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Skills

  • Revenue growth strategy
  • New business acquisition
  • Inventory management
  • Email marketing
  • Insurance claims management
  • Time management and prioritization
  • Insurance sales strategy
  • Process improvement
  • Cross-sell opportunity identification
  • Cross-selling and upselling

Work Experiences

  • Analyzed the evolving regulatory landscape to ensure seamless compliance and implemented best practices, minimizing compliance-related risks by 47%.
  • Answered 13 phone calls per two years to assist customers.
  • Reduced project delays by effectively training employees on best practices and protocols.
  • Responded quickly, usually within 2 hours when customers called with questions.
  • Increased profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Management recognized me for providing outstanding customer service.
  • Achieved 55% growth.
  • Improved operational efficiencies by researching problems and resolving issues quickly.
  • Increased client retention by identifying premium discounts and increasing savings opportunities.
  • Accomplished in 2024.

Summaries

  • Looking forward to taking on a new challenge with a successful team.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Achieved a 66% improvement in client satisfaction.
  • Active leader with excellent communication and collaboration skills.
  • Communicative and team-oriented, with Adobe Creative Suite expertise.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Vendor management Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • ServiceNow expert who excels at meeting and exceeding sales targets.
  • Effective at dealing with people in stressful and confusing situations in order to address benefits needs and navigate the structures of initiative agencies.
  • Insurance student seeking hands-on experience through an internship in stakeholder engagement.

Accomplishments

  • Awarded 'Top Performer' for consistently delivering premium growth of 68% YoY through strategic product recommendations and cross-selling.
  • Formulated and introduced a new claims management process that enabled faster settlements, improving client satisfaction and reducing claim processing time by 38%.
  • Successfully led the design and rollout of customer segmentation models, increasing target market penetration by 81%.
  • Outperformed broker team benchmarks by orchestrating tailored risk management solutions and building robust client relationships, resulting in a $11 portfolio growth.
  • Designed and implemented customer feedback loops, improving client satisfaction scores by 38%, which contributed to long-term retention.
  • Awarded 'Employee of the Year' for driving the highest client retention rate in the company in 2019, maintaining a 27% renewal rate.
  • Maintained consistent top performer status, exceeding sales targets by 33% over 18 months, leveraging customer-centric strategies and comprehensive risk assessments.
  • Utilized data from customer segmentation analysis to tailor sales pitches, driving an increased closure rate of 24% in high-value client segments.
  • Earned recognition for building and managing relationships with over 17 national brokers, contributing to a $4 increase in annual premium collections.
  • Reduced policy lapse rates by 61% through designing an automated renewal notification system and client communication framework.

Affiliations

  • Mentor and active participant in the Women in Insurance Leadership (WIL) network, supporting emerging female professionals in insurance consulting.
  • Affiliate member of the Global Insurance Network, participating in think tanks to address future technological advancements in the insurance space.
  • Attended Sales and Performance workshops hosted by the Society of Insurance Research (SIR) to enhance new business acquisition techniques.
  • Member of the National Association of Insurance and Financial Advisors (NAIFA) since 2022, actively participating in industry-wide efforts to promote professional growth.
  • Founding member of the Insurance Brokers Association of Portland, playing a pivotal role in group insurance advocacy for corporate clients.
  • Engaged member in the Association for Cooperative Operations Research and Development (ACORD), focusing on improving efficiency through CRM and tech adaptations.
  • Certified professional under the Life Underwriter Training Council Fellow (LUTCF) program, specializing in life insurance product offerings since 2019.
  • Active participant in Insurance Professionals of Seattle, contributing to regular panel discussions on emerging insurance technologies and trends.
  • Attendee at the World Federation of Insurance Intermediaries (WFII) annual conference, staying attuned to global insurance practices and regulatory trends.
  • Affiliate of the National Association of Professional Surplus Lines Offices (NAPSLO), advocating for streamlined claims settlements.

Certifications

  • Association for Project Management (APM)
  • Associate in Commercial Underwriting (AU) by The Institutes
  • Certified Catastrophe Risk Analyst (CCRA) by Risk Management Solutions (RMS)
  • Certified Professional Insurance Agent (CPIA) by AIMS Society
  • Financial Services Certified Professional (FSCP) by American College of Financial Services
  • CompTIA A+ Technician
  • Accredited Adviser in Insurance (AAI) by The Institutes
  • Microsoft Office Specialist (MOS)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Workers Compensation Claims Professional (WCCP) by AMCOMP

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