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Skills

  • Computer literate
  • Multi-Task Management
  • MS Office
  • Results-oriented
  • Time management skills
  • Business Planning
  • CRM Systems
  • Music showcase training
  • Communications
  • Market trend analysis

Work Experiences

  • Sought out new clients through face-to-face meetings, phone calls, and email correspondence, resulting in the acquisition of 2 new clients over a one year.
  • Copied, logged, and scanned supporting documents before filing everything in the client's files.
  • Examined departmental documents to determine how they should be distributed and filed.
  • Achieved a 75% increase in closed deals.
  • Achieved Innovation Award for exceeding sales goals by 32% using targeted marketing initiatives for Jira.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Established payment methods and calculated premiums.
  • Achieved results during a challenging economic period.
  • Appraised personal and real estate to determine the appropriate coverage levels for each policy.
  • Conducted an initial client assessment and analysis to begin the research process.

Summaries

  • Professional with 16 years of progressive experience in the field who is highly organized and detail-oriented.
  • Adept at customized insurance solutions, consistently meeting the unique needs of high-net-worth clients and managing portfolios with minimized liability.
  • Initiative Insurance Agent with superior cross-functional collaboration and budget management abilities.
  • Costs were consistently reduced while profits were increased.
  • Insurance Advisor is a multi-talented Insurance Advisor who is consistently rewarded for planning and operational improvements.
  • Achieved notable success implementing digital tools to enhance the claims process, reducing processing times by 49% and improving client satisfaction.
  • Achieved faster, favorable outcomes for clients.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Job-related software expertise, including HubSpot and Workday.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Certified as PMP, ensuring adherence to industry best practices in client advisement and policy management.
  • Conducted market trend analysis to advise clients on appropriate coverage, resulting in a 19% increase in renewals.
  • Documented and resolved system which led to metric.
  • Solved
  • Represented
  • Streamlined
  • Audited 6 claims, identifying and rectifying inaccuracies with a success rate of 55% over 2023.
  • Monitored
  • Identified
  • Increased

Affiliations

  • Credentialed Fellow of the Academy of Health Care Management (FAHM)
  • National Alliance for Insurance Education & Research
  • American Medical Informatics Association
  • National Association of Health Underwriters (NAHU)
  • American Society of Safety Professionals
  • Million Dollar Round Table (MDRT) Member
  • Association for Advanced Life Underwriting (AALU)
  • Society of Women Engineers
  • Financial Services Institute (FSI) Member
  • Accredited Adviser in Insurance (OSHA, 2016)

Certifications

  • Health Insurance Associate (HIA)
  • Certified Professional Insurance Agent (CPIA)
  • Certified Public Accountant (CPA)
  • Google Certified Professional Cloud Architect
  • CompTIA Security+
  • Salesforce
  • Registered Health Underwriter (RHU)
  • Certified Public Accountant
  • Associate in Reinsurance (ARe)
  • Licensed Insurance Producer category

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