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Skills

  • Influencing business growth
  • Insurance sales strategy
  • Retirement planning
  • Client service
  • Credit and collections
  • Client relationship management
  • Business Planning
  • Excellent communication skills
  • Business Administration
  • Customer satisfaction

Work Experiences

  • Recommendation
  • Presented account proposals in a timely and professional manner.
  • Took continuing education courses and workshops to learn more about the insurance industry.
  • Consistently met or exceeded the company's new policy sales goals.
  • Upsold agency products and services, resulting in annual sales of $5.
  • Developed strong relationships with clients by following up on previous purchases and suggesting new products.
  • Had planned ahead.
  • Various events, such as tradeshows, seminars, and workshops, were used to engage prospects and customers.
  • Was in charge of maintaining store equipment such as computers, printers, and fax machines.
  • Got better.

Summaries

  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • As an Intern, I'm an ambitious Insurance student looking for hands-on experience in team leadership underwriting.
  • Ability to complete tasks accurately despite interruptions and competing demands has been demonstrated.
  • For future mailings and newsletters, the database has been updated with updated addresses and other alumni contact information.
  • Multi-tasking, self-motivated leader with experience expanding network connections, persuading customers to buy products, implementing pricing models, inventory control and projections, territory development, and uncovering customer needs to deliver solutions.
  • Results-oriented, goal-oriented, and looking to apply my experience to the role of Licensed Sales Producer.
  • Financial analysis, reconciliation, mortgage collections, loan documentation, SBA liquidation, credit and risk management assessment, and customer service are all areas of expertise for me.
  • A committed, tactical team builder and strategic planner seeking a position in account management or sales with a forward-thinking elevator service and construction firm.
  • Professional with over 11 years of experience in project management and process improvement initiatives across the enterprise.
  • Excellent communicator and team player looking for a position as a QA analyst with a forward-thinking company.

Accomplishments

  • Planned and executed on-site client consultations, closing complex insurance deals 48% of the time.
  • Instrumental in boosting the agency's retention rates by developing and implementing customer success strategies, resulting in a 66% improvement.
  • Resolved product issue through consumer testing.
  • Increased sales 18% over 6 months.
  • Consistently ranked among the top 36% of producers in terms of new business generation throughout 2018.
  • Spearheaded CRM segmentation strategies, resulting in a 60% increase in new contact engagement and policy sales.
  • Successfully negotiated and finalized high-value commercial property and casualty insurance policies worth $11, improving the company’s commercial portfolio.
  • Collaborated with agents to cross-sell home, auto, and life insurance policies, driving a 68% overall increase in bundled policy sales.
  • Negotiated terms and coverage for high-net-worth individuals seeking life and casualty insurance, closing 79% of prospects.
  • Earned designations as category.

Affiliations

  • National Sales Network (NSN)
  • Certified Financial Planner (CFP) Board Affiliation
  • Insurance Innovators Conference Membership
  • Financial Planning Association (FPA)
  • Insurance Business America Networking Group
  • Million Dollar Round Table (MDRT)
  • International Association of Insurance Professionals (IAIP)
  • American Marketing Association
  • National Association of Social Workers
  • Center for Insurance Education and Research

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA Security+
  • Licensed Insurance Agent Oregon Department of Insurance
  • Associate in Commercial Underwriting (AU) - Harbor & Co.
  • Insurance Agency Operations Certification - procedure
  • Accredited Advisor in Insurance (AAI) - Lakeside Partners
  • Association for Project Management (APM)
  • Certified Professional Insurance Agent (CPIA) – Beacon Labs
  • Apple Certified Associate (ACA)
  • Procedure license

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