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Skills

  • MS Office
  • Financial planning
  • Organization
  • Financial risk assessment
  • Client Portfolio Diversification
  • Operational improvement
  • Insurance decisions
  • Trend analysis expertise
  • Emerging risk evaluation and prevention
  • Claims process navigation

Work Experiences

  • Actively monitored industry trends.
  • Boosted client retention rates by 46%.
  • Crafted insurance products.
  • Boosted claims satisfaction by 50%.
  • Created integrated risk management plans.
  • Collaborated with underwriters to negotiate customized policies that provided comprehensive coverage while reducing annual premiums by 48%.
  • Looked for industry trends on social media and through online sources.
  • Achieved a retention rate of 77%.
  • Had an excellent attendance record and was always on time for work.
  • Solved method issues, improved operations, and provided excellent customer service.

Summaries

  • Advised clients on coverage adjustments.
  • Private Client Risk Advisor with 9 years of experience working with financial products.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Achieved a 50% improvement in client satisfaction.
  • Aligned coverage with long-term estate planning.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.
  • Accomplished Private Client Risk Advisor.
  • Achieved a 26% increase in new client acquisition.
  • Contributed to a 61% decrease in annual premiums.
  • Consistently identified coverage gaps.

Accomplishments

  • Instrumental in reducing claims processing time by 33% through restructuring the internal claims compliance and communication flow.
  • Developed a new travel risk management guide for high-net-worth clients, reducing self-insured retention rates by 36% for frequent global travelers.
  • Documented and resolved method which led to system.
  • Resolved product issue through consumer testing.
  • Produced risk assessments for elite clientele that were praised by senior management, assisting in a 68% business growth within a year.
  • Orchestrated quarterly client reviews that identified underinsured assets, resulting in 61% coverage adjustments for better protection.
  • Facilitated negotiation between insurers and high-net-worth clients, securing policy adjustments and rebates worth 18 for overlooked coverage gaps.
  • Enhanced premium collection processes, improving accuracy by 76% and reducing late payment issues for high-profile client portfolios.
  • Led initiatives that improved client retention by 84% over 18 months through proactive risk management counseling and policy customization.
  • Collaborated with team of 7 in the development of process.

Affiliations

  • Risk and Insurance Management Society (RIMS)
  • National Legal Aid & Defender Association (NLADA)
  • National Insurance Crime Bureau (NICB)
  • Insurance Brokers & Agents of the West (IBA West)
  • Association for Supply Chain Management (APICS)
  • Chartered Financial Consultant (ChFC) Society
  • Association for Advanced Life Underwriting (AALU)
  • Rotary International
  • American Society of Safety Professionals
  • International Association of Administrative Professionals

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Fundamentals of Global Risk Management Certification - Meridian2021
  • First Aid/CPR Certified
  • Insurance Data Analytics Professional (IDAP) - Summit Group2022
  • Associate in Reinsurance (ARe) - Harbor & Co.2024
  • Cyber Risk Management Certification – Harbor & Co. 2018
  • Certified High-Net-Worth Client Advisor (CHWCA) - Meridian2021
  • Advanced Estate Planning Certification - Harbor & Co.2016
  • High-Net-Worth Client Management Training - Lakeside Partners2018
  • Personal Lines Insurance Specialist (PLIS) - Meridian2017

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