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Skills

  • Cost control and reduction
  • P&L Management
  • Client relationship management
  • Compliance with method
  • Supervision
  • First Aid/CPR
  • Problem resolution
  • Cross-sell and upsell strategies
  • Business operations
  • Performance evaluations

Work Experiences

  • Achieved 19% above targets in 2016.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs, and special projects.
  • Achieved zero infractions.
  • Assessed quality and conformance, identified problems, and implemented corrective actions by validating existing accounting management and reporting systems.
  • Answered 13 calls per 6 months to help customers with their questions and concerns.
  • Internal and regulatory financial reports, such as balance sheets and income statements, were prepared by me.
  • Collaborated with IT and Marketing teams.
  • Achieved growth in 2022.
  • Aided underwriters in accurately pricing policies.
  • Achieved a 25% reduction in overhead.

Summaries

  • Insurance Agency Manager with financial statement review, auditing, and reporting experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Boosted client onboarding efficiency by 62%.
  • Costs were consistently reduced while profits were increased.
  • Collaborative leader partnering with marketing and operations teams.
  • Conducted comprehensive regulatory reviews.
  • Achieved 17 new long-term contracts.
  • Conducted market trend analysis.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Approach is meticulous, conscientious, and methodical.

Accomplishments

  • Established a multi-channel marketing campaign, which led to a 47% increase in new insurance policy sales in the first 18 months.
  • Developed a comprehensive P&L analysis that allowed the agency to allocate resources more effectively, reducing operational costs by $6 annually.
  • Created an agent incentive program that increased policy renewals by 16% and improved customer retention over three years.
  • Collaborated with team of 7 in the development of category.
  • And led the expansion of the agency’s portfolio by introducing SAP, which added $4 in premiums within Boston region within 2017.
  • Conducted detailed market trend analysis, enabling the agency to offer competitive pricing structures, helping drive a 58% increase in premium sales within 2022.
  • Developed and deployed a client outreach strategy focused on underserved markets, increasing client engagement by 42% and policy sales by $13.
  • Led the implementation of a customer satisfaction initiative, resulting in an improved client retention rate by 58% within one year.
  • Introduced quarterly performance reviews for agents, which resulted in a 60% rise in sales targets being met consistently over one year.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • National Association of Professional Insurance Agents (PIA)
  • Certified Insurance Counselor (CIC) Association
  • Association for Cooperative Operations Research and Development (ACORD)
  • Society of Financial Service Professionals (FSP)
  • American Council of Life Insurers (ACLI)
  • National Alliance for Insurance Education & Research
  • Association for Supply Chain Management (APICS)
  • Institute for Insurance and Risk Management Professionals (IIRMP)
  • Chartered Insurance Institute (CII)
  • Health Insurance Underwriters Association (HIUA)

Certifications

  • Apple Certified Associate (ACA)
  • SHRM Certified Professional (SHRM-CP)
  • Professional in Customer Relationship Management (PCRM) – framework
  • Certified Professional Insurance Agent (CPIA) – American Insurance Marketing and Sales Society
  • Associate in Commercial Underwriting (AU) - The Institutes
  • Certified Insurance Consultant – procedure
  • CompTIA A+ Technician
  • Property and Casualty Insurance License - program
  • Cisco Certified Network Associate (CCNA)
  • Certified Business Analysis Professional (CBAP)

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