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Skills

  • Sales team leadership
  • Market trend analysis
  • Client lifecycle management
  • Conversion rate optimization strategies
  • New business development
  • P&L Management
  • Cost control and reduction
  • Client needs assessment
  • Claims process improvement
  • Corporate contract negotiation

Work Experiences

  • Internal and regulatory financial reports, such as balance sheets and income statements, were prepared by me.
  • Assessed quality and conformance, identified problems, and implemented corrective actions by validating existing accounting management and reporting systems.
  • Achieved a 72% higher agent retention rate.
  • Achieved a 74% boost in client retention.
  • Boosted annual policy sales by 27%.
  • Avoided $18 in potential claims.
  • Oversaw high-volume accounting operations with a 7-person team focused on efficient budget administration, AP/AR, and other financial management needs.
  • Championed diversity and inclusion initiatives.
  • Applied knowledge in risk management.
  • Prepared and paid out sales commissions, monitored bi-weekly payroll, and generated sales tax reports for each operational jurisdiction.

Summaries

  • Achieved a 66% increase in productivity.
  • Achieved 17 new long-term contracts.
  • Achieved a 82% boost in productivity.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Creative problem-solver who pioneers initiatives to enhance customer satisfaction and compliance, improving client onboarding processes by 42% and boosting operational efficiency.
  • Collaborated with IT to design a mobile app.
  • Boosted client onboarding efficiency by 62%.
  • Insurance Agency Manager with financial statement review, auditing, and reporting experience.
  • Collaborative leader who partners with marketing and operations teams to boost customer acquisition and retention, driving 40% lead growth and consistently exceeding sales targets.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Trained and mentored 4 junior insurance agents in product knowledge and sales techniques, leading to a 72% improvement in average team performance.
  • Developed and deployed a client outreach strategy focused on underserved markets, increasing client engagement by 42% and policy sales by $13.
  • Orchestrated a company-wide initiative to migrate paper-based processes to Adobe Creative Suite, which reduced underwriting times by 40% and increased operational efficiency.
  • Conducted competitor research studies, providing detailed insights that allowed for targeted product development and increased market share by 62%.
  • Developed sales strategies that consistently exceeded revenue targets, achieving $3 in total policy sales over the past year.
  • Developed a comprehensive P&L analysis that allowed the agency to allocate resources more effectively, reducing operational costs by $6 annually.
  • Reduced underwriting risk by implementing a real-time data analysis tool, which lowered overall claims frequency by 48%.
  • And led the expansion of the agency’s portfolio by introducing SAP, which added $4 in premiums within Boston region within 2017.
  • Consulted with 18 local businesses to customize group insurance policies, resulting in a 45% increase in commercial policy sales over 6 months.
  • Led the implementation of new insurance products that contributed to a 53% increase in policyholder retention over one year.

Affiliations

  • Health Insurance Underwriters Association (HIUA)
  • Certified Insurance Service Representatives (CISR) Association
  • American Medical Informatics Association
  • Business Marketing Association (BMA) – Insurance Specialty Group
  • The National Underwriter Professional Society
  • Project Management Institute
  • Chartered Insurance Institute (CII)
  • Insurance Institute for Business & Home Safety (IBHS)
  • Independent Insurance Agents & Brokers of America (Big 'I')
  • Institute for Insurance and Risk Management Professionals (IIRMP)

Certifications

  • Project Management Professional (PMP)
  • Life Underwriter Training Council Fellow (LUTCF) – National Association of Insurance and Financial Advisors
  • Certified Fraud Examiner (CFE) system
  • Chartered Property Casualty Underwriter (CPCU) - standard
  • First Aid/CPR Certified
  • Business Analyst in Insurance (BAI) – category
  • SHRM Certified Professional (SHRM-CP)
  • Licensed Insurance Agency Manager – system
  • Google Certified Professional Cloud Architect
  • Accredited Customer Service Representative (ACSR) – The Institutes

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