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Skills

  • Health insurance
  • Client needs analysis
  • Team management
  • Contract negotiation
  • Team building
  • Regulatory compliance
  • Auto insurance
  • First Aid/CPR
  • Budgets
  • Team leadership and coaching

Work Experiences

  • Achieved a team-wide sales increase of 28% in 2015.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 2% increase in sales.
  • Conducted thorough reviews of existing policies.
  • Built and managed client trust through personalized policy reviews, directly increasing customer loyalty and retention by 23% annually.
  • Transported Adobe Creative Suite to 6 months customer locations.
  • Analyzed potential risks for corporate clients.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Returned customer calls within 10 hours, resolving issues and answering questions quickly.
  • Added $13 in annual premiums.
  • Achieved growth within 18 months.

Summaries

  • Adept at risk analysis.
  • Recognized on a regular basis for outstanding performance and contributions to the Insurance industry's success.
  • Achieved 69% policyholder retention.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Assisted clients in understanding policy options.
  • Client-focused Insurance Broker.
  • Client-centric Insurance Broker.
  • Licensed Insurance Broker with 6 years of successful budget management and strategic planning experience.
  • Coached agents to achieve 23% sales increase for Tableau in 2022.
  • Program Insurance Agent with superior stakeholder engagement and cross-functional collaboration abilities.

Accomplishments

  • Facilitated strategic partnerships with Insurance providers, expanding available coverage options and increasing client acquisition by 66%.
  • Implemented new sales strategies resulting in a 15% increase in Microsoft Excel policy sales and $11 in additional revenue within 2016.
  • Mentored and trained a team of 9 junior agents, resulting in a 54% increase in overall team sales performance.
  • Collaborated with compliance departments to align all sales procedures with regulatory guidelines, maintaining a spotless audit track record.
  • Led a sales campaign that increased regional market share by 50% for ServiceNow, generating $16 in additional revenue.
  • Resolved product issue through consumer testing.
  • Created and executed client appreciation events, directly contributing to a 54% increase in relationship longevity and overall retention.
  • Reduced policy underwriting timelines by 43% through the implementation of ServiceNow, leading to faster client onboarding.
  • Analyzed and mitigated high-risk exposures for clients, decreasing potential liability by 50% year-over-year.
  • Achieved Employee of the Year for outstanding customer service, maintaining a client satisfaction rating of over 65%.

Affiliations

  • National Association of Social Workers
  • National Alliance for Insurance Education & Research
  • Association for Supply Chain Management (APICS)
  • Professional Insurance Agents Association (PIA)
  • American Institute For Chartered Property Casualty Underwriters (AICPCU)
  • International Risk Management Institute (IRMI)
  • Property Casualty Insurers Association of America (PCI)
  • National Association of Professional Insurance Agents (NAPIA)
  • Financial Planning Association (FPA)
  • Insurance Industry Charitable Foundation (IICF)

Certifications

  • Workers' Compensation Specialist Certification - Harbor & Co.
  • Certified Financial Planner (CFP) - Harbor & Co.
  • Liability Insurance Producer License - initiative
  • CompTIA Security+
  • Managing General Agent (MGA) Certification - Ironclad Systems
  • Associate in Reinsurance (ARe) - Summit Group
  • Google Certified Professional Cloud Architect
  • Certified Global Insurance Practitioner (CGIP) - Beacon Labs
  • Licensed Insurance Broker - standard
  • Long-Term Care Insurance Certification - Brightline

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