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Skills

  • Tax preparation
  • Skilled negotiator
  • Excellent communication skills
  • Renewing policies
  • Loss prevention
  • Budgets
  • System equipment
  • Customer advocate
  • Communications
  • Team leadership and development

Work Experiences

  • Developed life insurance and commercial insurance leads to meet monthly sales targets.
  • Won
  • Guided
  • Recommendation
  • Managed
  • Invented
  • Reduced
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Collaborated with system customers to determine their needs and deliver program service.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.

Summaries

  • With 14 years of progressive experience in large-scale corporate banking environments, I am a highly analytical and results-driven banking professional.
  • Highly effective in cross-functional collaboration, evaluating personnel performance, and putting in place top-notch strategies.
  • Adaptable, tenacious, and capable project manager with over 2 years of experience leading teams, resolving conflicts, networking with prospects, and managing budgets to maximize profits.
  • Conducting in-depth trend, financial, and business analysis to mitigate risk and protect against financial loss has proven to be successful.
  • Bilingual Insurance Sales Agent with a knack for driving business development and customer base growth.
  • Deadline-driven
  • Insurance Sales Agent looking for a position with a top-tier insurance agency.
  • Well-versed in the creation of insurance policies and terms in order to manage risk and minimize loss.
  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • Senior Claims Specialist with 8 years of successful budget management and project management experience.

Accomplishments

  • Documented and resolved process which led to procedure.
  • Received the “All-Star Award” for earning $6 in commissions and securing $12 million in life insurance sales.
  • Negotiated settlements for large claims worth $16, maintaining profitability while ensuring policyholder satisfaction.
  • Partnered with the legal team to reduce litigation costs by 16% through strategic pre-litigation settlements and claim reviews.
  • Collaborated with team of 13 in the development of standard.
  • Managed $9 book of business.
  • Resolved product issue through consumer testing.
  • Worked closely with underwriters to review claims trends and adjust coverage policies, reducing future claim exposure by 66%.
  • Consistently achieved 100% compliance during internal audits by ensuring adherence to claims processing standards and documentation accuracy.
  • Facilitated continuous improvement initiatives, resulting in department-wide accuracy gains of 49% in claim adjudication.

Affiliations

  • Toastmasters
  • Insurance Institute of the West Coast – Claims Specialization Certification
  • American Medical Informatics Association
  • Certified Property Casualty Underwriter (CPCU) Society – Claims Section
  • Society of Women Engineers
  • Association for Conflict Resolution – Participated as Industry Expert in Settlements
  • Reported for National Underwriter Claims Division Trade Publications
  • National Alliance for Insurance Education & Research – Conference Speaker
  • Certified Insurance Service Representatives (CISR) – Certification
  • Insurance Brokerage Forum – Keynote Speaker

Certifications

  • Certified Protection Officer (CPO)
  • Senior Claims Law Associate (SCLA)
  • Certified Subrogation Recovery Professional (CSRP)
  • Project Management Professional (PMP)
  • Certified Expert in Insurance Technology Systems (CEITS)
  • Associate in Claims (AIC)
  • Certified Insurance Service Representative (CISR)
  • Associate in Insurance Services (AIS)
  • Certified Litigation Management Professional (CLMP)
  • Certified Forensic Claims Auditor (CFCA)

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