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Skills

  • Building rapport and trust with diverse clients
  • Financial planning strategies
  • Automating sales reporting tools
  • Client acquisition through referral partnerships
  • First Aid/CPR
  • Claims reporting systems
  • Relationship development
  • Business operations
  • Client relationship management
  • Business Planning

Work Experiences

  • Saved $17 by putting in place cost-cutting measures that addressed long-standing issues.
  • Looked for industry trends on social media and through online sources.
  • Collaborated with legal teams.
  • Achieved a 71% increase in renewals.
  • Achieved results over 4 months.
  • Conducted continuous review of sales techniques.
  • Automated reporting tools.
  • Collaborated with underwriters and claims specialists.
  • Achieved cross-sell in 17% of cases.
  • Conducted in-depth needs analysis during consultations, which led to successfully identifying and closing gaps in life insurance coverage for over 4 clients.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved 85% higher client referrals.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Achieved 15% policy renewal.
  • Within Miscellaneous, senior Final Expense Specialist and outstanding performer in project management and vendor management.
  • System Insurance Agent with superior workflow optimization and vendor management abilities.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Boosted team results by 45%.
  • Achieved results over 10 months.
  • Boosted individual agent productivity.

Accomplishments

  • Led a team of 15 agents, improving overall department performance by focusing efforts on high-potential leads for final expense products.
  • Successfully negotiated and optimized insurance policy terms with underwriters, which led to a 29% increase in policy premiums and maximized customer coverage.
  • Coordinated with underwriters to expedite the approval process for complex final expense policies, reducing lead time by 6% for faster client onboarding.
  • Surpassed performance metrics by consistently achieving 19% of targeted sales within 16 years of tenure.
  • Leveraged industry insights and competitive analysis to adjust pricing strategies, resulting in a 22% rise in premium sales year-over-year.
  • Conducted client policy reviews and suggested alternate coverage options, leading to a 67% increase in customer satisfaction.
  • Assessed and provided feedback on underwriter proposals, contributing to a 42% improvement in final expense plan affordability and market competitiveness.
  • Led initiatives to improve customer service KPIs, resulting in 41% higher client satisfaction ratings for final expense product offerings.
  • Achieved 30% above monthly sales quota by implementing targeted sales strategies tailored to senior clients.
  • Boosted company revenue by consistently meeting and exceeding final expense policy sales targets, contributing 80% of the department’s total annual revenue.

Affiliations

  • Certified Final Expense Planner Association
  • Life Underwriting Training Council Fellow (LUTCF)
  • American Marketing Association
  • Insurance Professionals Network (IPN)
  • American College of Financial Services - Alumni
  • Toastmasters
  • Jaycees
  • Sales and Marketing Executives International (SMEI) Membership
  • Association for Computing Machinery
  • American Council of Life Insurers (ACLI) Member

Certifications

  • Final Expense and Burial Policy Specialist Certification 2022
  • Certified Life Insurance Specialist Illinois by National Association of Insurance & Financial Advisors (NAIFA)
  • Understanding and Selling Burial Insurance Certification by method
  • Certified Needs Analysis Specialist (CNAS) 2021 by Life Insurance Marketing and Research Association (LIMRA)
  • Certified Financial Planner (CFP) – 2023
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Accredited Estate Planner (AEP) from National Association of Estate Planners & Councils
  • Certified Grief Educator Summit Group for working with bereaved clients
  • Certified Senior Advisor (CSA) by Society of Certified Senior Advisors

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