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Skills

  • Planning and coordination
  • Customer service
  • Revenue growth strategy
  • Administrative support
  • Supervision
  • Time management and prioritization
  • Sales pipeline development
  • Customer lifecycle management
  • Customer follow-up
  • Asset protection expertise

Work Experiences

  • Achieved 29% increase over two years.
  • Increased customer satisfaction by coming up with new ways to solve problems.
  • Acted as the primary liaison between process clients and underwriters, negotiating favorable premium rates that reduced overhead costs by 62%.
  • Acted as the primary liaison between procedure clients and underwriters.
  • Achieved 55% growth.
  • Achieved results over the past year.
  • Achieved a 56% reduction in overall claims costs.
  • Saved money by developing functional solutions to standard problems.
  • Accomplished in 2024.
  • Achieved a 42% increase in team efficiency.

Summaries

  • Achieved a 66% improvement in client satisfaction.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Accomplished in spearheading broker training initiatives, increasing team performance by 73% and fostering a culture of continuous improvement in insurance sales techniques.
  • Expertise in insurance products, service, and customer needs has been demonstrated.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Ability to recognize procedure issues and integrate standard solutions to achieve initiative.
  • Effective at dealing with people in stressful and confusing situations in order to address benefits needs and navigate the structures of initiative agencies.
  • Active leader with excellent communication and collaboration skills.
  • Achieved overall team performance improvement of 62%.
  • Looking for a new job with a company in the Insurance sector.

Accomplishments

  • Awarded 'Top Performer' for consistently delivering premium growth of 68% YoY through strategic product recommendations and cross-selling.
  • Reduced policy lapse rates by 61% through designing an automated renewal notification system and client communication framework.
  • Developed a multi-channel marketing strategy that led to a 16% increase in leads and an overall boost in policy sales.
  • Improved department efficiency by 73% through training junior brokers on underwriting standards and best practices.
  • Created a customized portfolio review process that resulted in a 34% increase in upsell opportunities within several months.
  • Spearheaded a partnership program with referral clients that increased collaboration and led to a 44% growth in new policyholder signups.
  • Collaborated with key stakeholders to negotiate competitive terms with carriers, achieving 61% higher commission margins.
  • Earned recognition for building and managing relationships with over 17 national brokers, contributing to a $4 increase in annual premium collections.
  • Developed and implemented a comprehensive onboarding process that improved new client satisfaction rates by 65% over one year.
  • Boosted policy renewal rates by 82% by designing a proactive client engagement initiative, reducing churn rate significantly.

Affiliations

  • Member of the National Association of Insurance and Financial Advisors (NAIFA) since 2022, actively participating in industry-wide efforts to promote professional growth.
  • Holds a Fellowship from the Chartered Insurance Institute (FCII), recognized for advanced knowledge and ethical contribution to the insurance field.
  • Affiliate of the Chartered Insurance Institute (CII), completed Scrum Master, enhancing expertise in risk management and brokering best practices.
  • Certified Insurance Consultant through the International Risk Management Institute (IRMI), 3 years of demonstrated proficiency in client advisory roles.
  • Served on the advisory board of method Insurance and Risk Management program, mentoring undergraduate students in the fundamentals of insurance brokerage.
  • Devoted member of the Midwest Insurance Association, actively participating in webinars and workshops centered on policy reviews and legal compliance.
  • Mentor and active participant in the Women in Insurance Leadership (WIL) network, supporting emerging female professionals in insurance consulting.
  • Attendee at the World Federation of Insurance Intermediaries (WFII) annual conference, staying attuned to global insurance practices and regulatory trends.
  • Affiliated with the International Association of Insurance Professionals, engaging in discussions around customer lifecycle management and client retention strategies.
  • Affiliate of the National Association of Professional Surplus Lines Offices (NAPSLO), advocating for streamlined claims settlements.

Certifications

  • Insurance Regulatory Compliance Certificate by American Institute for CPCU
  • Certified Insurance Counselor (CIC) by The National Alliance for Insurance Education & Research
  • Associate in Commercial Underwriting (AU) by The Institutes
  • Insurance FinTech Professional Certificate by Summit Group
  • Management Liability Insurance Specialist (MLIS) by International Risk Management Institute (IRMI)
  • Association for Project Management (APM)
  • Certified Professional Insurance Agent (CPIA) by AIMS Society
  • Certified Personal Lines Specialist (CPLS) by The Institutes
  • Automated Customer Service for Insurance (ACSI) Professional by Vantage
  • Chartered Insurance Broker (CIB) by Chartered Insurance Institute (CII)

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