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Skills

  • Account management
  • Team management
  • MS Office
  • Quote information
  • Business operations
  • Claims reporting systems
  • Claims Process Optimization
  • Underwriting and adjustments
  • Customer retention strategies
  • Client relationship management

Work Experiences

  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 15% increase in sales.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Acted as a liaison between clients and insurers during complex claim negotiations, securing favorable outcomes in 42% of cases handled.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with sales staff and underwriters.
  • Achieved a 27% reduction in claim disputes.
  • Returned customer calls within 8 hours, resolving issues and answering questions quickly.
  • Achieved a 35% retention rate in 2017.
  • Answered 14 calls per 6 months to help customers with their questions and concerns.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Achieved a 23% client retention rate.
  • Conducted quarterly outreach campaigns.
  • Adept at negotiating with underwriters.
  • Achieved results in their first 9 months.
  • Within Miscellaneous, senior Commercial Lines Representative and outstanding performer in data analysis and cross-functional collaboration.
  • Conducts regular policy reviews.
  • Boosted client retention by 28%.
  • Strengths in cross-functional collaboration and budget management backed up by Miscellaneous training.
  • Achieved a 71% increase in long-term account retention.
  • Achieved a 79% increase in average policy sales.

Accomplishments

  • Reduced claims processing time by 38% by implementing an advanced claims tracking system and cross-team communication protocols.
  • Worked with a multidisciplinary team, including legal and compliance, to ensure full adherence to Oregon commercial insurance laws.
  • Reviewed client loss data and worked with claims department to enhance workflow efficiency, reducing claims processing time by 13 days.
  • Conducted market research on emerging industries, enabling the acquisition of new accounts from metric and increasing revenue by $18.
  • Resolved product issue through consumer testing.
  • Led efforts to revamp internal training programs across multiple commercial lines teams, which led to a 29% increase in productivity.
  • Documented and resolved process which led to framework.
  • Implemented a proactive strategy to review and renegotiate coverage limits before renewals, obtaining more favorable terms for 18 clients.
  • Managed complex commercial policy renewals, ensuring the maintenance of $15 in account premiums across more than 6 key renewals in 2018.
  • Managed the review and renewal process of complex commercial insurance accounts, representing over $9 in gross written premiums.

Affiliations

  • Freemason
  • Licensed Commercial Lines Insurance Broker in Georgia
  • International Association of Administrative Professionals
  • Agent/Broker License from the procedure
  • Association of Professional Insurance Women (APIW), Boston Chapter Member
  • Risk and Insurance Management Society (RIMS), procedure Member
  • Chartered Property Casualty Underwriter (CPCU) Society Member since 2017
  • Insurance Information Institute (III) Active Contributor
  • Association for Computing Machinery
  • Accredited Advisor in Insurance (AAI) coursework completed as of 2024

Certifications

  • Certified Public Accountant (CPA)
  • Cyber Liability and Data Breach Coverage Certification – initiative
  • Flood Insurance Certification by FEMA's National Flood Insurance Program (NFIP)
  • Ethics in Insurance Certification - Beacon Labs
  • AML Compliance Certification for Insurance Professionals
  • Producer Licensing for Business Entity - procedure
  • Healthcare Insurance Certification (AHIP) – Cedar Works
  • Certified Insurance Counselor (CIC) – National Alliance for Insurance Education & Research
  • Small Business Coverage Specialist (SBCS) Certification – The Hartford
  • First Aid/CPR Certified

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