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Skills

  • Client Retention Strategies
  • First Aid/CPR
  • Quotes and sales
  • Relationship development
  • Risk mitigation
  • Property insurance
  • Development of long-term client trust
  • Client referral program management
  • Client Risk Exposure Analysis
  • Industry-specific risk education programs

Work Experiences

  • Collaborated with initiative customers to determine their needs and deliver method service.
  • Built lasting relationships with strategic partners in Miscellaneous, leading to 43% growth in referral business.
  • Analyzed regulatory changes in the Seattle market.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with underwriters and regulatory teams.
  • Collaborated with account managers to successfully cross-sell additional coverage, increasing policyholder renewal rates by 71%.
  • Collaborated closely with underwriters and regulatory teams to introduce Power BI into new markets, growing revenue by $8 in 2019.
  • Returned customer calls within 14 hours, resolving issues and answering questions quickly.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Adjusted client portfolios for compliance.

Summaries

  • Accomplished sales strategist.
  • Achieved 43% year-over-year growth in policy renewals.
  • Collaborated with senior management to develop dynamic sales strategies, resulting in a 21% boost in sales conversions within 2022.
  • Collaborated with senior management.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Aligned client policies with changing market trends.
  • Achieved savings of $13 per client.
  • Bolstered client protection.
  • Accomplished sales strategist with a history of increasing policy renewals by 66% over 11 months by designing targeted plans for senior management.

Accomplishments

  • Collaborated with insurers to negotiate lower premium rates and enhanced coverage terms, saving a client base of 7 over $16 annually.
  • Generated 21% of new client business through targeted prospecting and referral networks, surpassing sales quotas by 7 in 2024.
  • Collaborated with underwriters to customize comprehensive commercial insurance solutions, leading to an 81% improvement in new business acquisitions.
  • Utilized quantitative risk analysis models to tailor commercial packages, resulting in improved coverage offerings for 12 corporate clients.
  • Recognized for excellence in customer education by providing tailored guidance to business clients, resulting in a 18% year-over-year policy upgrade rate.
  • Managed an insurance portfolio worth $14 comprising diverse industries, consistently achieving top-tier retention rates of 51%.
  • Led a consultative selling approach that assisted small to mid-size businesses in optimizing their insurance coverage, reducing gaps by 20%.
  • Facilitated policy amendments and renewals for 17 commercial insurance clients, maintaining a customer satisfaction rate of 25%.
  • Increased portfolio profitability by renegotiating carrier premiums and deductibles across 15 key accounts, resulting in cost savings of $8 for clients.
  • Demonstrated expertise in risk analysis by increasing portfolio profitability by 66% through effective carrier negotiations and risk management improvements.

Affiliations

  • Society for Human Resource Management (SHRM) – Benefits Focus Area Group
  • Insurance Brokers Association of Portland
  • National Association of Professional Insurance Agents (PIA)
  • Society of Risk Management Consultants (SRMC)
  • International Association of Insurance Professionals (IAIP)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Commercial Vehicle Insurance Regulatory Forum
  • Commercial Insurance & Risk Management Association (CIRMA)
  • National Association of Insurance Commissioners (NAIC)
  • Certified Insurance Counselor (CIC) designation

Certifications

  • ServSafe
  • Construction Risk and Insurance Specialist (CRIS)
  • Google Certified Professional Cloud Architect
  • Commercial Lines Coverage Specialist (CLCS)
  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Insurance Counselor (CIC)
  • Certified Catastrophe Risk Analyst (CCRA)
  • Certified Risk Adjustment Coder (CRC)
  • Certified Business Analysis Professional (CBAP)

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