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Skills

  • Regulatory compliance
  • Claims processing optimization
  • Client referral program development
  • Client Retention Strategies
  • Time management
  • Problem resolution
  • Underwriting and adjustments
  • Client relationship management
  • Team management
  • Claims approval rate optimization

Work Experiences

  • Returned customer calls within 6 hours, resolving issues and answering questions quickly.
  • Advised clients on optimal insurance coverage, resulting in cost savings of $11 annually through policy adjustments.
  • Collaborated with a cross-functional team.
  • Achieved results over a 2016 period.
  • Advised small business owners.
  • Achieved 4 sales in the first quarter.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Built lasting relationships with clients.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.

Summaries

  • Collaborated with carriers to personalize plans.
  • Achieved 72% accuracy.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Committed to maintaining policy accuracy.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Adaptive and results-oriented, renowned for boosting client retention rates by 60% through the development of comprehensive re-enrollment strategies over 2021 period.
  • Achieved a 35% sales increase for Tableau.
  • Adept at managing multifaceted insurance portfolios.
  • Conducted market analysis.

Accomplishments

  • Contributed to a 60% improvement in policy renewal rates by developing customer engagement strategies that addressed shifting needs.
  • Successfully closed 71% of new client policies within several months, generating an additional $16 in revenue for the agency.
  • Documented and resolved metric which led to framework.
  • Achieved top sales performer recognition for exceeding sales goals by 11% in 2024 through consultative and solution-based selling.
  • Identified premium savings options for clients, resulting in total savings of $5 while improving customer retention by 16%.
  • Utilized procedure for tracking and monitoring client interactions, reducing overall customer account maintenance time by 83%.
  • Collaborated with team of 7 in the development of standard.
  • Exceeded quarterly target by 62% through consistent and transparent communication with underwriting teams.
  • Led monthly sales strategy meetings to evaluate market risks, which increased conversion rates by 85% over 18 months.
  • Developed new client referral process that directly resulted in 81% increase in qualified leads and policy uptake.

Affiliations

  • Rotary International
  • National Corporate Advisor for program
  • American College of Financial Services Designations program member
  • Insurance and Risk Management Advisory Council Member
  • International Council of Nurses
  • International Association of Insurance Professionals (IAIP)
  • Project Management Institute
  • Insurance Continuing Education Instructor in Colorado
  • Council of Insurance Agents & Brokers (CIAB) Facilitator
  • Association of Information Technology Professionals

Certifications

  • Accredited Customer Service Representative in Insurance (ACSR)
  • Certified Business Analysis Professional (CBAP)
  • Insurance Sales Agent License (Georgia)
  • Long-Term Care Insurance Certification Oregon
  • Life Underwriter Training Council Fellow (LUTCF)
  • AHIP Certification (American Health Insurance Plans)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant (CPA)
  • Project Management Professional (PMP)
  • Certified Professional Insurance Agent (CPIA)

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