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Skills

  • Bilingual fluency in Japanese and German
  • Project organization
  • Policy renewals
  • Communications
  • Client Risk Exposure Analysis
  • Regulatory compliance
  • Custom insurance policy design
  • Underwriting and adjustments
  • Claims reporting systems
  • Business operations

Work Experiences

  • Achieved Top Performer for top quarterly sales by building trust-based relationships and tailoring coverage packages to client needs.
  • Collaborated with account managers.
  • Built a consultative approach to uncover client pain points.
  • Assessed client exposure.
  • Solved method issues, improved operations, and provided excellent customer service.
  • Benefited 8 clients.
  • Built rapport quickly with clients.
  • Achieved Excellence Award for top quarterly sales.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 5% increase in sales.
  • Advised over 10 clients on commercial insurance options.

Summaries

  • Achieved growth in 2022.
  • Aligned products with client business strategies.
  • Accomplished sales strategist with a history of increasing policy renewals by 66% over 11 months by designing targeted plans for senior management.
  • Achieved high customer satisfaction rates.
  • Achieved a consistent 70% increase in policy acceptance rates.
  • Achieved a 20% reduction in churn.
  • Advised 5 clients.
  • Commercial Insurance Advisor with 18 years of successful stakeholder engagement and risk assessment experience.
  • Strengths in project management and performance reporting backed up by Miscellaneous training.
  • Commercial Insurance Advisor is a multi-talented Commercial Insurance Advisor who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Delivered quarterly market insights to clients, helping them navigate changes in the insurance landscape with precision, boosting policy renewals by 74%.
  • Recognized with Employee of the Year for achieving a 37% higher client retention rate compared to the team average over 4 consecutive quarters.
  • Successfully mitigated client risk exposure by implementing customized insurance solutions, lowering their liability by 7.
  • Resolved product issue through consumer testing.
  • Collaborated with insurers to negotiate lower premium rates and enhanced coverage terms, saving a client base of 7 over $16 annually.
  • Demonstrated a deep knowledge of claims processing by working cross-functionally with legal teams to resolve complex claims issues, improving client satisfaction by 83%.
  • Developed cross-functional sales training to enhance product knowledge, contributing to an increase in policy renewals by 23%.
  • Reduced policy lapse rate by 36% by employing proactive communication strategies before key expiration dates.
  • Increased portfolio profitability by renegotiating carrier premiums and deductibles across 15 key accounts, resulting in cost savings of $8 for clients.
  • Led a consultative selling approach that assisted small to mid-size businesses in optimizing their insurance coverage, reducing gaps by 20%.

Affiliations

  • National Association of Social Workers
  • Board Member, procedure Alumni Risk Management Advisory Council
  • Association for Supply Chain Management (APICS)
  • Rotary International
  • Jaycees
  • Toastmasters
  • Commercial Insurance & Risk Management Association (CIRMA)
  • Society of Human Resource Management
  • American Marketing Association
  • Insurance Brokers Association of Portland

Certifications

  • Certified Public Accountant (CPA)
  • Certified Catastrophe Risk Analyst (CCRA)
  • CompTIA Security+
  • Associate in Insurance Data Analytics (AIDA)
  • Professional Risk Manager (PRM)
  • Certified Professional Insurance Agent (CPIA)
  • First Aid/CPR Certified
  • Certified Risk Manager (CRM)
  • Workers' Compensation Specialist (WCS)
  • Associate in Risk Management (ARM)

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