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Skills

  • Risk assessment and mitigation
  • Bilingual proficiency French
  • Policy adjustment knowledge
  • Conflict resolution in client negotiations
  • Customer service
  • Customer retention strategies
  • CRM software proficiency
  • Insurance billing
  • Customer follow-up
  • Problem resolution

Work Experiences

  • Nurtured professional relationships in order to form long-term profitable alliances.
  • Achieved a 75% reduction in manual processes.
  • ServiceNow was delivered to customer locations by me.
  • Engaged customers and provided a high level of service by carefully explaining details about documents.
  • Assisted in the creation of category procedures.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Used Adobe Creative Suite to compile data gathered from various sources.
  • Increased client retention by identifying premium discounts and increasing savings opportunities.
  • Analyzed complex insurance portfolios.
  • Analyzed the needs of customers and recommended the best options for them, upselling products and services.

Summaries

  • Service-oriented and quality-focused, with 14 years of Insurance experience and a track record of success.
  • Strong technical skills and experience in strategic planning.
  • Looking for a new job with a company in the Insurance sector.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Achieved a claims reduction of 47%.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Motivating leader who has built and managed metric teams in the past.
  • Accomplished insurance professional skilled in presentation and briefing, instrumental in implementing streamlined insurance decision workflows after delivering data-driven recommendations to executive management.
  • Ability to recognize process issues and integrate framework solutions to achieve process.
  • Accomplished Personal Lines Insurance Broker.

Accomplishments

  • Maximized renewal retention by proactively engaging with clients before policy expiration, resulting in a 42% annual renewal rate.
  • Trained a team of 17 junior brokers on sales techniques and industry regulations, fostering a team that exceeded quarterly sales targets by 27%.
  • Analyzed competitor offerings to refine personal lines products, resulting in the differentiation of 5 new services/products that captured 81% new market share.
  • Achieved PMP in 2015, demonstrating ongoing commitment to industry excellence and increasing my proficiency in insurance law and compliance.
  • Introduced a loyalty rewards program for long-term clients, increasing repeat business and growing policyholder loyalty by 54% year over year.
  • Leveraged CRM tools to manage 9 client relationships, resulting in a 37% boost in lead conversion rates through personalized outreach.
  • Led the successful transition from paper to digital policy management system, reducing document processing time by 63% and increasing team productivity.
  • Worked closely with marketing to create targeted campaigns, driving 84% growth in first-time policyholders within 6 months of campaign launch.
  • Managed high-net-worth client portfolios, ensuring seamless transitions between policies with zero lapses in coverage across 3 consecutive renewals.
  • Streamlined policy review and claims submission process using Microsoft Excel, reducing average claims resolution time by 13% and improving client satisfaction.

Affiliations

  • Volunteer mentor with the Association for Talent Development (ATD), guiding junior insurance brokers on effective sales techniques.
  • Completed the Chartered Property Casualty Underwriter (CPCU) certification, focusing on advanced knowledge of personal lines insurance policies.
  • Certified Insurance Counselor (CIC) certification earned through The National Alliance, demonstrating deep knowledge in risk management and client protection.
  • Winner of the Boston Insurance Brokers Association Rising Star Award for increasing client retention through innovative customer service solutions.
  • Engaged member of the Society for Human Resource Management (SHRM), focusing on employee benefits brokerage and HR collaboration.
  • Member of the National Association of Professional Insurance Agents (PIA) since 2024, actively participating in annual industry conferences.
  • Completed the Certified Risk Manager (CRM) program, specializing in personal lines risk assessment and client advisory services.
  • Member of the Independent Insurance Agents & Brokers of America (Big ‘I’) since 2018, fostering a wide network of industry contacts.
  • Participating member of the Society of Insurance Trainers & Educators (SITE), focused on developing innovative training programs for brokers.
  • Member of the National African-American Insurance Association (NAAIA), promoting diversity, leadership, and collaboration within the industry.

Certifications

  • Insurance Ethics & Communication Mastery – method
  • Customer Privacy Compliance Certification – initiative
  • Certified Professional Insurance Agent (CPIA) – Northwind
  • Associate in Personal Insurance (API) - process
  • SHRM Certified Professional (SHRM-CP)
  • Certified Insurance Counselor (CIC) - The National Alliance for Insurance Education and Research
  • CompTIA A+ Technician
  • ServSafe
  • Armstrong Personal Risk Management Certification – Vantage
  • Accredited Adviser in Insurance (AAI) - Cedar Works

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