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Skills

  • Medication management
  • Errands
  • Data-driven decision making
  • Insurance portfolio modernization
  • Cross-functional team leadership
  • Advanced customer rapport building
  • Homeowners' insurance risk realignment
  • Sharp problem solver
  • Interior decorating
  • Industry legislation and regulation knowledge

Work Experiences

  • Documented residents' behavior in terms of mental status, sleeping, and eating patterns in medical record books.
  • Used physical therapy to help patients improve their muscle tone, range of motion, and recovery from injuries.
  • Replaced bandages, dressings, and binders to care for wounds and encourage healing.
  • Handled incoming mail, bills, and invoices, as well as taking the necessary actions.
  • Achieved a Outstanding Service Award.
  • Prepared meals and assisted patients with eating tasks to promote healthy nutrition.
  • Communicated with carriers, underwriters, and marketing representatives.
  • Went grocery shopping on a regular basis to keep the house stocked with necessities.
  • Achieved a $10 reduction in losses.
  • Made sure that personal and professional documents were filed properly.

Summaries

  • Personal Lines Manager is a responsible Personal Lines Manager who is certified in CPA and has a 18-year career in healthcare.
  • When reviewing instructions and medical charts to administer medications and treatments correctly, be thorough.
  • By effectively coordinating schedules, planning events, running errands, and handling childcare and household tasks, an experienced Personal Assistant has been successful in minimizing hassles and alleviating client concerns.
  • Empathetic Care Worker who cultivates a trusting, stimulating, and varied lifestyle for residents through a sensitive and compassionate approach.
  • Negotiator and planner with extensive knowledge of customer relations, insurance policy differences, and market trends.
  • Appointment, medication, and household management training.
  • In-home or in a care facility, a skilled care provider assists the elderly, convalescents, or persons with disabilities with daily living activities.
  • By managing health needs, assisting with personal grooming, performing light housekeeping, and client relations, I am skilled at providing attentive care to patients.
  • Bringing 15 years of experience in assisting chronically ill patients with daily living activities and household tasks.
  • Weekends and evenings are available 8 hours per week.

Accomplishments

  • Led a regional expansion project for auto insurance personal lines, growing the client base by 3 clients and increasing revenue by 63%.
  • Restructured pricing models for auto insurance personal lines, which led to a $221,000 increase and positioned the company competitively in Raleigh.
  • Developed an outreach program for inactive personal insurance clients, bringing 15% back to an active policy state within 17 months.
  • Resolved product issue through consumer testing.
  • Collaborated with external agencies to analyze market trends and successfully adjusted product offerings, creating a 28% growth in under-served regions.
  • Negotiated with third-party vendors to provide more competitive personal insurance options, reducing costs by 68% while maintaining policy coverage.
  • Developed training modules for junior underwriters, focusing on error reduction strategies that improved claim approval accuracy by 65%.
  • Drove the adoption of customer feedback surveys for personal lines clients, resulting in an NPS score increase of 5 points in 2024.
  • Enhanced customer engagement by proposing and implementing personalized annual insurance reviews, leading to a 51% increase in policy renewals.
  • Documented and resolved program which led to category.

Affiliations

  • Toastmasters
  • Council of Insurance Agents & Brokers (CIAB)
  • The Insurance Institute of America (IIA)
  • Environmental & Transportation Insurance Professional Organizations
  • International Association of Administrative Professionals
  • Insurance Industry Charitable Foundation (IICF)
  • Association of Information Technology Professionals
  • Society for Human Resource Management (SHRM) - Relevant for HR Risk Management
  • Association of Insurance Compliance Professionals (AICP)
  • Risk and Insurance Management Society (RIMS)

Certifications

  • Google Certified Professional Cloud Architect
  • Personal Lines Coverage Specialist (PLCS)
  • Risk Analysis and Assessment Professional Certification
  • Advanced Performance-Based Project Management Certificate
  • Accredited Personal Lines Professional (APLP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Underwriting and Loss Prevention Certification
  • CompTIA Security+
  • Certificate in Strategic Communication for Insurance Professionals
  • Advanced Insurance Designation (AID) from Brightline

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