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Skills

  • Pipeline management
  • Risk management
  • Conflict resolution and problem-solving
  • Customer service
  • Vision and dental insurance
  • Claims reporting systems
  • Policy renewals
  • Process improvement
  • Risk mitigation
  • Business process improvement

Work Experiences

  • Achieved growth over two years.
  • Assessed and optimized district workflow, reducing operational costs by $17 and improving service delivery time by 67%.
  • Returned customer calls within 3 hours, resolving issues and answering questions quickly.
  • Achieved a satisfaction rate of 18%.
  • Adopted innovative underwriting solutions.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Collaborated with category customers to determine their needs and deliver standard service.
  • Attracted over 9 potential clients.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved a $2 reduction in claims.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved a 30% boost in renewal rates.
  • Achieved 82% growth across all key performance indicators.
  • Accomplished in business process optimization.
  • Achieved 21% growth in cross-selling efficiency.
  • Proven track record of time management and customer service excellence.
  • Achieved year-on-year satisfaction rates exceeding 19%.
  • Achieved a 69% improvement in quarterly results.
  • Achieved substantial cost savings.
  • Accountable Insurance Representative with strong client management and plan promotion skills.

Accomplishments

  • Identified territory-specific opportunities and gaps, driving a 46% increase in new client acquisitions in 2024.
  • Utilized advanced data analytics to optimize district resource allocation, increasing sales efficiency by 84% across all sales teams.
  • Designed a targeted event management strategy that increased attendance at district sales conferences by 48%, driving new customer engagement.
  • Analyzed regional market trends and adjusted sales strategies, increasing product penetration of Workday by 37% in metric.
  • Mentored a team of 18 sales agents, successfully growing per-agent productivity by 26% in 18 months.
  • Developed strategic partnerships with local organizations, resulting in a 70% growth in targeted business referrals.
  • Assumed responsibility for high-profile client accounts, contributing to a renewal rate of 40% in 2019.
  • Led a district-wide initiative to streamline CRM processes, boosting pipeline visibility and contributing to a 51% close-rate increase in 2023.
  • Established key client relationships, resulting in 21% revenue growth from top-tier accounts in 2017.
  • Collaboratively developed district marketing campaigns, increasing visibility and product demand by 38% over 18 months.

Affiliations

  • Life Underwriting Trainers Council (LUTC)
  • National Association of Professional Agents (NAPA)
  • Project Management Institute
  • International Association of Risk and Compliance Professionals (IARCP)
  • National Alliance for Insurance Education & Research
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • National Association of Health Underwriters (NAHU)
  • Toastmasters
  • Million Dollar Round Table (MDRT)

Certifications

  • Certified Insurance Counselor (CIC) by Vantage
  • Certified Risk Manager (CRM) by Beacon Labs
  • Project Management Professional (PMP) by method
  • Advanced consultative selling certified by Lakeside Partners
  • Certified Sales Executive (CSE) by Sales and Marketing Executives International (SMEI)
  • Strategic Management Performance System (SMPS) Certification by Vantage
  • Certified Business Performance Improvement Advisor by Cedar Works
  • Certified Sales and Marketing Professional (CSMP) by International Sales Academy
  • Salesforce
  • Certified Public Accountant (CPA)

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