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Skills

  • Quote information
  • Cross-selling insurance products
  • Client loyalty strategies using personalized insurance proposals
  • Networking with realtors and auto dealerships for referrals
  • Property insurance
  • Account management
  • Negotiation of complex policy terms
  • CRM-based upsell tracking and reporting
  • Insurance claims resolution techniques
  • Digital onboarding systems implementation

Work Experiences

  • Adjusted sales strategies.
  • Addressed complex questions from clients about policy details, leading to higher customer satisfaction scores and resolving 44% of inquiries in a timely manner.
  • Achieved 50% growth in the commercial insurance sector.
  • Analyzed market trends.
  • Presented financial well-being education to groups of over 4 people to cultivate new business and increase customer financial knowledge.
  • Attracted an average of 6 participants per session.
  • Collaborated with estate planning attorneys to ensure clients’ life insurance and annuity plans were seamlessly integrated into their financial strategies.
  • Achieved a 53% rise in placements of related products.
  • Addressed complex client questions about policy details.
  • Explained the benefits, features, and drawbacks of various policies in order to promote plan sales and increase overall sales by 9%.

Summaries

  • Exceptional juggler of multiple competing responsibilities at the same time.
  • In workflow optimization and data analysis, I'm determined and experienced.
  • Detail-oriented Insurance Sales Agent looking to capitalize on 3 years of team development and client retention to help clients grow and be satisfied.
  • Recognized on a regular basis for outstanding performance and contributions to the Insurance industry's success.
  • Confident Insurance Advisor with excellent business sense and a strong work ethic.
  • Engaging and personable, with the ability to promote a "client first" mindset and a significant contributor to team-based environments.
  • Licensed Broker with 2 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.
  • Insurance Agent with 11 years of successful vendor management and quality assurance experience.
  • Program Insurance Agent with superior budget management and quality assurance abilities.
  • Delivering individualized policy and product recommendations has a proven track record of increasing revenue while protecting client assets.

Accomplishments

  • Conducted group policy workshops for employees of Insurance, improving policy comprehension and increasing retention by 46%.
  • Led successful negotiation of complex policy terms for high-net-worth clients, securing deals worth $11 annually.
  • Introduced an improved referral program, driving a 51% increase in new client leads over one year.
  • Implemented strategic premium forecasting models, resulting in 17% more accurate revenue predictions quarter over quarter.
  • Earned designations as program.
  • Successfully transitioned 6% of clients to digital platforms, improving overall policy management efficiency and client retention.
  • Expanded book of business for property and casualty insurance for small business owners, and commercial and residential accounts from $8 to $4 million.
  • Facilitated the integration of 18 new policies after a mergers/acquisition, decreasing client churn to below market average.
  • Reduced premium delinquency rates by 77% through proactive account management and regular follow-ups with customers.
  • Resolved 37% of customer inquiries regarding policy terms within 6 months, consistently improving customer satisfaction scores.

Affiliations

  • Business Networking International (BNI)
  • Society of Women Engineers
  • Association of Information Technology Professionals
  • Certified Financial Planner (CFP) Board
  • Associate in Commercial Underwriting (AU) qualification
  • Toastmasters
  • Association for Supply Chain Management (APICS)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Small Business Risk Education Program (SBRE certification)
  • American Society of Safety Professionals

Certifications

  • Certified Risk Manager (CRM) - Brightline
  • Chartered Life Underwriter (CLU) – Beacon Labs
  • Certified Business Analysis Professional (CBAP)
  • Group Benefits Associate (GBA) - standard
  • Standard license
  • Chartered Property Casualty Underwriter (CPCU)
  • Associate in Risk Management (ARM) - method
  • Property and Casualty Insurance License (P&C) - process
  • Managed Healthcare Professional (MHP) - Harbor & Co.
  • SHRM Certified Professional (SHRM-CP)

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