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Skills

  • CRM System Management
  • Project organization
  • Data entry
  • Quotes and sales
  • Customer service
  • Vision and dental insurance
  • Contract review and analysis
  • Underwriting and adjustments
  • Complex Claim Management
  • Property insurance

Work Experiences

  • Built trust in coverage among over 6 individuals.
  • Closed $4 in premium sales within one year, becoming the top-performing agent in Phoenix by maximizing client engagement strategies.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved Employee of the Year.
  • Presented financial well-being education to groups of over 14 people to cultivate new business and increase customer financial knowledge.
  • Analyzed risk profiles of 3+ clients and aligned appropriate policy recommendations, reducing customer claims liabilities by 85%.
  • Aligned appropriate policy recommendations.
  • Closed $11 in premium sales.
  • Avoided litigation costs of up to $7.
  • Analyzed risk profiles of 16+ clients.

Summaries

  • Built long-term client loyalty.
  • Achieved a 21% rise in retention.
  • Accomplished in cross-selling and upselling strategies.
  • Achieved high client retention.
  • Client-driven Insurance Agent with deep experience in handling complex regulatory compliance scenarios while resolving 6 disputes annually. Strengths include cross-selling for a 25% increase in premium renewals.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Achieved a 11% increase in policy sales within the past year.
  • Achieved 62% improvement in team productivity.
  • Achieved a 69% decrease in claims payout.
  • Client-focused professional driven by retention success.

Accomplishments

  • Reduced average claim response time by 7 hours through process optimization, improving customer retention and satisfaction by 38%.
  • Partnered with claims adjusters and external stakeholders to expedite claims processing, reducing average resolution time by 34% days.
  • Recognized as Top Producer in 2023 after consistently surpassing sales benchmarks by 24% for property and casualty products.
  • Reduced overdue premium collections by 25% within two years through the implementation of a structured outbound client contact strategy.
  • Successful in maintaining a 38% policy retention rate for high-value clients through exceptional customer service delivery.
  • Trained and mentored 12 new agents, contributing to overall team sales growth by 59% after onboarding completion.
  • Reduced loss ratio for clients by 56% through effective risk mitigation strategies and proactive claims management.
  • Ensured cross-functional collaboration with internal teams to enhance client experience, leading to an Excellence Award in the customer service category for Vantage.
  • Assisted in launching a new Power BI, achieving 31% sales growth in the first quarter and exceeding market projections.
  • Managed a portfolio of over 5 personal and commercial insurance accounts, consistently exceeding sales targets by 61%.

Affiliations

  • Insurance Fraud Prevention Authority (IFPA)
  • Independent Insurance Agents & Brokers of America (IIABA)
  • American Land Title Association (ALTA)
  • International Association of Insurance Professionals (IAIP)
  • National African-American Insurance Association (NAAIA)
  • Society of Registered Professional Adjusters (RPA)
  • Federation of Insurance Women
  • Rotary International
  • Certified Insurance Counselors (CIC)
  • Underwriting Member of Lloyd’s of London

Certifications

  • CLU – Chartered Life Underwriter
  • Customer Loyalty Specialist (CLS) for Insurance Agents
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant
  • ServSafe
  • Ethics in Insurance Certification - Meridian
  • SoFi Certified Professional in Insurance
  • Property and Casualty Insurance License - Georgia
  • Cisco Certified Internetwork Expert (CCIE)

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