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Skills

  • Customer retention strategies
  • Quote information
  • Cross-Selling Techniques
  • Client Query Resolution
  • Supervision
  • Client service excellence
  • Client relationship management
  • Client Workshops and Education Programs
  • Health insurance
  • Account management

Work Experiences

  • Attributed growth to regular check-ins.
  • Looked for industry trends on social media and through online sources.
  • Answered 12 calls per several months to help customers with their questions and concerns.
  • Built and maintained a portfolio of over 7 clients.
  • Achieved 47% of annual new insurance sales volumes.
  • Boosted bancassurance sales by conducting coordinated banking and insurance promotional events across the Southwest of framework.
  • Achieved 25% product adoption rate.
  • Collaborated with bank branches.
  • Conducted comprehensive client financial reviews.
  • Achieved results within metric.

Summaries

  • Accomplished this within two years.
  • Boosted policy renewals by 56%.
  • Adept at resolving client issues quickly.
  • Bancassurance Sales Executive with 5 years of successful process improvement and risk assessment experience.
  • Ambitious Bancassurance Sales Executive.
  • Adept at collaborating with cross-functional teams.
  • Achieved 67% increase in sales.
  • Advocated for customer loyalty.
  • Achieved a 61% increase in portfolio penetration.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.

Accomplishments

  • Improved customer retention by 41% through active management of customer inquiries, policy questions, and timely follow-ups.
  • Collaborated with product development teams to launch insurance solutions during the peak banking season, yielding 45% growth in bancassurance revenues.
  • Analyzed customer behavior data to identify cross-sell opportunities, increasing overall product adoption rate to 61%.
  • Drove growth through launching life insurance products catered to underpenetrated market segments, which resulted in an 15% surge in new business.
  • Facilitated training workshops for 15 insurance sales agents and banking associates, leading to an increase in total sales by 52%.
  • Achieved 74% of annual new insurance sales targets in 2015, through strategic collaboration between banking and insurance teams in the the Pacific Northwest.
  • Documented and resolved program which led to system.
  • Quarterly sales goal achievement of 30% resulting from targeted outreach to under-served banking branches in the the Southwest.
  • Resolved product issue through consumer testing.
  • Improved high-net-worth client onboarding by 36% through targeted product presentations, accelerating policy enrollment.

Affiliations

  • Asia-Pacific Financial Services Association (APFinSA)
  • American Marketing Association
  • Association for Supply Chain Management (APICS)
  • Young Insurance Professionals (YIP) Network
  • Society of Women Engineers
  • Professional Liability Underwriting Society (PLUS)
  • Association for Financial Counseling & Planning Education (AFCPE)
  • Rotary International
  • Banking Insurance & Securities Association (BISA)
  • Society of Human Resource Management

Certifications

  • Behavioral Economics of Financial Decisions – program
  • Certified Public Accountant (CPA)
  • Certified Business Analysis Professional (CBAP) - standard
  • Google Certified Professional Cloud Architect
  • Life Insurance License (LIL) – Oregon
  • Accredited Financial Counselor (AFC) – Meridian
  • Certified Financial Planner (CFP) - Harbor & Co.
  • Financial Risk Manager (FRM) Certification - Global Association of Risk Professionals (GARP)
  • Project Management Professional (PMP)
  • Certified Professional in Management (CPM) – The American Management Association

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