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Skills

  • Auto insurance
  • Presentation and public speaking
  • Administrative Process Improvement
  • Organization
  • Client needs analysis
  • Negotiation and persuasion
  • First Aid/CPR
  • Customer satisfaction optimization
  • Quotes and sales
  • Complaint resolution and conflict management

Work Experiences

  • Presented financial well-being education to groups of over 15 people to cultivate new business and increase customer financial knowledge.
  • Analyzed policyholder data to identify at-risk clients and executed targeted savings plans, reducing lapse rates by 29%.
  • Collaborated with framework customers to determine their needs and deliver program service.
  • Awarded Excellence Award for excelling in client retention.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved Innovation Award for client satisfaction in 2020.
  • Analyzed policyholder data.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Achieved 60% growth in policy renewals.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.

Summaries

  • Attracted new clients.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Boosted client engagement and policy adoption by 65%.
  • Achieved 58% growth in new client acquisitions.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved 82% growth in new client acquisition.
  • Achieved 35% growth through targeted campaigns.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Achieved 22% new business growth.
  • Accomplished in launching targeted marketing campaigns.

Accomplishments

  • Reviewed and updated 9 existing policies to reflect compliant regulatory terms, improving overall client trust and retention.
  • Developed and executed cross-selling initiatives, increasing product penetration and boosting total client holdings by 63%.
  • Established long-term working relationships with legal and financial experts to boost cross-referral business by 61%.
  • Introduced an automated tracking system for client renewals, improving policy retention rates by 16%.
  • Improved overall productivity by reducing average case completion time by 10 days through process optimization.
  • Trained over 4 junior brokers, increasing collective team sales by $2 over 18 months.
  • Surpassed sales target by 68% through active client relationship building and proactive follow-ups.
  • Contributed to a $16 growth in annual sales by developing a high-net-worth client referral strategy.
  • Coordinated with cross-functional teams to ensure seamless underwriting processes, resulting in a 77% reduction in policy approval time.
  • Increased client satisfaction by 56% by integrating personalized policy reviews and ongoing service touchpoints.

Affiliations

  • National Association of Social Workers
  • National Alliance for Insurance Education & Research
  • Risk and Insurance Management Society (RIMS)
  • Million Dollar Round Table (MDRT)
  • Society of Human Resource Management
  • Life Underwriter Training Council Fellow (LUTCF)
  • American Medical Informatics Association
  • Women in Insurance and Financial Services (WIFS)
  • Association for Advanced Life Underwriting (AALU)
  • Society of Financial Service Professionals (SFSP)

Certifications

  • Certified Retirement Counselor (CRC) – Brightline
  • Chartered Financial Consultant (ChFC®) - Ironclad Systems
  • Brokerage General Agent (BGA) Certification - Cedar Works
  • Certified Fund Specialist (CFS) – Vantage
  • Google Certified Professional Cloud Architect
  • FINRA Series 7 – General Securities Representative License - 2020
  • Financial Industry Regulatory Authority (FINRA) Series 6 License - 2018
  • CompTIA Security+
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Wealth Manager (CWM) - Ironclad Systems

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