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Skills

  • Communications
  • Understanding of medical terms
  • Credit and collections
  • Business Development
  • Computer literate
  • Excellent communication skills
  • Property and casualty products
  • Business operations
  • Complex problem-solver
  • Lead generation strategies

Work Experiences

  • Upsold agency products and services, resulting in annual sales of $17.
  • Conducted interviews with potential clients to learn about their financial needs and to discuss any existing insurance coverage.
  • Presented account proposals in a timely and professional manner.
  • Developed life insurance and commercial insurance leads to meet monthly sales targets.
  • Gathered information for policy development by interviewing clients, requesting records, and inspecting property.
  • Managed
  • Established positive working relationships with car dealers, loan processors, and other community business partners.
  • Compiled information on coverage and ratings in an easily accessible format.
  • Raised the stakes.
  • Made a decision.

Summaries

  • Customer-focused, strategic-thinking salesperson with more than 20 years of experience in developing relationships, cultivating partnerships, retaining top accounts, and expanding profit channels.
  • Articulate
  • Personal Lines Insurance Agent with experience reviewing, classifying, coding, and rating insurance applications for category.
  • Adaptive quality assurance specialist who uses cutting-edge methods and techniques to boost productivity, customer satisfaction, and profits.
  • Demonstrated ability to cultivate relationships with key retail clients in order to expand client accounts and maintain business growth.
  • Conducting in-depth trend, financial, and business analysis to mitigate risk and protect against financial loss has proven to be successful.
  • Collaborate with commercial lenders to achieve sales targets.
  • By persistently pursuing leads and developing positive client relationships, he is known for consistently meeting and exceeding sales goals.
  • I worked on films that screened at Asians on Film Festival, Boston International Film Festival, Tri-Cities Fantastic Fest, and Mile High Horror Film Festival, among others.
  • a resourceful customer service specialist looking to apply her skills in an A/P or A/R role with a forward-thinking company.

Accomplishments

  • Led strategic growth efforts, acquiring 6 new clients per month and increasing team closed-policy ratio by 23%.
  • Provided ongoing support and comprehensive communication to clients, attaining renewal rates of 18% across personal lines segments.
  • Implemented scheduled review meetings with clients annually, successfully identifying opportunities for cross-sell and increasing premium revenue by $15 during the past year.
  • Resolved product issue through consumer testing.
  • Led training sessions for new staff on industry best practices and client management systems, decreasing onboarding time by 55% and improving early performance for new hires.
  • Utilized analytical tools to profile at-risk clients and proactively engaged in policy renewal conversations, leading to 50% of policies being renewed ahead of schedule.
  • Developed competitive pricing models that adjusted for client-specific risk exposures, leading to a 57% increase in new clients and policy renewals.
  • Fostered and maintained relationships with over 7 clients each quarter, achieving 85% client retention rate growth and enhancing customer satisfaction by 35%.
  • Applied strong dispute resolution techniques, successfully resolving client conflicts leading to policy retention rates exceeding 46%.
  • Improved cross-functional collaboration with underwriters to optimize policy structures, driving a 44% improvement in premium collections over several months.

Affiliations

  • National Association of Professional Insurance Agents (PIA)
  • Financial Planning Association (FPA)
  • National Alliance for Independent Insurers (NAII)
  • Trusted Choice® - Independent Insurance Agents
  • Independent Insurance Agents & Brokers of America (IIABA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Women Engineers
  • Southern Insurance Institute
  • Project Management Institute
  • National Alliance for Insurance Education & Research

Certifications

  • Insurance Agency Owner Certification process
  • Cisco Certified Internetwork Expert (CCIE)
  • Project Management Professional (PMP)
  • Insurance Continuing Education (CE) Credits Completion 2018
  • ServSafe
  • Certified Insurance Service Representative (CISR)
  • Accredited Customer Service Representative (ACSR)
  • Salesforce
  • CompTIA Security+
  • Insurance Data Analytics Certificate Tableau

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