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Skills

  • Sales techniques
  • Sales strategy development
  • Quotes and sales
  • Client needs assessment and policy customization
  • Case study presentations
  • Insurance claim dispute resolution
  • Health, life, and property insurance
  • Quote information
  • Vision and dental insurance
  • Customer relationship management (CRM) tools

Work Experiences

  • Collaborated with claim adjusters.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Conducted client onboarding meetings and policy reviews, improving lifetime customer value by 17% through upsell strategies.
  • Assessed and restructured existing corporate client portfolios, resulting in a 47% overall premium efficiency for the client.
  • Conducted cold prospecting.
  • Achieved this in 2023.
  • Looked at retention, loss ratio trends, and sales volume to see where I could improve.
  • Qualified individuals interested in purchasing insurance coverage by making approximately 8 outbound and inbound sales calls per week.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Collaborated closely with marketing teams to develop new customer engagement campaigns, resulting in 28% higher lead generation in initiative.

Summaries

  • Achieved enhanced customer satisfaction.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Built a strong network of client referrals.
  • Achieved retention rates consistently exceeding 31%.
  • Achieved strong satisfaction scores.
  • Coached team members to improve sales performance.
  • Award-winning Independent Insurance Sales Representative.
  • Achieved efficient lead conversion.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved comprehensive coverage.

Accomplishments

  • Launched a customer feedback initiative to improve service and policy satisfaction, enhancing repeat business by 76%.
  • Maintained up-to-date knowledge of both state and international insurance regulations, ensuring policies consistently met compliance requirements.
  • Achieved Lean to enhance legal expertise and ensure compliance across all operational aspects of policy issuance and claim resolution.
  • Implemented a referral program that incentivized client referrals, boosting new policy acquisitions by $17 within the past year.
  • Liaised with brokers to assess emerging risks in the industry, implementing changes to offerings that contributed to a 31% reduction in claim payouts.
  • Established a customer loyalty program that rewarded long-term policyholders with premium bonuses, resulting in a 71% increase in renewal rates.
  • Leveraged bilingual communication skills to expand market reach, increasing policyholder diversity by 50% year-over-year.
  • Built long-term relationships with local brokers and agencies, which resulted in partnerships that generated $17 in additional revenue.
  • Mastered the intricacies of Power BI, improving claims processing accuracy and reducing errors by 48%.
  • Proactively addressed client concerns regarding premium costs by offering alternative, more affordable policy options, retaining 58% of accounts.

Affiliations

  • National Association of Health Underwriters (NAHU)
  • Society of Actuaries (SOA) Affiliate Membership
  • American College of Financial Services - Certified Financial Planner (CFP)
  • Society of Women Engineers
  • Licensed Property & Casualty Insurance Agent, 2016
  • Association of Information Technology Professionals
  • Chartered Property Casualty Underwriters Society (CPCU)
  • Insurance Institute of America - Continuing Education
  • International Association of Administrative Professionals
  • American Council of Life Insurers (ACLI)

Certifications

  • Life and Health Insurance License
  • CompTIA A+ Technician
  • Cyber Insurance Certification
  • Certified Risk Manager (CRM)
  • CompTIA Network+
  • Professional Financial Representative (PFR)
  • Salesforce
  • Certified Insurance Counselor (CIC)
  • National Producer Number (NPN) by framework
  • Google Certified Professional Cloud Architect

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