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Skills

  • Forecasting abilities
  • Risk mitigation
  • Product knowledge
  • Auto insurance
  • Merchandising expertise
  • Underwriting and adjustments
  • EPIC
  • Risk management
  • Coordinating documents
  • Customer rapport

Work Experiences

  • Made contact with potential clients to set up appointments.
  • Consistently met or exceeded the department's productivity and accuracy targets.
  • Formed critical alliances with five key integration partners within two months.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 10% increase in sales.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Added 15 new locations to the region, increased profits for each branch, and increased annual revenues to $12 highs.
  • Raised the stakes.
  • Made a proposal
  • Checked policy applications for errors and communicated with underwriters to expedite the application process.
  • Established

Summaries

  • Detail-oriented professional who is successful in converting difficult customer accounts into long-term, lucrative contracts.
  • Ambitious
  • Experienced in providing customers with brand and market-specific advertising to attract target customers.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Dependable
  • Service-driven
  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Visionary leader with a track record of successfully aligning organizational business goals with high-quality work.
  • Successful Territory Manager with a track record of exceeding product revenue and customer acquisition goals.
  • Adobe Creative Suite expert who excels at meeting and exceeding sales targets.

Accomplishments

  • Led project to streamline policy renewals, reducing processing time by 3% and decreasing client churn by ensuring timely reminders and follow-ups.
  • Developed and implemented targeted campaigns for life, health, and auto insurance products, resulting in a 77% boost in gross written premiums.
  • Evaluated risk profiles for over 12 clients, recommending tailored insurance coverage plans, resulting in a total of $10 in premium sales in metric.
  • Facilitated regular product workshops and seminars for clients, resulting in a 63% increase in client acquisition and overall customer satisfaction.
  • Organized team initiatives that boosted cross-department collaboration, cutting down sales lead time by 28% and improving overall sales close rate.
  • Increased sales 17% over 18 months.
  • Implemented a cross-selling strategy that increased bundled home and auto policy sales by 37% in the past year.
  • Secured 2 in life insurance policy premiums for the year 2020, reflecting a 68% growth compared to the previous year.
  • Consistently exceeded monthly sales targets, achieving 44% above quota in 2017.
  • Exceeded client retention rates by educating them on policy benefits and providing comprehensive risk management advice.

Affiliations

  • American Medical Informatics Association
  • Insurance Marketing & Communications Association (IMCA)
  • Producers Council - Phoenix Chapter
  • Association of Information Technology Professionals
  • National Association of Social Workers
  • Association for Computing Machinery
  • American College of Financial Services
  • Toastmasters
  • Society of Women Engineers
  • Association for Advanced Life Underwriting (AALU)

Certifications

  • Accredited Customer Service Representative (ACSR)
  • SHRM Certified Professional (SHRM-CP)
  • Chartered Property Casualty Underwriter (CPCU)
  • Association for Project Management (APM)
  • Certified Public Accountant
  • Financial Services Certified Professional (FSCP)
  • Life and Health Insurance License
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Registered Health Underwriter (RHU)
  • Series 63 - Uniform Securities Agent State Law License

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