulatory standards.
  • Provided exceptional customer service by retaining 47% of client renewals during 2018 through strategic communication.
  • Developed and maintained relationships with key market players, securing premium reductions and better terms for clients, saving an average of $11 per client.
  • Spearheaded a digital transformation initiative that shortened claim settlement times by 71%.
  • Demonstrated ability to educate and advise clients on comprehensive insurance packages tailored to their unique business needs.
  • Received Employee of the Year in 2017 for top-tier performance in customer satisfaction and retention, securing a 15% renewal rate.
  • Earned PMP demonstrating expertise in evaluating and offering high-value business insurance solutions.
  • Leveraged CRM data analytics to predict client needs, leading to a 30% improvement in retention rates.
  • Led the implementation of a cross-departmental referral system, boosting client acquisition by 80%.
  • Recognized with Outstanding Service Award for achieving top sales performance in 2017, exceeding individual sales goals by 65%.

Affiliations

  • Corporate Risk and Insurance Management Professionals Group
  • FINRA Registered Representative
  • Cyber Risk Insurance Professionals Forum Member
  • Certified Insurance Counselor (CIC) Designation Program
  • Member of State Independent Insurance Producer Association
  • American Society of Safety Professionals
  • Society of Women Engineers
  • Association for Advanced Life Underwriting (AALU)
  • Member of the Council for Insurance Agents and Brokers (CIAB)
  • Professional Insurance Agents (PIA) Association

Certifications

  • Associate in Risk Management (ARM) - Lakeside Partners
  • Associate in General Insurance (AINS) - Northwind
  • Life and Health Insurance License (LH License) - Arizona
  • Certified Public Accountant
  • Registered Health Underwriter (RHU) - Vantage
  • Chartered Financial Consultant (ChFC®) - Harbor & Co.
  • Medicare Supplement Accredited Advisor (MSAA) - Summit Group
  • Salesforce
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant (CPA)

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