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Skills

  • Supervision
  • Client relationship management
  • Compliance with insurance regulations
  • Time management and prioritization
  • Framework equipment
  • Quote information
  • Estate Planning Collaboration
  • Business Planning
  • Account management
  • Negotiation and persuasion

Work Experiences

  • Achieved results within 6 months.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved 60% growth in policy renewals.
  • Conducted extensive market analysis.
  • Achieved a Outstanding Service Award for most policies sold in 2019, contributing 25% to the overall company revenue stream.
  • Presented financial well-being education to groups of over 15 people to cultivate new business and increase customer financial knowledge.
  • Assisted over 16 clients in making informed decisions.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Conducted extensive market analysis to identify emerging trends, which resulted in the launch of a new Jira that met customer demands.
  • Analyzed policyholder data to identify at-risk clients and executed targeted savings plans, reducing lapse rates by 29%.

Summaries

  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Adept at building trusted relationships with clients, resulting in 66% of new business acquisitions through personal recommendations and referrals.
  • Caters to diverse client needs.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Built trust with high-net-worth clients.
  • Achieved results over the past three years.
  • Committed to staying current on market trends.
  • Achieved 52% renewal growth.
  • Achieved a 67% boost in team productivity.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Coordinated with cross-functional teams to ensure seamless underwriting processes, resulting in a 77% reduction in policy approval time.
  • Documented and resolved program which led to system.
  • Generated over 39% in additional revenue by identifying and pursuing cross-sell and up-sell opportunities within existing portfolios.
  • Surpassed sales target by 68% through active client relationship building and proactive follow-ups.
  • Resolved product issue through consumer testing.
  • Created a prospecting strategy that boosted client engagements by 52% and exceeded sales targets by 6 new policies.
  • Facilitated educational workshops that helped clients better understand their life insurance options, increasing total policy sales by 72%.
  • Introduced an automated tracking system for client renewals, improving policy retention rates by 16%.
  • Successfully prepared and executed estate planning strategies for 14 high-net-worth clients, reducing tax liabilities by 26% on average.

Affiliations

  • Toastmasters
  • National Association of Insurance and Financial Advisors (NAIFA)
  • National Ethics Association (NEA)
  • Association for Supply Chain Management (APICS)
  • Society of Women Engineers
  • Life Underwriter Training Council Fellow (LUTCF)
  • American Medical Informatics Association
  • National Alliance for Insurance Education & Research
  • Society of Human Resource Management
  • International Association of Registered Financial Consultants (IARFC)

Certifications

  • Google Certified Professional Cloud Architect
  • SHRM Certified Professional (SHRM-CP)
  • Certified Fund Specialist (CFS) – Vantage
  • Certified Insurance Counselor (CIC) - Meridian
  • CompTIA A+ Technician
  • Certified Retirement Income Professional (CRIP) - Vantage
  • Certified Business Analysis Professional (CBAP)
  • Retirement Income Certified Professional (RICP) – Beacon Labs
  • Certified Wealth Manager (CWM) - Ironclad Systems
  • FINRA Series 7 – General Securities Representative License - 2020

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