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Skills

  • Driven
  • Trend analysis
  • Customer retention strategies
  • Policy development
  • Policy coverage expert
  • Process improvement
  • Loss protection
  • Risk Assessment
  • Attention to detail
  • Underwriting and adjustments

Work Experiences

  • Oversaw customer deliveries and assisted with order fulfillment to ensure customer satisfaction.
  • Placed advertising signs and displays on shelves, counters, and tables.
  • Kept track of the dining room's inventory and replenished it as needed.
  • Greeted customers and helped them with any questions they had.
  • Accelerated learning for team members.
  • Promoted and sold 4 insurance policies to individuals over a 13-year period.
  • Kept meticulous records on individual insurance claims, which I then incorporated into comprehensive client files.
  • Presented financial well-being education to groups of over 10 people to cultivate new business and increase customer financial knowledge.
  • Acted as an emotional support person for customers who were going through difficult times.
  • Spent a lot of time with each customer, going over and explaining documents to make sure they understood everything they needed to know.

Summaries

  • Insurance deductibles and policy guidelines are managed by a well-resourced manager.
  • Accessible community advocate with a reputation for handling program insurance policies with finesse and a long history of serving long-standing framework industry businesses.
  • Hardworking Insurance Representative with 11 years of telecommuting experience meeting customer needs.
  • Insurance Representative with exceptional strategic planning and vendor management abilities.
  • Warm and cold leads are followed up on by a personable Insurance Broker who is motivated to grow his customer base.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Persuasive Insurance Broker with over 5 years of experience in business sales and life and health insurance.
  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Licensed Broker with 9 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.

Accomplishments

  • Increased
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Reduced
  • Collaborated with underwriting, sales, and claims departments to launch Asana, resulting in 72% market share growth in the Pacific Northwest.
  • Assessed client risk factors to recommend tailored insurance solutions, increasing client satisfaction by 83% while reducing claims by 4%.
  • Qualified for 16 quarterly sales bonuses by exceeding sales target by 6%.
  • Analyzed client portfolios and recommended policy upgrades, resulting in an additional 18 in monthly premiums billed.
  • Ensured
  • Resolved
  • Advised

Affiliations

  • Association for Supply Chain Management (APICS)
  • International Council of Nurses
  • Society of Actuaries (SOA) – Active learner in actuarial science and risk analytics to improve decision-making and insurance product modeling.
  • Insurance Regulatory Examiners Society (IRES) – Regularly attend seminars on compliance-related issues affecting insurers.
  • International Insurance Society (IIS) – Participated in thought leadership activities on future trends in the insurance industry.
  • Global Insurance Leaders Forum – Attended meetings to stay updated on global trends concerning insurance markets and products.
  • American Society of Safety Professionals
  • Professional Liability Underwriting Society (PLUS) – Attended regional conferences to stay informed on developments in liability coverage and underwriting.
  • Independent Insurance Agents & Brokers of America (IIABA) – Active in lead-generation initiatives and cross-selling strategies through local chapters.
  • Society of Women Engineers

Certifications

  • Associate in Commercial Underwriting (AU)
  • Associate in Insurance Data Analytics (AIDA)
  • Chartered Life Underwriter (CLU)
  • Chartered Property Casualty Underwriter (CPCU)
  • CompTIA A+ Technician
  • Life Underwriter Training Council Fellow (LUTCF)
  • Cisco Certified Internetwork Expert (CCIE)
  • Accredited Financial Counselor (AFC)
  • Project Management Professional (PMP)
  • SHRM Senior Certified Professional (SHRM-SCP)

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