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Skills

  • Property and casualty products
  • Renewing policies
  • Loss prevention
  • Business Planning
  • Policy management
  • Business Development
  • Retirement planning
  • Client account management
  • Team training and development
  • Asset protection expertise

Work Experiences

  • Provided asset protection policy guidance and management.
  • Established positive working relationships with car dealers, loan processors, and other community business partners.
  • Increased the productivity of the customer service team by leading training initiatives and reorganizing schedules, resulting in a 7% reduction in overtime.
  • Followed up with potential clients who had requested information online.
  • Applications, payments, corrections, endorsements, and cancellations were all handled by me.
  • Reduced workflow inconsistencies by recruiting and hiring capable employees.
  • Got better.
  • Invented
  • Ensured
  • Used forecasting to figure out what changes needed to be made in the supply chain.

Summaries

  • Bringing 5 years of industry-leading insurance performance.
  • Results-oriented, goal-oriented, and looking to apply my experience to the role of Licensed Sales Producer.
  • Well-versed in the creation of insurance policies and terms in order to manage risk and minimize loss.
  • Licensed Sales Producer with 6 years of successful workflow optimization and client relations experience.
  • Valuable and hardworking employee with a track record of converting cold calls into profitable sales relationships.
  • Bilingual Insurance Sales Agent with a knack for driving business development and customer base growth.
  • Insurance Sales Agent looking for a position with a top-tier insurance agency.
  • Collaborate with commercial lenders to achieve sales targets.
  • Service-driven
  • Licensed Sales Producer who is proactive and meticulous, with over 15 years of experience in the process industry.

Accomplishments

  • Customized insurance solutions for over 4 clients, resulting in an annual premium increase by 72%.
  • Approved policies up to $11.
  • Spearheaded CRM segmentation strategies, resulting in a 60% increase in new contact engagement and policy sales.
  • Negotiated terms and coverage for high-net-worth individuals seeking life and casualty insurance, closing 79% of prospects.
  • Increased sales 18% over 6 months.
  • Designed and led a referral training program that increased employee referral generation by 66%.
  • Proactively led cold calls to 13 potential clients per month, with consistent conversion rates above 55%, exceeding sales quotas.
  • Instrumental in boosting the agency's retention rates by developing and implementing customer success strategies, resulting in a 66% improvement.
  • Received the “All-Star Award” for earning $13 in commissions and securing $10 million in life insurance sales.
  • Designed and implemented targeted email marketing campaigns leading to 75% conversion rates within 6 months.

Affiliations

  • Insurance Sales Academy
  • Independent Insurance Agents & Brokers of America (IIABA)
  • Risk and Insurance Management Society, Inc. (RIMS)
  • Society of Certified Insurance Counselors (CIC)
  • Project Management Institute
  • National Association of Social Workers
  • National Association of Insurance and Financial Advisors (NAIFA)
  • National Sales Network (NSN)
  • Lions Club
  • Association of Information Technology Professionals

Certifications

  • Excellence in Service Quality Certification framework
  • Microsoft Certified Systems Engineer (MCSE)
  • Advanced Customer Relationship Management (CRM) Certification - HubSpot
  • Associate in Insurance Services (AIS) - Beacon Labs
  • CRM Software Proficiency Certification - QuickBooks Institute
  • SHRM Senior Certified Professional (SHRM-SCP)
  • ServSafe
  • Chartered Financial Consultant (ChFC®) - Beacon Labs
  • Insurance Agency Operations Certification - procedure
  • Life and Health Insurance License

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