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Skills

  • Underwriting and adjustments
  • Customer satisfaction
  • Sales expertise
  • Organized
  • Business Planning
  • Loss prevention
  • Financial analysis
  • Account management
  • French fluency
  • Relationship building

Work Experiences

  • Guided
  • Called 8 lapsed customers to inquire about their ongoing needs each week.
  • Completed and maintained all types of personal lines insurance policies within the agency.
  • Provided in-depth details about the company's insurance products.
  • Provided agency management with up-to-date activity and production logs for review.
  • Identified
  • Won
  • Invented
  • Had planned ahead.
  • Kept track of everything.

Summaries

  • Former underwriter with exceptional problem-solving and analytical skills.
  • Insurance Sales Agent looking for a position with a top-tier insurance agency.
  • Motivated graduate looking to start a career in underwriting in project management.
  • Versatile
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Well-versed in the creation of insurance policies and terms in order to manage risk and minimize loss.
  • Insurance Producer is a multi-talented Insurance Producer who is consistently rewarded for planning and operational improvements.
  • Flexible
  • Customer-focused
  • Within Insurance, senior Insurance Producer and outstanding performer in client relations and workflow optimization.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Provided expert consultation for large commercial clients, resulting in the sale of policies worth over $4.
  • Developed and executed customized insurance marketing strategies, resulting in a 74% increase in new policy sales over three years.
  • Identified and targeted client pain points through data analysis, leading to 42% increase in cross-sell opportunities.
  • Received the “All-Star Award” for earning $11 in commissions and securing $3 million in life insurance sales.
  • Developed and launched a customer retention campaign that improved yearly policy renewals by 45%.
  • Documented and resolved method which led to category.
  • Negotiated bulk insurance contracts for corporate accounts, resulting in revenue growth of $4.
  • Facilitated company-wide adoption of new insurance software, leading to increased operations efficiency by 36%.
  • Managed $6 book of business.

Affiliations

  • State Insurance Licensing Board North Carolina
  • Insurance Digital Revolution Advocate
  • Association of Insurance Compliance Professionals (AICP)
  • Society of Insurance Trainers & Educators (SITE)
  • International Council of Nurses
  • Life Insurance Marketing and Research Association (LIMRA)
  • National African-American Insurance Association (NAAIA)
  • Association of Information Technology Professionals
  • Association of Health Insurance Advisors (AHIA)
  • Million Dollar Round Table (MDRT)

Certifications

  • Associate in Claims (AIC) - The Institutes
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • CompTIA A+ Technician
  • Chartered Life Underwriter (CLU)
  • Project Management Professional (PMP)
  • Accredited Insurance Agent (AIA) – Ironclad Systems
  • Certified Public Accountant
  • Certified Insurance Counselor (CIC) - Ironclad Systems
  • Associate in General Insurance (AINS) – The Institutes
  • Certified Fraud Examiner (CFE) - system

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