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Skills

  • Customer follow-up
  • First Aid/CPR
  • Security systems
  • Asset protection expertise
  • Operational improvement
  • Invoice generation
  • Client portfolio management
  • Customer onboarding
  • Digital marketing for insurance products
  • Planning and coordination

Work Experiences

  • Achieved conversion within 6 months.
  • Increased client retention by identifying premium discounts and increasing savings opportunities.
  • Analyzed the needs of customers and recommended the best options for them, upselling products and services.
  • Achieved 75% growth in competitive markets.
  • Achieved sales exceeding $17.
  • Achieved results within three years.
  • Boosted total sales volume by $6 annually.
  • Achieved a 26% increase in sales from multilingual customers.
  • Accounted for $14 in annual premiums.
  • Achieved 65% increase in sales.

Summaries

  • Bringing 13 years of industry-leading insurance performance.
  • Looking for a new job with a company in the Insurance sector.
  • ServiceNow expert who excels at meeting and exceeding sales targets.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Strategic thinker with expertise in data analysis.
  • Connecting with business customers to meet account needs, drive growth, and increase retention is a strength.
  • Process improvement Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Active leader with excellent communication and collaboration skills.
  • Proficient in promoting standard by leveraging process improvement and risk assessment knowledge.
  • Detail-oriented Insurance Sales Agent eager to contribute to the standard mission by utilizing a talent for client satisfaction and retention.

Accomplishments

  • Monitored client portfolios for cross-selling opportunities, creating customized proposals that increased monthly sales by $7.
  • Led the adoption of new sales automation software QuickBooks, which saved 17 hours per sales cycle and raised team efficiency by 59%.
  • Established referral partnership systems with local businesses, generating 16 leads and increasing new client acquisition by 21%.
  • Collaborated with claims adjusters and lawyers to resolve client claims efficiently, reducing turnaround times by 21%.
  • Enhanced client loyalty by identifying and offering multi-line policy bundles, boosting customer retention by 68%.
  • Delivered personalized insurance quotes utilizing analytics from CRM data, achieving a 29% cold lead conversion rate.
  • Introduced sales initiatives to target underinsured clients, increasing add-on coverage sales by 21%.
  • Utilized market research and competitive analysis to introduce new insurance products, capturing 61% of market share in two years.
  • Recommended personalized insurance package options based on detailed risk assessment, achieving an average upsell value of $8.
  • Spearheaded an initiative to improve client engagement through digital communication, lowering client churn by 61%.

Affiliations

  • Appointed to the Diversity and Inclusion Committee of a major insurance brokerage, focusing on multilingual service development and inclusivity strategies.
  • Associate member of the Latin American Association of Insurance Agencies (LAAIA), focusing on expanding bilingual client engagement and multilingual sales support.
  • Volunteer at standard Better Business Bureau (BBB), offering public seminars on understanding personal insurance options and claims processes.
  • Moderator for a panel at the Insurance Customer Service Excellence Summit, leading discussions on bilingual accessibility and multilingual sales growth best practices.
  • Member of the Association of Insurance Compliance Professionals (AICP), focusing on staying updated with regulatory changes that impact customer policies and onboarding.
  • Certified in Advanced Customer Experience Strategies by standard, equipped with improved client query resolution techniques.
  • Earned a designation as a Certified Risk Manager (CRM), specializing in personalized risk assessment services for home and auto insurance.
  • Completed a customer satisfaction and time management workshop through the American Customer Satisfaction Index (ACSI).
  • Member of the Society of Financial Awareness (SOFA), promoting community financial literacy through insurance education initiatives.
  • Served as a bilingual support specialist for the Insurance Professionals Association, aiding in the development of training material for Spanish-speaking insurance agents.

Certifications

  • Risk Management for Personal Lines Certification – The Institutes
  • Ethics in Insurance Certification – Compliance & Regulatory Training Organization
  • SHRM Senior Certified Professional (SHRM-SCP)
  • First Aid/CPR
  • Certified Agency Manager (CAM) – The National Alliance for Insurance Education & Research
  • Associate in Personal Insurance (API) - framework
  • Accredited Advisor in Insurance (AAI) - metric
  • Certified Business Analysis Professional (CBAP)
  • Property and Casualty Insurance License Oregon
  • Life and Health Insurance License – Washington

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