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Skills

  • Client Onboarding
  • Client needs analysis
  • Team building
  • Risk mitigation
  • Budgets
  • Presentation and public speaking
  • Property insurance
  • Business operations
  • Data entry
  • Adaptability in a competitive market

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Achieved results over a two-year period.
  • Advised clients on financial positioning and successfully closed 6 high-net-worth policies valued at $7.
  • Addressed complex financial risks.
  • Achieved a 85% increase in coverage enhancements.
  • Collaborated with metric customers to determine their needs and deliver initiative service.
  • Collaborated with underwriters to customize insurance policies.
  • Achieved annual sales of over $15 by ensuring clear communication and timely follow-up, ranking as the top agent in Seattle for 2015.
  • Addressed varied financial situations.
  • Solved system issues, improved operations, and provided excellent customer service.

Summaries

  • Boosted sales revenue by 72%.
  • Adept at explaining complex policy terms.
  • Advised clients effectively.
  • Achieved 76% policy renewals.
  • Achieved a 77% increase in client leads.
  • Category Insurance Agent with superior workflow optimization and client relations abilities.
  • Strengths in process improvement and quality assurance backed up by Insurance training.
  • Achieved a 74% improvement in client satisfaction.
  • Adjusted premiums to meet evolving client needs.
  • Clear understanding of risk assessment and budget management as well as strategic planning training.

Accomplishments

  • Efficiently handled over 17 client claims, achieving 61% approval rate through proactive communication and thorough documentation techniques.
  • Collaborated with team of 4 in the development of category.
  • Utilized social media channels and partnerships to increase client engagement and lead acquisition by 15% within one year, resulting in expanded outreach and policy sales.
  • Ensured full regulatory compliance with Georgia life insurance requirements, resulting in zero procedural errors and a successful audit in 2022.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Assisted in policy modifications and upselling opportunities, generating additional revenue of $209,000 through offering clients more comprehensive coverage.
  • Performed comparative analysis of competing life insurance products to ensure clients received the most cost-effective solutions, boosting client trust and loyalty.
  • Optimized the sales process through automation and CRM integration, shortening the lead-to-close cycle time by 15%.
  • Generated a record 8 new policy sales by conducting thorough market research and reaching out to untapped demographics in the Southeast.
  • Consistently ranked in the top 80% of life insurance agents for sales volume and client satisfaction across Seattle for 2015.

Affiliations

  • American College of Financial Services - Chartered Life Underwriter (CLU) Designation
  • Project Management Institute
  • Health Insurance Marketplace Agents and Brokers Association
  • American Association for Long-Term Care Insurance (AALTCI)
  • Financial Planning Association (FPA)
  • Association of Advanced Life Underwriting (AALU)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Digital Insurance Agent Network
  • National Association of Professional Agents (NAPA)
  • National Association of Social Workers

Certifications

  • Certified Public Accountant
  • Health Insurance Portability and Accountability Act (HIPAA) Certification
  • Million Dollar Round Table (MDRT) Qualification
  • Ethics in Life Insurance - Vantage
  • InsureTech for Insurance Agents – QuickBooks
  • Salesforce
  • Certified Insurance Adjuster (CIA) - Harbor & Co.
  • FINRA Series 7 General Securities Representative Exam
  • SHRM Certified Professional (SHRM-CP)
  • Certified Estate Planner (CEP) - Cedar Works

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