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Skills

  • Claims reporting systems
  • Customer satisfaction
  • Complex problem-solver
  • French fluency
  • Retirement planning
  • Cross-functional collaboration
  • Data collection
  • Licensed in Oregon
  • Credit and collections
  • Relationship development

Work Experiences

  • Invented
  • Presented account proposals in a timely and professional manner.
  • Presented financial well-being education to groups of over 12 people to cultivate new business and increase customer financial knowledge.
  • Got better.
  • Applications, payments, corrections, endorsements, and cancellations were all handled by me.
  • Solved
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Established
  • Created policies and completed all paperwork.
  • Recommendation

Summaries

  • Insurance Producer is eager to bring 10 years of experience and expertise in stakeholder engagement insurance to a growing agency.
  • Expert
  • Known for providing the highest level of service to discerning clients.
  • Motivated
  • Versatile
  • Innovative
  • Insurance Producer with 5 years of successful process improvement and cross-functional collaboration experience.
  • Seasoned
  • With 3 years of experience in automotive, life, and property insurance, I'm a high-energy Insurance Sales Agent.
  • Within Insurance, senior Insurance Producer and outstanding performer in client relations and workflow optimization.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with the underwriting team to develop new risk management models which were adopted by 58% of clients.
  • Documented and resolved method which led to category.
  • Earned designations as process.
  • Implemented a streamlined client inquiry management system that reduced response time by 63%.
  • Developed and launched a customer retention campaign that improved yearly policy renewals by 45%.
  • Improved claim processing times by 70% through optimization of workflow protocols and reduced bottlenecks.
  • Expanded book of business for property and casualty insurance for small business owners, and commercial and residential accounts from $16 to $4 million.
  • Created monthly performance reports for management, enabling data-driven decisions that boosted overall departmental efficiency by 19%.
  • Closed an average of 7 new policies per month, generating over $16 in new business premiums.

Affiliations

  • National African-American Insurance Association (NAAIA)
  • Society of Women Engineers
  • Council of Insurance Agents and Brokers (CIAB)
  • International Council of Nurses
  • International Association of Insurance Supervisors (IAIS)
  • Insurance Marketing and Communications Association (IMCA)
  • American Medical Informatics Association
  • Society of Human Resource Management
  • Rotary International
  • National Association of Social Workers

Certifications

  • Chartered Property Casualty Underwriter (CPCU) Ethics and Standards Specialized Courses – The Institutes
  • Associate in Commercial Underwriting (AU) - The Institutes
  • Certified Fraud Examiner (CFE) - system
  • CompTIA Network+
  • Certified Public Accountant
  • Advanced Chartered Insurance Professional (ACIP) – Insurance Institute of category
  • Insurance Data Manager Certification (IDMC) – Northwind
  • Program license
  • CompTIA Security+
  • Certified Business Analysis Professional (CBAP)

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