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Skills

  • Planning and coordination
  • Data analysis and reporting
  • Complex problem-solving
  • Inventory management
  • Cross-selling and upselling
  • Relationship development
  • Policy adjustment knowledge
  • MS Office
  • Lead development
  • Communications

Work Experiences

  • Site evaluations, customer surveys, and team audits were all things I did.
  • Developed insurance cross-selling opportunities in collaboration with program.
  • Kept my process knowledge up to date by doing stakeholder engagement and cross-functional collaboration.
  • Saved money by developing functional solutions to metric problems.
  • Acted as a key liaison between underwriters and clients, ensuring smooth transition of complex claims processing, improving customer satisfaction by 55%.
  • Strategized long-term business objectives by analyzing customer feedback for direction on process improvements.
  • Responded quickly, usually within 9 hours when customers called with questions.
  • Analyzed clients' risk profiles to recommend customized coverage options, securing $3 in new sales revenue for the organization.
  • Built relationships with local community organizations, resulting in the opportunity to sponsor 12 charity events and highlighting our services.
  • Analyzed sales reports for performance metrics.

Summaries

  • Motivating leader who has built and managed procedure teams in the past.
  • Achieved a 79% increase in Tableau performance by producing and analyzing detailed sales reports, efficiently driving overall regional growth strategies.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Expert in category with a strong aptitude for optimized and automated.
  • Proven track record of motivating coordinated to achieve team, individual, and management goals.
  • Looking for a new job with a company in the Miscellaneous sector.
  • Ability to recognize initiative issues and integrate standard solutions to achieve category.
  • Looking forward to taking on a new challenge with a successful team.
  • Process improvement and strategic planning are two of my strongest abilities.
  • Vendor management Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.

Accomplishments

  • Earned recognition as Top Performer in the Northeast after acquiring 6+ new clients and exceeding sales targets by 54% in 2016.
  • Secured Excellence Award for highest sales performance in the region by selling over 3 auto and home insurance policies in 2015.
  • Generated $12 in new business premium by cross-selling additional coverage options during policy renewal discussions.
  • Facilitated seamless adoption of Asana, migrating 12 client records to a cloud-based system that improved accessibility and reduced processing time by 54%.
  • Created comprehensive risk assessment reports that allowed clients to better understand and mitigate their potential exposures, improving client satisfaction by 40%.
  • Introduced a new risk assessment framework that reduced claims approval challenges by 15% across the client portfolio.
  • Improved department-wide compliance audits by 83% through a comprehensive internal training program based on process.
  • Achieved 69% increase in policy renewals by implementing a customer retention strategy focused on personalized service and timely follow-ups.
  • Secured consistently high client satisfaction scores (41%) by delivering prompt and personalized service, exceeding performance targets.
  • Analyzed client records to identify coverage gaps, successfully upselling umbrella policies to 46% of the client base.

Affiliations

  • Member, Association for Advanced Life Underwriting (AALU) method
  • Fellowship Status, Life Underwriter Training Council, The American College of Financial Services, 2024
  • Certified Customer Service Representative (CSR), The Institutes, 2020
  • Associate in General Insurance (AINS) Certification, The Institutes, 2015
  • Member, Association of Insurance Compliance Professionals (AICP), 2020 - Present
  • Certified Financial Planner (CFP), 2019
  • Associate in Risk Management (ARM) Certification, The Institutes, 2017
  • Certified Insurance Service Representative (CISR), National Alliance, 2020
  • Member, National Association of Insurance Commissioners (NAIC) category
  • Member, Mortgage Bankers Association (MBA) 2024 - Present

Certifications

  • Associate in Commercial Underwriting (AU)
  • Certified Risk Manager (CRM)
  • Google Certified Professional Cloud Architect
  • Microsoft Office Specialist (MOS)
  • Project Management Professional (PMP)
  • Accredited Customer Service Representative (ACSR)
  • SHRM Certified Professional (SHRM-CP)
  • Health Insurance Associate (HIA)
  • Financial Industry Regulatory Authority (FINRA) Series 63 License
  • Professional Liability Underwriting Society (PLUS) Certification

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