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Skills

  • Relationship development
  • Team management
  • Customer service
  • Compliance with industry regulations
  • Standard equipment
  • Budgets
  • Market trend analysis
  • Cross-sell strategy execution
  • Risk mitigation
  • Communications

Work Experiences

  • Conducted continuous review of sales techniques.
  • Transported Jira to 18 months customer locations.
  • Answered 11 calls per 18 months to help customers with their questions and concerns.
  • Achieved a 63% improvement in team performance.
  • Oversaw the delivery of category project by standard team, which resulted in framework.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Had an excellent attendance record and was always on time for work.
  • Accomplished this over 16 consecutive quarters.
  • Built and maintained a client base of over 2 households.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Adept at analyzing market trends.
  • Achieved Top Performer for exceeding $18 in sales.
  • Achieved a 32% uplift in inbound leads.
  • Achieved 15% policy renewal.
  • Achieved superior client satisfaction.
  • Built ongoing client relationships.
  • Client-centered insurance professional.
  • Achieved results over 10 months.
  • Achieved 24% growth in client referrals.
  • Exceptional juggler of multiple competing responsibilities at the same time.

Accomplishments

  • Created and rolled out a webinar series on final expense planning, promoting financial literacy, which attracted over 10 attendees and generated new leads.
  • Executed data-driven market trend analysis to identify emerging needs, resulting in a 79% growth in customer base for final expense products.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Assessed and provided feedback on underwriter proposals, contributing to a 42% improvement in final expense plan affordability and market competitiveness.
  • Successfully negotiated and optimized insurance policy terms with underwriters, which led to a 29% increase in policy premiums and maximized customer coverage.
  • Conducted in-depth financial need assessments for clients, leading to a 47% rise in policy customizations that better suited individual client situations.
  • Led initiatives to improve customer service KPIs, resulting in 41% higher client satisfaction ratings for final expense product offerings.
  • Surpassed annual sales targets by selling over 18 final expense insurance policies, establishing long-term relationships with clients through trust and reliability.
  • Established a referral program that boosted client-to-client recommendations by 35% and significantly expanded the client network within two years.
  • Leveraged industry insights and competitive analysis to adjust pricing strategies, resulting in a 22% rise in premium sales year-over-year.

Affiliations

  • Society for Financial Service Professionals (FSP) Member
  • Association of Insurance Compliance Professionals (AICP)
  • Life Underwriting Training Council Fellow (LUTCF)
  • Association of Information Technology Professionals
  • Certified Senior Consultant (CSC) Affiliation
  • Financial Planning Association (FPA)
  • Insurance Professionals Network (IPN)
  • Lions Club
  • Women's Insurance Network (WIN)
  • Certified Professional Insurance Agent (CPIA) Member

Certifications

  • Medicare Supplement Accredited Advisor Certification by National Insurance Producer Registry (NIPR)
  • Accredited Financial Counselor (AFC) by Association for Financial Counseling & Planning Education (AFCPE)
  • Elder Planning Counselor (EPC) Certification 2017
  • Apple Certified Associate (ACA)
  • Final Expense and Burial Policy Specialist Certification 2022
  • Microsoft Certified Systems Engineer (MCSE)
  • Health Insurance Specialist Certification - Meridian
  • Series 6 and 63 Securities Licenses 2017 by Financial Industry Regulatory Authority (FINRA)
  • Insurance Agent Certification by the National Association of Insurance Commissioners (NAIC)
  • Ethical Selling in Insurance Certification Cedar Works

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