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Skills

  • Program equipment
  • Analyzing data
  • Process expertise
  • Sales presentations
  • Client relations expert
  • Process improvement
  • Computer literate
  • Interview abilities
  • Business Development
  • Loss prevention

Work Experiences

  • Looked at trends in sales volume, retention, and loss ratio to see where I could improve.
  • Saved $3 by putting in place cost-cutting measures that addressed long-standing issues.
  • Contributed ideas and provided constructive feedback at weekly sales and training meetings.
  • Oversaw claim negotiations within a $3 budget and assisted in successful litigation for complex issues.
  • Process, initiative, and standard complaints were investigated by me.
  • Gathered and tracked evidence in support of legal processes.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Promoted ancillary products to 2 existing and new customers each month.
  • Reviewed original investigation reports and documents to address secondary concerns.
  • Checked the data entered into the agency management system for accuracy and quality.

Summaries

  • A strategic and tactical planner with a proven track record of success.
  • Motivated Senior Investigator with experience managing large-scale projects, including budgeting and administration.
  • Licensed Broker with 17 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.
  • Persuasive Insurance Broker with over 7 years of experience in business sales and life and health insurance.
  • By applying all policies fairly, she is adept at balancing business and customer interests.
  • Negotiator and salesperson with a lot of guts.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Senior Investigator with extensive experience leading and training newer team members to handle large caseloads while meeting tight deadlines.
  • Proven track record of using excellent negotiating skills to speed up settlements.
  • Senior Investigator provides excellent customer service by accurately assessing client needs and recommending the most appropriate policies and products.

Accomplishments

  • Analyzed historical data to uncover missed leads, which led to identifying and charging method suspects responsible for $9 in damages.
  • Recognized with Top Performer, given for exceptional performance in dismantling a multi-million dollar embezzlement scheme within the past year.
  • Earned designations as framework.
  • Increased sales 7% over two years.
  • Led an investigation that uncovered fraudulent activity valued at $15, resulting in updated procedures that reduced future risk by 47%.
  • Reviewed complex court documents spanning civil, criminal, and regulatory cases, providing expert analysis that led to favorable judgments within two years.
  • Streamlined the post-incident audit process, reducing investigation time by 68% while maintaining compliance with Phoenix-based regulations.
  • Served as primary investigator in an international money laundering case resulting in the dismantlement of a system crime ring across 10 countries.
  • Collaborated with multi-disciplinary teams to resolve high-profile conflict and disputes, achieving successful outcomes in 13% of cases.
  • Designed a new framework for reviewing investigative reports that improved information synthesis time by 59%, enhancing decision-making speed for legal teams.

Affiliations

  • Rotary International
  • National White Collar Crime Center (NW3C)
  • International Association of Crime Analysts (IACA)
  • Federal Law Enforcement Officers Association (FLEOA)
  • Society of Certified Forensic Examiners (SCFE)
  • Campus Law Enforcement Administrators (CLEA)
  • American Medical Informatics Association
  • National Criminal Investigation Training Academy (NCITA)
  • National Association of Social Workers
  • International Association of Law Enforcement Intelligence Analysts (IALEIA)

Certifications

  • Advanced Criminal Intelligence Analysis Certification by process
  • Digital Forensics Examiner Certification (DFEC) by the Digital Forensic Certification Board
  • Association for Project Management (APM)
  • CompTIA Network+
  • Certified Financial Investigator Certificate by metric
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Insurance Fraud Investigator (CIFI) by the International Association of Special Investigation Units (IASIU)
  • Certified International Investigator (CII) by the Council of International Investigators
  • Fraud Prevention & Detection Certification by Chartered Global Management Accountant (CGMA)

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