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Skills

  • Business Planning
  • Life insurance
  • Client Retention Strategies
  • Customer satisfaction improvement
  • Client Dispute Resolution
  • Account management
  • Claims Process Optimization
  • Business growth strategy
  • Property insurance
  • Contract negotiation

Work Experiences

  • Achieved Excellence Award.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Contributed to a $7 year-over-year revenue increase.
  • Achieved an 80% closing conversion rate.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved results in 2017.
  • Built and nurtured an extensive book of business.
  • Collaborated with legal teams.
  • Collaborated with claims departments to resolve client disputes resulting in a 51% reduction in unresolved claims within three years.
  • Collaborated with legal teams to ensure policies complied with state and federal regulations, keeping the agency operations risk-free and compliant within industry standards.

Summaries

  • Achieved rapid growth of 72% within Raleigh.
  • Consistently exceeded quarterly sales targets.
  • Adept at building strong vendor partnerships.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Added 5 new clients in Boston.
  • Dedicated to empowering customer support teams through training and first-call resolution strategies, boosting resolution rates by 39% and enhancing the client experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Clear understanding of stakeholder engagement and cross-functional collaboration as well as process improvement training.
  • Achieved results over 9 months.
  • Achieved 39% new business acquisition over standard.

Accomplishments

  • Resolved product issue through consumer testing.
  • Led successful efforts to retain high-value accounts, rebounding client losses by 83% and securing ongoing revenue streams.
  • Organized agency-wide training sessions on enhancing sales pitches, resulting in a 68% improvement in conversion rates.
  • Implemented strategic cross-selling initiatives that led to a 30% increase in policyholder retention over the past year.
  • Expanded the agency’s high-net-worth portfolio by 82%, positioning the firm as the market leader in the Southwest within the past year.
  • Enhanced client onboarding experience with a redesign of the digital portal, leading to a 78% improvement in satisfaction and a 6% decline in onboarding time.
  • Collaborated with claims departments to resolve client disputes, reducing unresolved claims by 57% within the past year.
  • Led a geographic market expansion campaign that increased policyholders by 57% within Raleigh and contributed to Outstanding Service Award.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with the IT department to integrate a new CRM system, automating crucial lead follow-ups and increasing client retention by 83% in 2019.

Affiliations

  • International Council of Nurses
  • American Medical Informatics Association
  • International Federation of Health Plans (IFHP)
  • International Association of Insurance Professionals (IAIP)
  • Million Dollar Round Table (MDRT)
  • Society for Human Resource Management (SHRM) – Focus on Group Benefits Enrollment
  • National Alliance for Insurance Education & Research
  • National Association of Health Underwriters (NAHU)
  • Freemason
  • American College of Financial Services Alumni Association

Certifications

  • Underwriting Principles Certification Northwind
  • Insurance Sales Techniques and Ethics Certification
  • Certified Risk Manager (CRM)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Data Analytics Certification for Insurance Professionals Jira
  • Cisco Certified Network Associate (CCNA)
  • Certified Ethical Insurance Agent (CEIA)
  • Small Business Health Options Program (SHOP) Certification
  • General Lines Agent and Adjuster License Illinois
  • Licensed Insurance Agent Illinois

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