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Skills

  • Risk management
  • Sales techniques
  • Client portfolio management
  • Vision and dental insurance
  • Loss analysis
  • Life insurance
  • Property insurance
  • Auto insurance
  • Agency Management System 360
  • Annuities product expertise

Work Experiences

  • Audited existing policies.
  • Achieved growth in sales for SAP.
  • Advised clients of potential risks.
  • Achieved 53% growth in customer base.
  • Built and maintained a portfolio of 12 clients, achieving 76% renewals year-over-year on life insurance policies through consistent follow-up efforts.
  • Actively participated in community seminars, generating over $12 in new business for Salesforce.
  • Used persuasion sales techniques to recommend the type and amount of coverage based on an analysis of the customers' circumstances.
  • Achieved a 47% retention rate.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 10% increase in sales.
  • Used a rate book, Microsoft Excel, and a calculator to quote and calculate premium rates for policies.

Summaries

  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Achieved results within 15 months of launch.
  • Professional who is resourceful and versatile and has a track record of consistently exceeding aggressive sales targets.
  • Power BI and ServiceNow are two of my strongest skills.
  • Metric Insurance Agent with superior data analysis and team leadership abilities.
  • Achieved Top Performer recognition.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Achieved a 41% improvement in policy closures.
  • Achieved 60% more new clients.
  • Accomplished sales professional with a focus on relationship building and loyalty initiatives, maintaining a portfolio of 10 clients with retention rates as high as 61%.

Accomplishments

  • Actively analyzed competitor offerings and market conditions, resulting in updates to sales approaches that enhanced competitiveness and led to a 34% growth in new policy purchases.
  • Strategized and launched digital marketing campaigns targeting process, resulting in 47% increased lead generation in one year.
  • Led a business development initiative that resulted in $13 of revenue growth in several months by identifying and targeting high-net-worth individuals.
  • Increased customer satisfaction by 57% by deploying customer-first problem-solving strategies and timely claims processing.
  • Initiated territory expansion into new markets, growing life insurance sales by 49% over a period of 10 months.
  • Collaborated with financial planners to offer comprehensive financial solutions, contributing to a 50% year-over-year growth in client portfolios.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Earned status as Certified Insurance Counselor (PMP) in 2021, contributing to a 62% increase in credibility and client trust.
  • Documented and resolved process which led to category.
  • Secured partnerships with local referral networks, leading to an incremental $17 in revenue from new life insurance policies.

Affiliations

  • International Association of Administrative Professionals
  • Risk Management Association (RMA)
  • National Association of Social Workers
  • Association for Insurance Compliance Professionals (AICP)
  • Association for Supply Chain Management (APICS)
  • Institute of Business & Finance (IBF) - Certification in PMP
  • American Marketing Association
  • Association of African American Financial Advisors (AAAA)
  • American Association for Long-Term Care Insurance (AALTCI)
  • Institute of Insurance Marketing - Completed advanced courses in 2015

Certifications

  • Registered Health Underwriter (RHU) - Summit Group
  • Risk Management Certification - Summit Group
  • Certified Business Analysis Professional (CBAP)
  • Anti-Money Laundering (AML) Certification – Vantage
  • FINRA Series 6 License – Lakeside Partners
  • NASD Series 6 and Series 63 Licensed – Brightline
  • Certified in Long Term Care (CLTC) – Beacon Labs
  • Project Management Professional (PMP)
  • SHRM Certified Professional (SHRM-CP)
  • Associate, Insurance Regulatory Compliance (AIRC) - Beacon Labs

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