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Skills

  • Customer acquisition and retention
  • Finance background
  • Superb knowledge retention
  • Client relationship building
  • Organized
  • Excellent interpersonal skills
  • Business operations
  • Budgets
  • Multi-Task Management
  • Analyzing data

Work Experiences

  • Ensured
  • Organized and reviewed data and reports to assist Beacon Labs in defining its objectives.
  • Increased client retention by providing excellent service and following up.
  • Kept track of a company's database by entering and verifying data.
  • Recommendation
  • Kept an eye on the local residential real estate market in order to adjust sales tactics, prices, and overall business efficiency.
  • Completed and maintained all types of personal lines insurance policies within the agency.
  • Worked with mortgage companies to accurately determine clients' loan and mortgage options.
  • Got better.
  • Compiled information on coverage and ratings in an easily accessible format.

Summaries

  • Licensed Insurance Broker with extensive experience in property and automobile insurance.
  • Supervising Agent provides excellent customer service by accurately assessing client needs and recommending the most appropriate policies and products.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Through targeted marketing, lead generation, and in-depth knowledge of market trends, consistently increases sales and expands client base.
  • Strengths in data analysis and cross-functional collaboration backed up by Insurance training.
  • Clear understanding of risk assessment and stakeholder engagement as well as workflow optimization training.
  • Well-versed in handling incoming and outgoing calls, as well as quickly processing data.
  • Senior Embedded Software Engineer with extensive experience in all phases of software development.
  • Expertise in sales and marketing
  • Microsoft Excel and Workday expertise.

Accomplishments

  • Created a scalable sales proficiency training program that increased team competency levels by 43% within several months and led to higher individual performance.
  • Received the “President’s Club” award for 12 consecutive years for outstanding sales performance.
  • Initiated
  • Proposed
  • Created and managed a lead conversion strategy that improved client portfolio growth by 64% while minimizing client churn.
  • Integrated
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Monitored
  • Ensured
  • Streamlined

Affiliations

  • National Society of Agents for Consumer Protection (NSACP)
  • Supervisory Management Certificate from Northwind
  • Professional Liability Underwriting Society (PLUS)
  • Project Management Institute
  • American Medical Informatics Association
  • Association of Information Technology Professionals
  • Rotary International
  • Enterprise Risk Management Certification – 2022
  • International Council of Nurses
  • Society of Women Engineers

Certifications

  • ServSafe
  • Financial Services Audit Certification (FSAC) by procedure
  • LIMRA Leadership Institute Fellow (LLIF)
  • CompTIA Security+
  • CompTIA A+ Technician
  • Certified Fraud Examiner (CFE)
  • Data-Driven Marketing Professional (DDMP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Google Certified Professional Cloud Architect
  • Certified Customer Relationship Manager (CCRM)

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