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Skills

  • Client needs analysis
  • Asset protection
  • CRM Software Proficiency (SAP)
  • Customer satisfaction improvement
  • Cold-calling techniques
  • Case study presentations
  • Claims reporting systems
  • Risk mitigation
  • Exposure determination
  • Contract review and analysis

Work Experiences

  • Used a rate book, Adobe Creative Suite, and a calculator to quote and calculate premium rates for policies.
  • Returned customer calls within 18 hours, resolving issues and answering questions quickly.
  • Achieved an 17% increase in conversion rates.
  • Qualified individuals interested in purchasing insurance coverage by making approximately 9 outbound and inbound sales calls per week.
  • Achieved resolution within 2 days on average.
  • Analyzed claims data.
  • Collaborated with marketing to launch targeted email campaigns.
  • Achieved 9% retention in a book of business worth $8.
  • Achieved a 18% increase in cross-sell hits.
  • Boosted productivity and sales effectiveness.

Summaries

  • Accomplished Insurance Sales Representative with expertise in delivering high-impact presentations on complex insurances policies. Known for upselling existing clients and increasing average policy valuation by $13 through consultative sales methods.
  • Achieved a 46% increase in signed policies.
  • Accounted for 20% of total sales growth in 2024.
  • Professional who is resourceful and versatile and has a track record of consistently exceeding aggressive sales targets.
  • QuickBooks and Asana are two of my strongest skills.
  • Costs were consistently reduced while profits were increased.
  • Insurance Sales Agent with 6 years of experience customizing insurance programs, explaining features and benefits, and developing effective marketing strategies.
  • Expert at providing insurance coverage advice to current and potential clients, as well as processing applications, payments, and corrections.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved 42% growth in new business.

Accomplishments

  • Improved sales process by leveraging data analytics leading to an 36% improvement in conversion rates for high-value customer segments.
  • Effectively optimized sales presentations that improved closing rates by 63% through more aligned approach tailored to client needs.
  • Implemented performance tracking systems, resulting in 32% growth across all key sales metrics tracked within two years.
  • Consulted clients to understand insurance needs, leading to tailored policies that increased client coverage by an average of 40%.
  • Reduced client churn by 83% by streamlining communication and follow-up protocols, ensuring comprehensive policy clarifications.
  • Transformed lead conversion funnel, increasing policy sales through targeted marketing campaigns by 47%.
  • Monitored sales performance metrics and provided actionable insights that contributed to a 57% monthly KPI achievement.
  • Reduced sales cycle by several months, bringing faster closure rates that increased total number of policies sold by 72%
  • Reduced claims-related customer complaints by 18% through process redesign and implementation of a multi-channel support system.
  • Trained and developed a high-performing sales team of 12 associates, delivering a 18% increase in organizational sales by 2015.

Affiliations

  • National African-American Insurance Association (NAAIA)
  • Risk and Insurance Management Society (RIMS)
  • Society of Women Engineers
  • American Medical Informatics Association
  • Toastmasters
  • Association for Supply Chain Management (APICS)
  • Association of Insurance Compliance Professionals (AICP)
  • Society of Human Resource Management
  • National Association of Professional Insurance Agents (PIA)
  • Professional Insurance Agents Association

Certifications

  • Certified Professional Insurance Agent (CPIA) – American Insurance Marketing & Sales Society
  • Certified Insurance Counselor (CIC) - program
  • Professional Risk Manager (PRM) - metric
  • Certified Business Analysis Professional (CBAP)
  • Registered Health Underwriter (RHU) category
  • First Aid/CPR Certified
  • Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards
  • SHRM Certified Professional (SHRM-CP)
  • Chartered Property Casualty Underwriter (CPCU) - The Institutes
  • CompTIA Network+

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