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Skills

  • Supervision
  • Client needs analysis
  • High-net-worth client management
  • Compliance with insurance regulations
  • Process improvement
  • Attention to detail in policy reviewing
  • First Aid/CPR
  • Policy renewals
  • Budgets
  • Business operations

Work Experiences

  • Achieved results over two years.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 5% increase in sales.
  • Achieved annual policy growth of 9%.
  • Saved $12 by putting in place cost-cutting measures that addressed long-standing issues.
  • Boosted client engagement.
  • Returned customer calls within 17 hours, resolving issues and answering questions quickly.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with procedure to offer exclusive deals to clients, leading to a 67% increase in cross-promotion sales.
  • Presented financial well-being education to groups of over 3 people to cultivate new business and increase customer financial knowledge.

Summaries

  • Client-focused Exclusive Agent with a history of managing a portfolio of clients worth over $7, consistently surpassing sales expectations annually.
  • Achieved 32% upsell growth for Power BI.
  • Achieved results through targeted outreach programs.
  • Costs were consistently reduced while profits were increased.
  • Exclusive Agent is a multi-talented Exclusive Agent who is consistently rewarded for planning and operational improvements.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Consistently identified cost-saving opportunities.
  • Consistently maintained a client retention rate of 17%.
  • Analyzed market trends.
  • Consistently exceeded performance targets by 10%.

Accomplishments

  • Played a key role in onboarding 4 new agents, resulting in a 65% more efficient training and increased team output.
  • Coordinated multiple cross-selling campaigns that increased combined product sales by $17 across 15 regions.
  • Led digital transformation initiatives, integrating Power BI to streamline policy tracking and increase agent productivity by 21%.
  • Successfully brought 14 lapsed clients back to the agency, resulting in an additional revenue of $2.
  • Successfully negotiated vendor contracts that reduced operational expenses by $17 annually.
  • Collaborated with marketing teams to launch new insurance packages, boosting client acquisition by 60% in 2019.
  • Documented and resolved metric which led to initiative.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Introduced client segmentation strategy that led to a 46% increase in premium sales for high-net-worth clients.
  • Utilized industry analysis techniques to identify emerging risks, resulting in a 17% improvement in underwriting criteria.

Affiliations

  • Society of Financial Professionals (SFSP)
  • American Institute For Chartered Property Casualty Underwriters (AICPCU)
  • Association of Information Technology Professionals
  • Insurance Risk Management Association (IRMA)
  • American Marketing Association
  • American Council of Life Insurers (ACLI)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Insurance Institute of America (IIA)
  • National Alliance for Insurance Education and Research
  • Association of Insurance Compliance Professionals (AICP)

Certifications

  • Apple Certified Associate (ACA)
  • Certified Risk Manager (CRM)
  • NAIC - Insurance Regulatory Compliance Training 2021
  • Insurance Operations Certificate
  • Microsoft Certified Systems Engineer (MCSE)
  • Associate in Commercial Underwriting (AU)
  • Agency Management Training Course category
  • Certified Business Analysis Professional (CBAP)
  • Six Sigma Green Belt Certification
  • Insurance Data Analytics Professional Certification

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