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Skills

  • Vision and dental insurance
  • Project organization
  • Data entry
  • Commercial lines policy placement
  • Team management
  • Client needs analysis
  • Account management
  • Quotes and sales
  • Business operations
  • Policy renewals

Work Experiences

  • Acquired 6 new commercial accounts.
  • Anticipated client coverage needs.
  • Acquired complex-risk accounts.
  • Advised businesses on liability reduction strategies.
  • Looked for industry trends on social media and through online sources.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Consistently ranked in the top 15% of producers for annual sales in 2023.
  • Returned customer calls within 17 hours, resolving issues and answering questions quickly.
  • Advised businesses on liability reduction strategies, resulting in premium reductions of up to $13 for high-risk accounts.

Summaries

  • Anticipated client coverage needs.
  • Metric Insurance Agent with superior budget management and cross-functional collaboration abilities.
  • Collaborates with underwriters to secure the best coverage options for clients.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Clear understanding of budget management and workflow optimization as well as vendor management training.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Achieved an average of $14 savings per client on annual claims.
  • Achieved exceptional results in client service.
  • Achieved a 67% year-over-year revenue increase.
  • Achieved a 54% rise in client satisfaction across commercial accounts.

Accomplishments

  • Collaborated with product development teams to customize commercial insurance offerings, leading to a 59% increase in product adoption across 17 industries.
  • Resolved product issue through consumer testing.
  • Implemented cross-departmental training programs for new commercial lines underwriters, improving policy review efficiency by 42% and reducing errors.
  • Organized and hosted business development forums with 7 local business leaders, generating $14 in direct referrals.
  • Expanded the agency's footprint by strategically targeting underserved markets, resulting in a 71% increase in client base in Boston.
  • Served as the primary point of contact for over 11 commercial accounts, ensuring compliance with risk management requirements and achieving 75% client satisfaction.
  • Organized 18 client-centric educational seminars to explain complex policy details, which contributed to a 70% increase in retention rate.
  • Negotiated policy renewals for high-net-worth clients, resulting in premium increases of $9 and a 83% improvement in retention rates.
  • Consistently exceeded sales targets by 58% through prospecting, networking, and relationship cultivation with new and existing clients.
  • Led risk assessments and provided custom insurance solutions for businesses across 5 industries, increasing overall coverage by $17.

Affiliations

  • National Association of Insurance Commissioners (NAIC)
  • Inland Marine Underwriters Association (IMUA)
  • Society of Human Resource Management
  • Surplus Lines Stamping Office Advisory Committees
  • Society of Corporate Compliance and Ethics (SCCE)
  • American Institute for Chartered Property Casualty Underwriters
  • Chartered Property Casualty Underwriters (CPCU) Society
  • National Association of Social Workers
  • Underwriting Executives Council (UEC)
  • National Risk Retention Association (NRRA)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant
  • Commercial Lines Sales Ethics Training Certification
  • Certified Business Intermediary (CBI)
  • Certified Business Analysis Professional (CBAP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Professional Liability Underwriting Society (PLUS) Certificate
  • Salesforce
  • Certified Risk Reduction Specialist (CRRS)
  • Certified Risk Manager (CRM)

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