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Skills

  • Claims Process Optimization
  • First Aid/CPR
  • Process improvement
  • Asset protection expertise
  • Communications
  • Compliance risk reduction
  • Time management and prioritization
  • Insurance billing
  • Planning and coordination
  • Corporate account management

Work Experiences

  • Reduced project delays by effectively training employees on best practices and protocols.
  • Strategized long-term business objectives by analyzing customer feedback for direction on process improvements.
  • Increased customer satisfaction by coming up with new ways to solve problems.
  • Worked with others to brainstorm new initiative possibilities.
  • Management recognized me for providing outstanding customer service.
  • Engaged customers and provided a high level of service by carefully explaining details about documents.
  • Power BI was delivered to customer locations by me.
  • Was in charge of all tasks delegated to me, including data analysis and project management.
  • Achieved a 30% customer satisfaction improvement.
  • Achieved results in 6 months.

Summaries

  • Expertise in insurance products, service, and customer needs has been demonstrated.
  • Achieved a 66% improvement in client satisfaction.
  • Category, method, and system are all available.
  • Knowledge of Jira in depth, as well as client relations and workflow optimization abilities.
  • Expert in category with a strong aptitude for optimized and automated.
  • Achieved a 43% client satisfaction improvement in 2021.
  • Achieved client savings of $6.
  • Microsoft Excel and Workday experts with exceptional interpersonal skills.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Stakeholder engagement and quality assurance are two of my strongest abilities.

Accomplishments

  • Collaborated with key stakeholders to negotiate competitive terms with carriers, achieving 61% higher commission margins.
  • Generated $12 in new business by identifying and capitalizing on emerging market trends through quarterly analysis reports.
  • Successfully led the design and rollout of customer segmentation models, increasing target market penetration by 81%.
  • Utilized data from customer segmentation analysis to tailor sales pitches, driving an increased closure rate of 24% in high-value client segments.
  • Awarded 'Top Performer' for consistently delivering premium growth of 68% YoY through strategic product recommendations and cross-selling.
  • Improved department efficiency by 73% through training junior brokers on underwriting standards and best practices.
  • Outperformed broker team benchmarks by orchestrating tailored risk management solutions and building robust client relationships, resulting in a $11 portfolio growth.
  • Collaborated with underwriters to streamline policy adjustments, reducing processing times by 44%.
  • Boosted policy renewal rates by 82% by designing a proactive client engagement initiative, reducing churn rate significantly.
  • Reduced policy lapse rates by 61% through designing an automated renewal notification system and client communication framework.

Affiliations

  • Member of Risk and Insurance Management Society (RIMS) since 2015, regularly updating knowledge in corporate risk solutions.
  • Holds a Fellowship from the Chartered Insurance Institute (FCII), recognized for advanced knowledge and ethical contribution to the insurance field.
  • Served on the advisory board of method Insurance and Risk Management program, mentoring undergraduate students in the fundamentals of insurance brokerage.
  • Affiliate of the Chartered Insurance Institute (CII), completed Scrum Master, enhancing expertise in risk management and brokering best practices.
  • Contributing writer for the Insurance Journal’s ‘Ask an Expert’ section, frequently addressing topics on risk assessment and policy reviews.
  • Recognized by the National Alliance for Insurance Education & Research for achieving the Certified Risk Manager (CRM) designation.
  • Founding member of the Insurance Brokers Association of Portland, playing a pivotal role in group insurance advocacy for corporate clients.
  • Completed advanced coursework from the Society of Actuaries (SOA) in risk forecasting and analytical methodologies, contributing to informed insurance consulting.
  • Alumnus and contributor to the American College of Financial Services, completing Scrum Master to advance knowledge in group insurance policies.
  • Enrolled in ongoing continuing education with the American Insurance Marketing & Sales (AIMS) Society, focusing on customer retention and renewal strategies.

Certifications

  • Salesforce
  • Professional Insurance Agent (PIA) by National Association of Professional Insurance Agents (PIA)
  • Apple Certified Associate (ACA)
  • Management Liability Insurance Specialist (MLIS) by International Risk Management Institute (IRMI)
  • Microsoft Certified Systems Engineer (MCSE)
  • American Academy of Financial Management (AAFM)
  • Automated Customer Service for Insurance (ACSI) Professional by Vantage
  • CompTIA Security+
  • Certified Insurance Service Representative (CISR) by The National Alliance for Insurance Education & Research
  • Certified Claims Professional (CCP) by International Insurance Institute

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