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Skills

  • Talented salesperson
  • Proactive team player
  • Networking and relationship building
  • Health insurance
  • Process improvement
  • Analytical
  • Relationship building
  • Emerging coverage
  • Conflict resolution
  • Driven

Work Experiences

  • Was a role model for excellent customer service and diagnostic sales techniques.
  • Achieved a 26% renewal rate.
  • Achieved 35% growth in new policy sales.
  • Contributed ideas and provided constructive feedback at weekly sales and training meetings.
  • Achieved resolution within 2 business days.
  • Explained the benefits, features, and drawbacks of various policies in order to promote plan sales and increase overall sales by 16%.
  • Achieved and exceeded quarterly sales targets by maintaining a close rate of 34% on qualified leads.
  • Achieved a policy retention rate of 75% %.
  • Achieved results in several months.
  • Customized existing insurance programs to meet the needs of individual clients by analyzing specific requirements.

Summaries

  • Knowledgable in a variety of design and testing methodologies.
  • Insurance Sales Agent with 15 years of successful process improvement and workflow optimization experience.
  • Persuasive Insurance Broker with over 8 years of experience in business sales and life and health insurance.
  • Proven track record of time management and customer service excellence.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Insurance Sales Agent with 16 years of experience customizing insurance programs, explaining features and benefits, and developing effective marketing strategies.
  • QuickBooks and Microsoft Excel are two of my strongest skills.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Licensed Insurance Broker with extensive experience in property and automobile insurance.
  • Warm and cold leads are followed up on by a personable Insurance Broker who is motivated to grow his customer base.

Accomplishments

  • Resolved product issue through consumer testing.
  • Implemented customer segmentation strategies, driving a 24% increase in sales across Salesforce policies.
  • Delivered personalized insurance consultations for 14 individual clients monthly, contributing to customer satisfaction score of 67% above target.
  • Expanded book of business for property and casualty insurance for small business owners, and commercial and residential accounts from $9 to $14 million.
  • Received CPA, leading to a 82% improvement in accuracy of policy recommendations and higher customer satisfaction.
  • Exceeded sales targets by securing 2 in premiums for HubSpot policies over 18 months through effective client relationship building.
  • Consistently ranked in top 53% of team for total policies sold, achieving an average monthly sales volume of $7.
  • Improved time-management systems, handling 14 client interactions daily while maintaining 56% level of customer satisfaction.
  • Improved multitasking efficiency, managing a diversified workload of claims processing and new policy sales without compromising quality.
  • Implemented follow-up strategies using procedure, resulting in 48% increased customer response rate during renewal periods.

Affiliations

  • Rotary International
  • Project Management Institute
  • Lions Club
  • Certified Insurance Service Representatives (CISR) Program
  • American Society of Safety Professionals
  • Toastmasters
  • American Association of Insurance Services (AAIS)
  • Association for Supply Chain Management (APICS)
  • Chartered Property Casualty Underwriter (CPCU) Society
  • National Insurance Crime Bureau (NICB)

Certifications

  • Certified Professional Insurance Agent (CPIA)
  • Associate in Reinsurance (ARe)
  • Associate in Claims (AIC)
  • Google Certified Professional Cloud Architect
  • Project Management Professional (PMP)
  • Professional in Insurance Adjusting (PIA)
  • Certified Insurance Counselor (CIC)
  • Associate in Insurance (AINS)
  • Certified Public Accountant (CPA)
  • Associate in Risk Management (ARM)

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