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Skills

  • Relationship development
  • Client risk auditing
  • Underwriting and adjustments
  • Quotes and sales
  • Cross-functional team collaboration
  • Claims Dispute Resolution
  • Vision and dental insurance
  • Property insurance
  • Business operations
  • Communications

Work Experiences

  • Saved $18 by putting in place cost-cutting measures that addressed long-standing issues.
  • Had an excellent attendance record and was always on time for work.
  • Looked for industry trends on social media and through online sources.
  • Transported Asana to 18 months customer locations.
  • Achieved 9 risk reductions.
  • Achieved President's Club for meeting account retention goals.
  • Acted as a liaison between clients and insurers.
  • Avoided costly fines for clients.
  • Adjusted coverage accordingly.
  • Conducted client consultations.

Summaries

  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Achieved favorable outcomes.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved a 18% decrease in underwriting mistakes.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Within Miscellaneous, senior Commercial Lines Representative and outstanding performer in data analysis and cross-functional collaboration.
  • Achieved a 79% increase in average policy sales.
  • Conducts regular policy reviews.
  • Commercial Lines Representative with extensive experience in compliance and regulation, ensuring full adherence to Washington standards for client portfolios.
  • Achieved a 23% client retention rate.

Accomplishments

  • Documented and resolved process which led to framework.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reduced claims processing time by 38% by implementing an advanced claims tracking system and cross-team communication protocols.
  • Implemented a proactive strategy to review and renegotiate coverage limits before renewals, obtaining more favorable terms for 18 clients.
  • Negotiated annual renewals for a portfolio of 16 commercial accounts, securing client loyalty and advancing retention rates by 56%.
  • Collaborated with team of 4 in the development of standard.
  • Reviewed client loss data and worked with claims department to enhance workflow efficiency, reducing claims processing time by 13 days.
  • Developed detailed commercial loss run reports, allowing clients to make informed decisions on risk mitigation strategies, resulting in fewer loss claims.
  • Managed complex commercial policy renewals, ensuring the maintenance of $15 in account premiums across more than 6 key renewals in 2018.

Affiliations

  • Association of Professional Insurance Women (APIW), Boston Chapter Member
  • Client onboarding collaboration for the Small Business Development Center (SBDC)
  • Contributor to the framework, providing professional insights on coverage and claims
  • Association for Computing Machinery
  • Council of Insurance Agents & Brokers (CIAB) Participant
  • National Association of Insurance Commissioners (NAIC) - Member
  • Speaker at 2020 Commercial Insurance Seminar, held by Summit Group
  • International Association of Administrative Professionals
  • National Association of Professional Insurance Agents (PIA) Advocate
  • American Institute for Chartered Property Casualty Underwriters (AICPCU) certification completed in 2019

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Certified Insurance Service Representative (CISR) by Lakeside Partners
  • First Aid/CPR Certified
  • Insurance Regulatory Compliance (IRC) Professional Certification
  • Chartered Property Casualty Underwriter (CPCU) – Risk Management and Insurance
  • Risk and Insurance Management Society (RIMS) Certifications
  • CompTIA Security+
  • Certified Financial Services Auditor (CFSA)
  • Flood Insurance Certification by FEMA's National Flood Insurance Program (NFIP)
  • Certified Insurance Counselor (CIC) – National Alliance for Insurance Education & Research

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