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Skills

  • Client referral portfolio growth
  • Complex problem resolution
  • Administrative support
  • Client needs assessments
  • Communications
  • Problem resolution
  • Collaborative underwriting efforts
  • Supervision
  • Claims processing and dispute resolution
  • Client communication and interpersonal skills

Work Experiences

  • Aligned coverage with clients' level of risk.
  • Maintained a $9 business portfolio by promoting and selling policies worth $11 to $10.
  • Achieved over $10 in incremental policy sales.
  • SAP was delivered to customer locations by me.
  • Answered 12 phone calls per 18 months to assist customers.
  • Assisted in the growth of a 7-person agency team through consistent recruitment and talent retention efforts.
  • Assisted clients in evaluating coverage to align with their level of risk using comprehensive needs analysis.
  • Boosted overall agency revenue by 85% in 2023.
  • Increased profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.

Summaries

  • Achieved record-breaking sales metrics.
  • Connecting with business customers to meet account needs, drive growth, and increase retention is a strength.
  • Accomplished Resident Insurance Producer with a proven track record of closing 7 new policies per month, exceeding sales targets by 51%. Proficient in CRM software, effectively managing client relationships and driving robust portfolio growth.
  • Capable of recognizing and resolving issues while promoting new products and meeting sales targets.
  • Strong technical skills and experience in team leadership.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Insurance student seeking hands-on experience through an internship in strategic planning.
  • Workflow optimization Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Standard, system, and standard are all available.

Accomplishments

  • Improved client onboarding efficiency by 42% by standardizing data entry processes within Power BI, leading to a 57% reduction in time to quote policies.
  • Enhanced policy retention rate by 78% through consistent communication and annual client coverage reviews.
  • Increased brand awareness by 62% through hosting 9 client education workshops on Power BI insurance offerings in Boston.
  • Offered risk assessments and insurance consultations that led to a reduction of premium costs by an average of 54% for high-risk policies.
  • Maintained a 50% policy closure rate while delivering excellent customer service and solutions that met both personal and business clients’ needs.
  • Generated 56% more qualified leads by implementing a CRM-based follow-up protocol that increased client engagement with personalized insurance options.
  • Maximized agency revenue growth by 46% by identifying top-performing insurance packages and prioritizing high-demand policy types.
  • Consistently maintained 56% compliance adherence in all insurance transactions, meeting or exceeding regulatory standards for 2022.
  • Contributed to a shift in company focus towards underserved markets, achieving a 41% growth in policy uptake in two years.
  • Reduced customer churn by 80% by designing tailored insurance renewal strategies based on customer feedback and past interactions.

Affiliations

  • Participant, State Insurance Licensing Regulatory Committee 2017
  • Affiliate Member, Insurance Regulatory Examiners Society - system
  • Participant, National Underwriter Continuing Education Program
  • Agent/Producer Member, Council of Insurance Agents and Brokers (CIAB)
  • Certificate Holder, Insurance Institute of America (IIA) General Insurance Program
  • Member, Society of Insurance Research (SIR)
  • Fellow, Life Management Institute (FLMI) Program - 2023
  • Certified Business Development Advisor, Association for Advanced Life Underwriting (AALU) 2017
  • Member, Association Society of Professional Insurance Women (SPIW)
  • Member, Independent Insurance Agents & Brokers of America (IIABA)- Big ‘I’

Certifications

  • Financial Services Certified Professional (FSCP)
  • Google Certified Professional Cloud Architect
  • ServSafe
  • SHRM Certified Professional (SHRM-CP)
  • Certified Business Analysis Professional (CBAP)
  • MLO License (Mortgage Loan Originator)
  • Certified Financial Planner (CFP)
  • Project Management Professional (PMP)
  • Accredited Advisor in Insurance (AAI)
  • Associate in Risk Management (ARM)

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