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Skills

  • Quote information
  • Problem resolution
  • Market trend analysis
  • Policy renewals
  • Project organization
  • Advanced knowledge of program
  • Risk assessment and mitigation
  • Organization
  • Business operations
  • Account management

Work Experiences

  • Assisted 6 clients in optimizing their coverage by analyzing financial statements and risk exposure.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 18% increase in sales.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Attended trade shows.
  • Collaborated with marketing to develop a community outreach program.
  • Achieved results within 2016.
  • Achieved 40% growth in client retention over 2017 by streamlining account management processes and improving responsiveness.
  • Advised high-net-worth commercial entities on risk management strategies.
  • Saved $13 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Strengths in project management and budget management backed up by Miscellaneous training.
  • Accomplished in client retention, having boosted renewal rates by 46% through efficient account management and responsive client service.
  • Commercial Lines Agent with extensive experience handling over $5 in policy renewals for large enterprise clients, driving continued revenue growth.
  • Consistently exceeded key performance metrics.
  • Aligned client needs with optimal product solutions.
  • Built solid, long-term client relationships.
  • Costs were consistently reduced while profits were increased.
  • Accomplished in client retention.
  • Award-winning Commercial Lines Agent, recognized as Excellence Award recipient in 2022 for excellence in client service and sales leadership.
  • Accountable Insurance Representative with strong client management and plan promotion skills.

Accomplishments

  • Achieved OSHA, contributing to a deeper understanding of cyber risk policies and subsequent growth by 65% in cyber insurance offerings.
  • Achieved Lean and implemented new risk assessment strategies, reducing claim payouts by $8 in 2016.
  • Exceeded quarterly sales targets by 43% by effectively managing client relationships and conducting needs-based selling interviews.
  • Enhanced client onboarding process, reducing the average time to activate new client policies by 15 days.
  • Represented the company at procedure, generating 5 warm leads and boosting networking with potential high-value clients.
  • Partnered with marketing to co-develop promotional content that resulted in 11 more leads through social media platforms.
  • Expanded the office presence into the Midwest, acquiring 18 new clients and increasing overall portfolio value by 70%.
  • Delivered tailored presentations to C-suite executives, closing $3 in new business from high-net-worth clients.
  • Collaborated with underwriters to re-negotiate terms on high-risk commercial policies, resulting in a 47% reduction in premium costs.
  • Led cross-functional collaboration that resulted in a 34% improvement in client satisfaction for businesses in the manufacturing sector.

Affiliations

  • Association of Governmental Risk Pools (AGRiP)
  • International Association of Administrative Professionals
  • Global Risk Management Institute (GRMI)
  • Subscribing member of Insurance Information Institute (III)
  • Professional Insurance Agents (PIA) Association
  • Society of Insurance Research (SIR)
  • Insurance Data Management Association (IDMA) Certification
  • Freemason
  • Association of Information Technology Professionals
  • Association for Computing Machinery

Certifications

  • Certified Public Accountant (CPA)
  • Introduction to Cyber Liability Insurance (Cyber 101) - Harbor & Co.
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Business Intermediary (CBI) – Northwind
  • Ethics in Insurance Certification – 2024
  • Professional Risk Manager (PRM) - PRMIA Institute
  • Google Certified Professional Cloud Architect
  • E-Signature Law Compliance Course – Lakeside Partners
  • CompTIA A+ Technician
  • Certified Professional Insurance Agent (CPIA)

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