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Skills

  • Customer satisfaction
  • Business Strategy
  • Organizational skills
  • Policy management
  • Property and casualty products
  • Strong interpersonal skills
  • Adobe Creative Suite proficiency
  • Asset protection
  • Multi-Task Management
  • Sales strategy development

Work Experiences

  • All agency commissions were collected, analyzed, and validated by me.
  • Saved $14 by putting in place cost-cutting measures that addressed long-standing issues.
  • Transported Tableau to the past year customer locations.
  • Kept track of the status of all open insurance claims.
  • Met with an average of 15 walk-in policyholders to address and resolve complaints.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Evaluated leads obtained through cold calling, lead databases, and direct referrals.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 10% increase in sales.
  • Collaborated with process customers to determine their needs and deliver procedure service.

Summaries

  • Life Insurance Agent with 6 years of successful strategic planning and performance reporting experience.
  • Life Insurance Agent is a multi-talented Life Insurance Agent who is consistently rewarded for planning and operational improvements.
  • Top-producing salesperson and industry expert in Insurance.
  • Insurance agent with experience in financial accounting and cost estimation.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Costs were consistently reduced while profits were increased.
  • Licensed Insurance Broker with a working knowledge of new coverage competencies, exclusions, and endorsed enhancements.
  • Dedicated Insurance Sales Agent with 17 years of client-facing experience in policy management and insurance product recommendations.
  • Exceptional communication and team-building abilities.
  • Persuasive Insurance Broker with over 11 years of experience in business sales and life and health insurance.

Accomplishments

  • Identified
  • Reduced
  • Business Development: Initiated two key partnerships which resulted in method revenue growth.
  • Integrated
  • Guided
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Recommended
  • Solved
  • Researched
  • Prepared

Affiliations

  • Participant, Life Insurance Policy Development Roundtable
  • Member, Certified Insurance Service Representatives (CISR) Forum
  • Insurance Sales Professionals Network of Boston
  • Rotary International
  • Associate in Insurance Services (AIS) Certification
  • Life Insurance Marketing and Research Association (LIMRA)
  • Financial Services Institute (FSI) Member since 2021
  • Association for Computing Machinery
  • Financial Planning Association (FPA) - Active Membership since 2022
  • Certified Insurance Counselor (CIC) designation

Certifications

  • NAIFA’s Life & Annuity Certified Professionals (LACP)
  • Certified Leadership in Life Insurance Sales metric
  • Salesforce
  • CompTIA Network+
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Long-Term Care (CLTC)
  • Licensed Securities Broker program
  • Licensed Insurance Consultant - Life & Annuities Washington
  • Certified Life Insurance Broker 2016
  • Certified Policy Administration Expert Meridian

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