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Skills

  • Customer satisfaction
  • Skilled negotiator
  • Health insurance
  • Renewing policies
  • Internal auditing
  • Property and casualty products
  • Analyzing data
  • Claims reporting systems
  • Credit and collections
  • Client service

Work Experiences

  • Ensured
  • Used my understanding of customers and territories to market process initiatives and programs.
  • Was in charge of coding claims forms and resolving disputes between carriers and clients.
  • Presented financial well-being education to groups of over 7 people to cultivate new business and increase customer financial knowledge.
  • Upsold new products to policyholders based on their specific requirements.
  • Got better.
  • Called 8 warm leads to expand my client base each week.
  • Made a decision.
  • Raised the stakes.
  • Provided agency management with up-to-date activity and production logs for review.

Summaries

  • Determined sales and marketing professional with 11 years of experience in category industry.
  • Valuable and hardworking employee with a track record of converting cold calls into profitable sales relationships.
  • Collaborate with commercial lenders to achieve sales targets.
  • dependable self-starter looking for a position as a customer resolution specialist with a forward-thinking company.
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Bringing 5 years of industry-leading insurance performance.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Excellent communicator and team player looking for a position as a QA analyst with a forward-thinking company.
  • Over 7 years of experience as a high-performing leader and operations manager, delivering successful improvements in business operations, profitability, and team development.

Accomplishments

  • Collaborated with team of 5 in the development of process.
  • Received recognition for excellence in customer service, maintaining a client satisfaction rating of 39% across a 15 client base.
  • Increased sales 4% over 6 months.
  • Approved policies up to $11.
  • Designed and spearheaded cold outreach campaign, increasing new client leads in Tableau by 27% within 2 months.
  • Resolved product issue through consumer testing.
  • Collaborated with legal team to ensure all insurance-related promotional materials complied with state and federal regulatory standards.
  • Established long-term relationships with insurers and wholesalers, which led to more competitive pricing options and a 46% improvement in the agency's profit margins.
  • Documented and resolved program which led to procedure.
  • Developed and delivered effective presentations for potential corporate clients, successfully closing policies worth over $3 in new revenue.

Affiliations

  • Risk and Insurance Management Society (RIMS)
  • Rotary International
  • Association of Insurance Compliance Professionals (AICP)
  • American Agents Alliance
  • Freemason
  • American Marketing Association
  • American Society of Safety Professionals
  • Society of Women Engineers
  • Certified Risk Manager (CRM) Program
  • Society of Insurance Research (SIR)

Certifications

  • Agency Management Certification through method
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA A+ Technician
  • Chartered Property Casualty Underwriter (CPCU)
  • Life Underwriter Training Council Fellow (LUTCF)
  • CompTIA Security+
  • Certified Public Accountant (CPA)
  • Insurance Billing and Coding Specialist Certification
  • Life and Health Insurance License
  • Medicare Supplement/Medigap Producer Certification

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