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Skills

  • Problem resolution
  • Communications
  • Client relationship management
  • Computer literate
  • Quotes and sales
  • Music showcase training
  • Claims reporting systems
  • Safety measures
  • Networking and relationship building
  • Credit and collections

Work Experiences

  • Accomplished this within 18 months.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 3% increase in sales.
  • Achieved Top Performer for outstanding customer service.
  • Assessed business and individual customer needs as well as financial circumstances in order to make personalized policy recommendations.
  • Interviewed potential clients to learn about their financial resources and the physical condition of their person or property, as well as to discuss any existing coverage.
  • Achieved $3 in additional sales revenue.
  • Created multi-threaded admin web applications based on process.
  • Achieved results over 2023.
  • Collaborated closely with external partners and members of the community to develop a steady stream of client referrals.
  • Created group presentations and e-marketing campaigns that resulted in new business worth $3 in 14 months.

Summaries

  • Achieved exceptional client retention rates.
  • Senior Embedded Software Engineer with extensive experience in all phases of software development.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved 43% faster resolutions.
  • Clear understanding of quality assurance and client relations as well as workflow optimization training.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Adapted to changes in insurance regulations.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved results within 10 months.

Accomplishments

  • Developed
  • Created and maintained a personal pipeline of 14 clients, providing continuous coverage reviews and upselling opportunities.
  • Managed
  • Resolved product issue through consumer testing.
  • Collaborated with marketing teams to create targeted promotional materials, leading to a 37% increase in premium sales.
  • Increased
  • Designed risk-mitigation strategies for commercial clients, decreasing total claims exposure by $18.
  • Prepared
  • Monitored
  • Resolved

Affiliations

  • Toastmasters
  • Certified Risk Management Professional - 2021 (Seattle)
  • American Society of Safety Professionals
  • National Social Security Advisor (NSSA)
  • Jaycees
  • National Association of Independent Life Brokerage Agencies (NAILBA)
  • Certified Financial Planner (CFP), 2020
  • Risk and Insurance Management Society (RIMS)
  • Association for Advanced Life Underwriting (AALU)
  • Society of Financial Services Professionals (FSP)

Certifications

  • Certified Insurance Service Representative (CISR)
  • Certified Public Accountant (CPA)
  • CompTIA Network+
  • Associate in General Insurance (AINS)
  • CompTIA Security+
  • Certified Professional Insurance Agent (CPIA)
  • Certified Personal Risk Manager (CPRM)
  • Insurance Billing and Coding Specialist Certification
  • Health Insurance Associate (HIA)
  • Cisco Certified Internetwork Expert (CCIE)

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