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Skills

  • Contract review and analysis
  • Problem resolution
  • Auto insurance
  • Customer experience enhancement
  • Client Risk Profile Analysis
  • Data entry
  • Sales quota achievement
  • Budgets
  • Client Dispute Management
  • Project organization

Work Experiences

  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved 28% conversion from leads.
  • Analyzed risk profiles of 3+ clients and aligned appropriate policy recommendations, reducing customer claims liabilities by 85%.
  • Returned customer calls within 6 hours, resolving issues and answering questions quickly.
  • Advised clients on claim submissions.
  • Built strategic relationships with brokers.
  • Awarded Innovation Award for achieving 84% revenue growth in Power BI insurance for 2020.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved 47% revenue growth.
  • Answered 8 calls per the past year to help customers with their questions and concerns.

Summaries

  • Achieved a 69% decrease in claims payout.
  • Achieved a 21% rise in retention.
  • Category Insurance Agent with superior team leadership and client relations abilities.
  • Achieved a 61% improvement in client retention rates.
  • Achieved a 11% increase in policy sales within the past year.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Boosted bundled policy sales by 21% through targeted outreach.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Strengths in process improvement and risk assessment backed up by Insurance training.
  • Client-focused professional driven by retention success.

Accomplishments

  • Successful in maintaining a 38% policy retention rate for high-value clients through exceptional customer service delivery.
  • Assisted in launching a new Power BI, achieving 31% sales growth in the first quarter and exceeding market projections.
  • Ensured cross-functional collaboration with internal teams to enhance client experience, leading to an Excellence Award in the customer service category for Vantage.
  • Documented and resolved system which led to process.
  • Effectively customized insurance policies for unique client needs, directly contributing to a 58% increase in customer satisfaction.
  • Spearheaded a territory expansion project that increased agency footprint by 76% in Columbus within two years.
  • Played a pivotal role in the development and promotion of an innovative policy structure aimed at high-risk clients, resulting in 44% growth in renewals.
  • Collaborated with team of 9 in the development of category.
  • Collaborated with underwriters to assess risk and propose property and casualty insurance policies, helping reduce average policy issuance time by 55% days.
  • Recognized as Top Producer in 2023 after consistently surpassing sales benchmarks by 24% for property and casualty products.

Affiliations

  • National Conference of Insurance Legislators (NCOIL)
  • American Society of Safety Professionals
  • Chartered Property Casualty Underwriters (CPCU) Society
  • Society of Registered Professional Adjusters (RPA)
  • Toastmasters
  • American Medical Informatics Association
  • Association for Supply Chain Management (APICS)
  • Sponsorship of Community Financial Literacy Workshop
  • Society of Financial Service Professionals (FSP)
  • Educational Affiliate with University Programs in Risk Management

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Insurance Marketing Specialist (IMS) - Cedar Works
  • CompTIA A+ Technician
  • Certified Insurance Business Analyst (CIBA) - Harbor & Co.
  • Associate in Underwriting (AU) - Completion of 2017
  • E&O Insurance Training - process
  • Flood Insurance Training Certification - category
  • Small Business Coverage Specialist (SBCS)
  • ARM – Associate in Risk Management Certification
  • Certified Professional Insurance Agent (CPIA)

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