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Skills

  • Business operations
  • Regulatory compliance
  • Property insurance
  • MS Office
  • Health insurance
  • Budgets
  • Organization
  • Customer relationship management (CRM) proficiency
  • CRM software implementation and optimization
  • First Aid/CPR

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Achieved market share growth of 58%.
  • Achieved Six Sigma from Lakeside Partners.
  • Achieved cost savings through strategic vendor negotiations.
  • Avoided potential legal issues.
  • Created an agency improvement plan that reduced operational inefficiencies by 65%, boosting overall profitability.
  • Had an excellent attendance record and was always on time for work.
  • Returned customer calls within 16 hours, resolving issues and answering questions quickly.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Audited policy compliance and claims accuracy, reducing client issues and claims disputes by 69%.

Summaries

  • Championed the establishment of referral programs, achieving a 79% rise in new client acquisition within 18 months.
  • Achieved business goals.
  • Achieved 25% market share improvement.
  • Consistently drove renewal rates above 31%.
  • Accomplished in developing tailored insurance solutions.
  • Achieved growth within the past year.
  • Accomplished Insurance Agency Owner able to lead targeted marketing campaigns that drive lead generation by 82% and increase brand visibility.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Accomplished Insurance Agency Owner.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.

Accomplishments

  • Reduced policy lapse rates by 45% through focused customer engagement and real-time communication strategies.
  • Re-engineered claims handling workflows, reducing average claim resolution time by 10 days and increasing client satisfaction.
  • Developed a mobile app for clients to track their claims status in real-time, enhancing customer engagement and satisfaction.
  • Executed a strategic marketing campaign that achieved a 42% growth in leads and increased community brand awareness by three years.
  • Established a client emergency response team, facilitating swift action during natural disasters or business disruptions, increasing customer loyalty by 83%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Created targeted loss prevention programs for high-risk businesses, reducing claims frequency by 60% in 6 months.
  • Resolved product issue through consumer testing.
  • Developed risk assessment tools tailored to specific business needs, reducing clients’ exposure by 61%.
  • Consistently achieved or exceeded initiative by implementing data-driven sales methods and refining lead qualification processes.

Affiliations

  • American Association of Managing General Agents (AAMGA)
  • National Association of Social Workers
  • Toastmasters
  • Community Insurance Needs Program Volunteer system
  • American Society of Safety Professionals
  • Jaycees
  • Society of Human Resource Management
  • Society of Certified Insurance Counselors (CIC)
  • National Alliance Research Academy
  • Project Management Institute

Certifications

  • Certified Business Analysis Professional (CBAP)
  • SHRM Certified Professional (SHRM-CP)
  • Professional Insurance Agents (PIA) Designation
  • CompTIA A+ Technician
  • Insurance Risk and Needs Assessment Training
  • Certified Financial Planner (CFP) by Northwind
  • Licensed Property and Casualty Insurance Agent (State Licensing Board)
  • Associate in Risk Management (ARM) by The Institutes
  • Certified Insurance Counselor (CIC) by Brightline
  • First Aid/CPR Certified

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