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Skills

  • Client relationship management
  • Operational improvement
  • Project management
  • System equipment
  • Team management
  • Vision and dental insurance
  • Customer service
  • Claims reporting systems
  • Health insurance
  • Regulatory compliance

Work Experiences

  • Achieved results in 2017.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Built a referral network.
  • Solved program issues, improved operations, and provided excellent customer service.
  • Conducted proactive outreach.
  • Achieved Excellence Award.
  • Collaborated with claims departments.
  • Looked for industry trends on social media and through online sources.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Achieved a 29% annual retention rate.

Summaries

  • General Agent with 2 years of successful budget management and risk assessment experience.
  • Client-focused professional adept at cross-selling various insurance products and driving substantial business growth, achieving 80% new business acquisition over initiative.
  • Client-focused professional.
  • Committed to creating comprehensive risk management solutions for commercial clients, reducing potential liabilities and saving over $16 in exposure risks.
  • Achieved 57% growth in new business.
  • Collaborated effectively with claims departments.
  • Contributed to year-over-year growth of 51% %.
  • Contributed to a 69% improvement in renewal rates.
  • Proven track record of time management and customer service excellence.
  • Achieved 39% new business acquisition over standard.

Accomplishments

  • Developed quarterly market research reports, ensuring strategic alignment of sales efforts and growing market share by 84% in 2017.
  • Developed personalized insurance plans for high-net-worth individuals, securing over $method in premium value for the agency in 2018.
  • Collaborated with claims departments to resolve client disputes, reducing unresolved claims by 57% within the past year.
  • Initiated a referral program that increased new client acquisition by 23% within several months, contributing to $$156,000 annual revenue.
  • Led successful efforts to retain high-value accounts, rebounding client losses by 83% and securing ongoing revenue streams.
  • Negotiated long-term vendor partnerships that yielded a 32% reduction in third-party service costs, passing value to policyholders.
  • Successfully led a portfolio diversification project that increased overall policy sales by 62% for Brightline in 2019.
  • Introduced customer self-service features in online claims platform, reducing manual labor by 44% and increasing self-resolution rates by 76%.
  • Implemented strategic cross-selling initiatives that led to a 30% increase in policyholder retention over the past year.
  • Designed and launched a new training program for associates, resulting in a 65% increase in team productivity and knowledge scores post-certification.

Affiliations

  • Toastmasters
  • Association for Computing Machinery
  • National Association of Professional Agents (NAPA)
  • Lions Club
  • Society of Women Engineers
  • National Association of Corporate Directors (NACD) – Corporate Risk Division
  • Association for Supply Chain Management (APICS)
  • Society of Customer Affairs Professionals (SOCAP)
  • International Association of Administrative Professionals
  • Rotary International

Certifications

  • CompTIA Security+
  • Series 6 License
  • Property and Casualty Insurance License
  • Certified Public Accountant
  • Accredited Adviser in Insurance (AAI)
  • Arbitration Specialist Certification metric
  • Apple Certified Associate (ACA)
  • Underwriting Principles Certification Northwind
  • Series 63 License
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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