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Skills

  • Understanding of medical terms
  • Proficient in Workday
  • Investment products
  • Problem resolution
  • Analytical
  • Communications
  • Collaborative relationships
  • Project organization
  • Loss protection
  • Great mathematical skills

Work Experiences

  • Sought advice.
  • Was in charge of coding claims forms and resolving disputes between carriers and clients.
  • Raised the stakes.
  • Calculated debt ratios, income, and terms and payments for loan applicants to determine their financial stability and ability to repay the loan.
  • Advised
  • Ensured
  • Established positive working relationships with car dealers, loan processors, and other community business partners.
  • Started it.
  • Upsold agency products and services, resulting in annual sales of $11.
  • Got better.

Summaries

  • Dedicated to learning, growing, and succeeding in Insurance.
  • Credit and income analysis, loan closing, and risk assessment are all areas where I excel.
  • Design and development of successful system embedded software applications in the past.
  • 3 wpm typing speed with 18% accuracy and Power BI knowledge.
  • Ready to contribute 18 years of experience to a challenging role with room for growth.
  • Insurance agent with experience in financial accounting and cost estimation.
  • Licensed Broker with 10 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.
  • Hardworking Underwriting Assistant with 15 years of telecommuting experience meeting customer needs.
  • Top-producing salesperson and industry expert in Insurance.
  • Persuasive Insurance Broker with over 8 years of experience in business sales and life and health insurance.

Accomplishments

  • Qualified for 6 quarterly sales bonuses by exceeding sales target by 6%.
  • Trained
  • Advised
  • Received the “President’s Club” award for 6 consecutive years for outstanding sales performance.
  • Reduced
  • Collaborated with team of 10 in the development of metric.
  • Documented
  • Proposed
  • Resolved product issue through consumer testing.
  • Created

Affiliations

  • Association of Professional Insurance Women (APIW)
  • Lions Club
  • National Association of Mutual Insurance Companies (NAMIC)
  • Toastmasters
  • American Association of Underwriting Professionals (AAUP)
  • Association for Supply Chain Management (APICS)
  • Professional Liability Underwriting Society (PLUS)
  • Risk and Insurance Management Society (RIMS)
  • Association for Computing Machinery
  • Association of Insurance Compliance Professionals (AICP)

Certifications

  • ServSafe
  • Professional Certificate in Insurance and Risk Management from program
  • First Aid/CPR Certified
  • GAL Certification (General Agency Level) from standard
  • Project Management Professional (PMP)
  • State Licensing Examination - Property and Casualty Agent
  • SHRM Certified Professional (SHRM-CP)
  • Professional Risk Manager (PRM)
  • Chartered Life Underwriter (CLU)
  • Associate in Commercial Underwriting (AU)

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