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Skills

  • Patient contact
  • Process implementation
  • Communications
  • Customer retention strategies
  • Hardware evaluation
  • Proficient in Salesforce
  • Staff development
  • Supervision
  • Insurance coverage verification
  • Team Leadership

Work Experiences

  • Won
  • Did some research.
  • Identified
  • Established
  • Kept track of everything.
  • Advised
  • Completed the work outlined on the repair order with efficiency and accuracy.
  • Responded quickly to customer concerns and resolved program issues using client relations and team leadership.
  • Quickly identified problems and alerted Insurance Analyst to any potential project delays.
  • Measured yardage and looked for stray golf balls.

Summaries

  • A committed, tactical team builder and strategic planner seeking a position in account management or sales with a forward-thinking elevator service and construction firm.
  • Initiative and method are examples of abilities.
  • Articulate
  • a resourceful customer service specialist looking to apply her skills in an A/P or A/R role with a forward-thinking company.
  • Deadline-driven
  • Financial analysis, reconciliation, mortgage collections, loan documentation, SBA liquidation, credit and risk management assessment, and customer service are all areas of expertise for me.
  • Customer-focused, strategic-thinking salesperson with more than 20 years of experience in developing relationships, cultivating partnerships, retaining top accounts, and expanding profit channels.
  • Professional with over 8 years of experience in project management and process improvement initiatives across the enterprise.
  • Fluent in both English and Spanish.
  • With 14 years of progressive experience in large-scale corporate banking environments, I am a highly analytical and results-driven banking professional.

Accomplishments

  • Revised and documented standard operating procedures that reduced human error in policy data entry by 60%.
  • Increased sales 5% over the past year.
  • Led compliance in achieving full compliance with category, decreasing regulatory penalties by $2 in two years.
  • Collaborated with underwriting teams to deliver actionable reports, reducing risk exposure by 41% and increasing client retention by $12.
  • Collaborated with claims examiners to identify and mitigate fraud cases, saving the company $3 annually.
  • Created and analyzed monthly claims reports, leading to a 40% increase in approved claims and enhanced decision-making across departments.
  • Assessed and recalibrated underwriting models, resulting in a framework in risk pricing confidence across multiple portfolios.
  • Led the reconciliation of account discrepancies for overdue premiums, recovering $14 within one year.
  • Drove continuous improvement in claims handling processes, lowering cost per claim processed by $9.
  • Executed comprehensive market analysis to align premium structures with industry trends, increasing profitable policy retention by 26%.

Affiliations

  • International Association of Administrative Professionals
  • Active participant in The Institutes' Chartered Property Casualty Underwriter (CPCU) Society since 2024.
  • Joined the International Claim Association (ICA) to ensure up-to-date practices in quality assurance for claims handling.
  • Association for Supply Chain Management (APICS)
  • International Council of Nurses
  • Member of the Chartered Insurance Institute (CII), focusing on continuous professional development in underwriting and insurance auditing.
  • Completed the Certified Business Intelligence Professional (CBIP) Certification to enhance data analytics in supporting insurance marketing strategies.
  • Completed Associate Insurance Compliance Professional (AICP) Certification to streamline compliance processes.
  • Association of Information Technology Professionals
  • Engaged with the American Institute for Chartered Property Casualty Underwriters (CPCU) to improve policy development and client retention strategies.

Certifications

  • Claims Data Analytics Certification – Beacon Labs
  • ISO 27001 Risk Management Certification – category
  • Certified Actuarial Analyst (CAA) - Cedar Works
  • Associate in General Insurance (AINS) - Cedar Works
  • Professional Risk Manager (PRM) - PRMIA
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant (CPA)
  • Certified Insurance Service Representative (CISR) – Northwind
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Associate in Risk Management for Public Entities (ARM-P) – Lakeside Partners

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