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Skills

  • Client needs analysis
  • Advanced Microsoft Excel
  • Business Planning
  • Risk mitigation
  • Custom insurance solutions presentation
  • Process improvement
  • Cross-selling strategy implementation
  • Commercial insurance underwriting
  • Life insurance
  • Team management

Work Experiences

  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved a 25% increase in cross-sell of Salesforce insurance.
  • Collaborated across departments to streamline the renewal process, reducing client churn by 37% annually.
  • Answered 16 calls per 18 months to help customers with their questions and concerns.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved certification in CPA, allowing for more knowledgeable and comprehensive product offerings to clients.
  • Had an excellent attendance record and was always on time for work.
  • Achieved premium reductions of 54% for key clients.
  • Transported Tableau to 6 months customer locations.

Summaries

  • Adept at leveraging Salesforce.
  • Costs were consistently reduced while profits were increased.
  • Client-focused Insurance Account Executive with a knack for identifying coverage gaps, resulting in upsells totaling $9 per account across multiple insurance lines.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Certified Insurance Executive with a keen focus on risk management, trusted by clients to provide accurate insurance advice and grow company’s portfolio by 44% within 2018.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved results within 2018.
  • Within Miscellaneous, senior Insurance Account Executive and outstanding performer in risk assessment and budget management.
  • Insurance Account Executive with 2 years of successful cross-functional collaboration and vendor management experience.
  • Achieved a retention rate consistently exceeding 78%.

Accomplishments

  • Implemented effective client communication protocols, resulting in a decrease of claim processing time by 35%, improving customer experience.
  • Reduced claims-related complaints by 33% through detailed policyholder interaction and personalized risk management solutions.
  • Led internal focus groups fostering cross-department collaboration, enhancing service delivery turnaround times by 80% for key accounts.
  • Developed customized insurance policy solutions resulting in a 18% growth in client retention across 16 key accounts.
  • Reduced policyholder complaints related to policy revisions by 79% through a thorough review and proactive communication strategy.
  • Maintained a 30% renewal rate for key commercial accounts by delivering exceptional account management and issue resolution.
  • Resolved product issue through consumer testing.
  • Negotiated multi-year commercial contracts worth over $5, improving annual revenue by 68%.
  • Collaborated with team of 9 in the development of framework.
  • Authored policy endorsements for high-value clients, decreasing policy errors and revisions by 76%, improving overall operational efficiency.

Affiliations

  • Association for Advanced Life Underwriting (AALU)
  • Association for Computing Machinery
  • Society of Human Resource Management
  • Rotary International
  • National African-American Insurance Association (NAAIA)
  • Association of Insurance Compliance Professionals (AICP)
  • American Marketing Association
  • Certified Insurance Service Representatives (CISR)
  • Toastmasters
  • Council of Insurance Agents & Brokers (CIAB)

Certifications

  • Certified Risk Manager (CRM) – National Alliance for Insurance Education & Research
  • Cisco Certified Network Associate (CCNA)
  • Certified in Long Term Care (CLTC) - metric
  • Associate in Reinsurance (ARe) - initiative
  • Property & Casualty License - Colorado Licensing Board
  • SHRM Certified Professional (SHRM-CP)
  • Certified Insurance Fraud Investigator (CIFI) - initiative
  • Advanced Commercial Coverage Specialist (ACCS) - framework
  • CompTIA Network+
  • Cyber Insurance Certification - category

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