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Skills

  • Business Planning
  • Asset protection
  • Data entry
  • Large account management
  • Life insurance
  • Client Relationship Management (CRM) Systems
  • Competitor analysis in insurance markets
  • Claims reporting systems
  • Underwriting and adjustments
  • Risk management

Work Experiences

  • Championed digital transition initiatives, adopting new sales technology that increased lead-to-close rates by 68%.
  • Boosted client satisfaction rates by 53% %.
  • Achieved a 58% market share increase in Raleigh.
  • Earned the title of top salesperson in the region by bringing in more than $8 in a single quarter.
  • Achieved 19% growth in new business acquisition.
  • Boosted client satisfaction rates by 51% through innovative claims management initiatives and responsive communication.
  • Conducted targeted client outreach.
  • Returned customer calls within 8 hours, resolving issues and answering questions quickly.
  • Achieved a 43% decrease in underinsured claims.
  • Used a rate book, Tableau, and a calculator to quote and calculate premium rates for policies.

Summaries

  • Proven track record of time management and customer service excellence.
  • Analyzed sales channels to drive revenue.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Boosted overall conversion rates.
  • SAP and Salesforce are two of my strongest skills.
  • Multitasking, organizational, and time management skills are exceptional in this motivated professional.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved 49% higher customer engagement.
  • Insurance Sales Producer with 5 years of successful project management and performance reporting experience.
  • Committed to client education.

Accomplishments

  • Secured new partnerships with local businesses, adding 4% in new commercial policies, contributing to the agency’s overall revenue growth.
  • Proactively managed renewal processes, ensuring 53% of policies were renewed, maintaining high customer retention rates.
  • Assisted in the design and rollout of a new client education portal, increasing first-year client retention rate by 20%.
  • Developed personalized insurance education tools, enhancing client understanding of offerings, which led to a 77% boost in policy size.
  • Monitored market trends and competitive activities, adjusting client proposals and achieving a 33% year-over-year increase in revenue.
  • Consistently ranked in the top 41% of sales agents within the region, recognized for both new business development and client retention.
  • Achieved a 63% increase in lead conversions by optimizing the sales pipeline through targeted client outreach and follow-up processes.
  • Delivered effective cross-training for agents on new product offerings, resulting in a 31% increase in product cross-sales year-over-year.
  • Identified and captured high-value market segments, increasing overall policy count by 17% in a competitive sales environment.
  • Regularly reviewed and adjusted competitive pricing strategies for existing products, resulting in a 23% increase in customer retention rates.

Affiliations

  • Womens Insurance Networking Group (WING)
  • Healthcare Financial Management Association (HFMA)
  • Insurance Industry Charitable Foundation (IICF)
  • International Association of Financial Professionals (AFP)
  • Society of Financial Service Professionals (FSP)
  • American Society of Safety Professionals
  • Society of Women Engineers
  • International Association of Administrative Professionals
  • Professional Insurance Agents (PIA)
  • LIMRA - Life Insurance Marketing Research Association

Certifications

  • Apple Certified Associate (ACA)
  • Certified Financial Planner (CFP) - Vantage
  • Project Management Professional (PMP)
  • Certified Sales Professional (CSP) - method
  • ServSafe
  • Business Marketing Strategy Certification - initiative
  • SHRM Certified Professional (SHRM-CP)
  • Insurance Business Analyst (IBA) Certification
  • Advanced Training in Estate Planning (ATEP) Certification
  • First Aid/CPR Certified

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