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Skills

  • Contract negotiation
  • Project organization
  • Time management and prioritization
  • Client Portfolio Diversification
  • Auto insurance
  • Supervision
  • Cold-calling techniques
  • Client Onboarding Optimization
  • Health insurance
  • Business operations

Work Experiences

  • Advised commercial clients on insurance strategies.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Assisted 13 clients with navigating post-claim resolution processes, ensuring client satisfaction ratings of 58% or higher.
  • Collaborated directly with client CFOs to design financing models for premium options, resulting in policies worth up to $15.
  • Achieved a 55% revenue increase year-over-year.
  • Assisted clients in saving over policy tenure.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted clients during catastrophic events.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Collaborated with compliance teams to ensure all transactions met federal guidelines, leading to an incident rate decrease of 85%.

Summaries

  • Accomplished at guiding clients through regulatory changes, helping over 24% of clients avoid significant legal and financial penalties while ensuring comprehensive compliance.
  • Commercial Insurance Agent with 15 years of successful project management and vendor management experience.
  • Boosted revenue.
  • Costs were consistently reduced while profits were increased.
  • Advanced communication and negotiation skills.
  • Commercial Insurance Agent with over 12 years of experience.
  • Addressed present and future needs.
  • Accomplished negotiator, securing contracts with 5 of the most prestigious clients in Boston, increasing premium revenue by 75% on average annually.
  • Certified in modern insurance solutions, delivering tailored policy structures and premium projections that allow businesses to grow sustainably while minimizing risk exposure.
  • Award-winning Commercial Insurance Agent, recognized for exceeding retention goals by 51%, contributing to firm-wide growth and sustainability.

Accomplishments

  • Assisted 2 clients with complex claim negotiations, achieving 25% retention of key accounts.
  • Conducted cold-calling campaigns, successfully generating 42% more leads than average industry benchmarks.
  • Delivered PMP accredited workshops, driving 31% improvement in client product knowledge.
  • Achieved 39% close rate through effectively presenting insurance solutions during category.
  • Generated a 52% increase in referred business by building strong professional relationships with external partners.
  • Redesigned the agency’s digital presence, including social media, resulting in a 20% increase in inbound inquiries.
  • Oversaw renewal portfolios worth over $14, ensuring timely policy renewals and reducing cancellations by 25%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Successfully marketed bundled insurance products to 8 new commercial clients, closing deals worth $13.

Affiliations

  • Graduate of the Insurance Producers Licensing School in 2016
  • Insurance Institute of America (IIA) Member
  • National Association of Health Underwriters (NAHU)
  • Association for Supply Chain Management (APICS)
  • Awarded the Certification in Risk Management and Insurance (CRMI)
  • Active in the Council of Insurance Agents & Brokers (CIAB)
  • American Institute For Chartered Property Casualty Underwriters (AICPCU)
  • Toastmasters
  • Independent Insurance Agents & Brokers of America (IIABA)
  • Nominated Member of the American Risk and Insurance Association (ARIA)

Certifications

  • Professional in Insurance Compliance (PIC)
  • Google Certified Professional Cloud Architect
  • Certified Risk Adjustment Coder (CRC)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Insurance Service Representative (CISR)
  • CompTIA Network+
  • Insurance Agency Management Certification
  • Certified Insurance Fraud Analyst (CIFA)
  • Ethical Guidelines for Insurance Industry Certification
  • Associate in Risk Management (ARM)

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