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Skills

  • Supervision
  • Complex coverage interpretation
  • Client needs assessment
  • Property insurance
  • Quotes and sales
  • Problem resolution
  • Team building
  • Customer service
  • Risk mitigation
  • Organization

Work Experiences

  • Achieved an average of 32% growth.
  • Captured over $18 in premiums.
  • Achieved 40% growth in client retention over 2017 by streamlining account management processes and improving responsiveness.
  • Assisted 5 clients in optimizing coverage.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Acquired 16 new small enterprise clients.
  • Brought onboard 12 multi-location businesses.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 18% increase in sales.
  • Captured 40% additional market share.

Summaries

  • Commercial Lines Agent with a track record for increasing client retention by 73% by fostering strong, long-term relationships with small to medium-sized businesses.
  • Created customized coverage solutions.
  • Business-driven Commercial Lines Agent with a deep understanding of market trends and regulatory updates, ensuring clients are always in compliance while facing minimal risk exposure.
  • Commercial Lines Agent with a track record for increasing client retention.
  • Achieved high client satisfaction.
  • Conducted comprehensive policy reviews.
  • Award-winning Commercial Lines Agent, recognized as Excellence Award recipient in 2022 for excellence in client service and sales leadership.
  • Collaborated with compliance to create a new suite of commercial products.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Boosted renewal rates by 61%.

Accomplishments

  • Delivered tailored presentations to C-suite executives, closing $3 in new business from high-net-worth clients.
  • Led cross-functional collaboration that resulted in a 34% improvement in client satisfaction for businesses in the manufacturing sector.
  • Partnered with marketing to co-develop promotional content that resulted in 11 more leads through social media platforms.
  • Enhanced client onboarding process, reducing the average time to activate new client policies by 15 days.
  • Designed and facilitated 8 insurance compliance webinars, contributing to a $2 increase in commercial policy revenue.
  • Achieved Lean and implemented new risk assessment strategies, reducing claim payouts by $8 in 2016.
  • Created and maintained robust prospect pipelines, leading to an annual increase of 27% in business insurance sales.
  • Enhanced risk evaluation techniques for trucking and logistics clients, increasing profitability in that sector by $6.
  • Streamlined claims processing by upgrading internal software, reducing administrative errors by 36% and enhancing team productivity.
  • Played a key role in securing strategic partnerships that opened access to 2 new distribution channels for commercial lines.

Affiliations

  • Certified Insurance Counselor (CIC) holder through The National Alliance for Insurance Education & Research
  • American Medical Informatics Association
  • Risk Management Society’s Commercial Lines Specialization (CLM)
  • Society of Chartered Property and Casualty Underwriters (CPCU Society)
  • National Association of Insurance Commissioners (NAIC)
  • Professional Insurance Agents (PIA) Association
  • Society of Human Resource Management
  • Independent Insurance Agents & Brokers of America (IIABA)
  • Association of Governmental Risk Pools (AGRiP)
  • American Marketing Association

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Insurance Regulatory Compliance Certification (IRCC)
  • Insurance Sales and Marketing Certificate - procedure
  • Construction Risk and Insurance Specialist (CRIS)
  • Errors and Omissions (E&O) Insurance Certificate – Brightline
  • ServSafe
  • Certified Claims Professional (CCP) – standard
  • Certified Financial Planner (CFP)
  • Certified Insurance Counselor (CIC)
  • Customer Service Designation (CSD) – 2016

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