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Skills

  • Custom Coverage Solutions
  • Business Planning
  • New business development
  • Health insurance
  • Process equipment
  • Market trend analysis
  • Client satisfaction enhancement
  • Sales goal achievement
  • Customer service
  • MS Office

Work Experiences

  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Presented financial well-being education to groups of over 5 people to cultivate new business and increase customer financial knowledge.
  • Advised customers on coverage options to prevent gaps and ensured 54% client retention over 6 months by focusing on clear, customized solutions.
  • Attended national conferences and utilized newest digital marketing techniques, increasing web-based lead generation by 63%
  • Analyzed individual risk factors to offer personalized coverage options that reduced clients’ insurance premiums by an average of $15.
  • Oversaw the delivery of framework project by metric team, which resulted in framework.
  • Collaborated closely with the marketing team to develop targeted email campaigns, achieving a 31% open and conversion rate.
  • Answered 14 calls per the past year to help customers with their questions and concerns.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Returned customer calls within 18 hours, resolving issues and answering questions quickly.

Summaries

  • Acknowledged for outstanding customer service.
  • Achieved 17% retention rates.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Analytical Personal Lines Producer.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Aligned coverage plans with clients’ specific needs.
  • Awarded Innovation Award.
  • Collaborated with state regulators.
  • Collaborative Personal Lines Producer.

Accomplishments

  • Utilized data-driven insights to improve sales conversion rates by 47%, consistently exceeding monthly sales targets.
  • Collaborated with legal and financial experts to ensure that insurance solutions were fully compliant and optimized from both a regulatory and cost perspective.
  • Created benchmarks for sales team performance improvements, leading to a boost in overall team quota attainment by 42%.
  • Resolved 5 client claims disputes through mediation efforts, achieving a 71% success rate in reducing escalations.
  • Pioneered claim dispute resolution training for newly hired agents, leading to a 16% improvement in claims settlement timelines.
  • Collaborated closely with underwriters to secure optimal policy terms for clients, reducing underwriter review time by 45%.
  • Authored informational content on claims dispute resolution for internal training, improving team knowledge and handling efficiency by 22%.
  • Designed customized personal insurance plans, maintaining 29% compliance with industry standards and regulations.
  • Created and delivered risk assessment reports for clients, achieving a reduction in underinsurance risks by 59%, and improving client retention.
  • Coached and mentored junior producers, improving their sales conversion rates by 61% within the first two years of onboarding.

Affiliations

  • The Institutes - Risk and Insurance Knowledge Group
  • Society of Women Engineers
  • Project Management Institute
  • Lions Club
  • Rotary International
  • Association of Insurance Brokerage Administrators (AIBA)
  • Association for Supply Chain Management (APICS)
  • American Society of Safety Professionals
  • American Agents Alliance
  • Armed Forces Insurance Association

Certifications

  • Insurance Industry Ethics and Compliance Continuing Education (CE) Credits
  • CompTIA Security+
  • Insurance Services Office (ISO) Compliance Certification
  • Certified Public Accountant (CPA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Network Associate (CCNA)
  • Certified Insurance Counselor (CIC)
  • CPR and First Aid Certification (For Risk Consulting on Personal Liability)
  • Personal Lines Coverage Specialist (PLCS)
  • Certified Insurance Service Representative (CISR)

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