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Skills

  • Managing referrals
  • Customer follow-up and reporting systems
  • First Aid/CPR
  • Conflict resolution and mediation
  • Invoice generation
  • Business operations
  • RFI Scanners
  • Planning and coordination
  • Client churn reduction initiatives
  • Claims resolution and escalation reduction

Work Experiences

  • Achieved this over the past year.
  • Achieved a 46% reduction in escalation cases.
  • Was quick and efficient in responding to questions such as billing issues and coverage checks.
  • Used HubSpot to compile data gathered from various sources.
  • Interviewed clients to determine their income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance in order to develop and implement strategic financial plans; I currently manage a client investment portfolio worth $6M.
  • Site evaluations, customer surveys, and team audits were all things I did.
  • Saved money by developing functional solutions to procedure problems.
  • Achieved a 61% increase in premium volume.
  • Learned risk assessment and performance reporting to help with office needs.
  • Kept my framework knowledge up to date by doing strategic planning and budget management.

Summaries

  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Excellent problem-solving, relationship-management, and prioritization skills.
  • Personal Lines Account Executive is a hardworking and dependable Personal Lines Account Executive who excels at workflow optimization and process improvement.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Expert in method with a strong aptitude for automated and optimized.
  • Knowledge of HubSpot in depth, as well as team leadership and client relations abilities.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Accomplished insurance professional adept at reducing client churn, exceeding revenue goals, and delivering 36% increased satisfaction with personalized service approaches.

Accomplishments

  • Successfully mediated policy renewal disputes between clients and carriers, resulting in a resolution success rate of 51% without the need for escalations.
  • Partnered with underwriters and carriers on policy adjustments, providing meaningful coverage solutions that improved customer retention by 51%
  • Worked closely with the underwriting team, identifying and implementing coverage solutions that best addressed client risk exposures, resulting in a 79% boost in renewal rates.
  • Participated in industry conferences and networking events, generating new business leads and contributing to an increase of $10 in the company’s overall revenue.
  • Received recognition in 2020 for managing the most complex personal lines claims cases with a resolution rate of 37% within 7 days.
  • Successfully navigated complex claims processes and served as a go-between for clients and carriers, leading to a 33% improvement in claims resolution time.
  • Recognized by management with Outstanding Service Award for consistently reducing client churn through retention efforts and relationship management strategies.
  • Managed a portfolio of 11 personal lines accounts, achieving a 58% retention rate through diligent relationship building and proactive policy renewals.
  • Instrumental in implementing risk management strategies that reduced client risk exposure by 49% while ensuring adequate coverage at competitive pricing.
  • Delivered tailored risk assessments and coverage options, increasing individual client policy sizes by an average of 27%.

Affiliations

  • Honoree, 2023 Insurance Sales Leadership Award by initiative
  • Alumni, Leadership Development Program, system, 2019
  • Member, National Society of Insurance Premium Auditors (NSIPA)
  • Member, Illinois Insurance Advisory Council (SIAC)
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
  • Charter Member, Society of Certified Insurance Service Representatives (CISR)
  • Affiliate, Association of Insurance Compliance Professionals (AICP)
  • Graduate, Insurance Producer Development Program, method, 2022
  • Fellow, Life Management Institute (FLMI)
  • Member, International Insurance Society (IIS)

Certifications

  • CompTIA Network+
  • CompTIA Security+
  • Cisco Certified Network Associate (CCNA)
  • Accredited Adviser in Insurance (AAI)
  • Associate in General Insurance (AINS)
  • Associate in Claims (AIC)
  • Certified Risk Manager (CRM)
  • Auto Insurance Professional Designation
  • Cisco Certified Internetwork Expert (CCIE)
  • First Aid/CPR

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