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Skills

  • Account management
  • Client education seminars
  • Risk mitigation strategies
  • Budgets
  • Claims reporting systems
  • Health insurance
  • Regulatory compliance
  • Data entry
  • Claims Dispute Resolution
  • Team building

Work Experiences

  • Presented financial well-being education to groups of over 6 people to cultivate new business and increase customer financial knowledge.
  • Advised 16 clients per week on insurance policies.
  • Created personalized insurance portfolios for clients.
  • Achieved industry recognition with Excellence Award.
  • Analyzed customer financial statements.
  • Contributed to a 56% growth in quarterly sales revenues.
  • Adjusted marketing strategies.
  • Completed 2 applications per two years in order to provide clients with immediate insurance coverage.
  • Collaborated with the underwriting team.
  • Decreased client terminations by 35%.

Summaries

  • Adept at identifying coverage needs.
  • Achieved a 28% client satisfaction rating.
  • Advised individuals with assets over $2 on insurance portfolio strategies.
  • Achieved client satisfaction.
  • Client-focused professional capable of enhancing annual referrals by 67% through targeted policy upgrades and strategic driver recommendations. Strong belief in consistently delivering personalized insurance guidance.
  • Proven track record of time management and customer service excellence.
  • Achieved 26% improvements in underinsured client rates.
  • Customer persuasion skills are strong in this team player.
  • In-depth understanding of insurance policy forms, procedures, and rating systems.
  • Accomplished Insurance Counselor with a proven track record of reducing processing time by 75% through collaboration with underwriting teams. Skilled in policy approval process streamlining and time-sensitive claim resolutions.

Accomplishments

  • Implemented customer relationship management strategies, improving client satisfaction scores by 83% over a one year.
  • Maintained a 37% client retention rate while managing upwards of $14 in annual premiums.
  • Resolved product issue through consumer testing.
  • Developed and implemented referral enhancement programs, leading to a 74% increase in new client acquisition.
  • Utilized Microsoft Excel to efficiently manage policy renewals for 3 clients, reducing administrative errors by 34% %.
  • Led audit readiness preparations, reducing potential non-compliance fines by $10 during a process review.
  • Negotiated and secured favorable rider provisions for key clients, reducing adverse policy actions by 52%.
  • Performed risk assessments for prospective clients, resulting in a 67% improvement in underwriting accuracy.
  • Analyzed client portfolios to identify under-insured areas, achieving 16% growth in cross-sales within ServiceNow.
  • Collaborated with team of 3 in the development of procedure.

Affiliations

  • Freemason
  • Institution of Risk Management (IRM)
  • National Association of Mutual Insurance Companies (NAMIC)
  • Independent Insurance Agents & Brokers of America (Big 'I')
  • Association of Information Technology Professionals
  • National Alliance for Insurance Education & Research
  • Association of Insurance Compliance Professionals (AICP)
  • Rotary International
  • Insurance Accounting & Systems Association (IASA)
  • National Association of Professional Insurance Agents (NAPIA)

Certifications

  • First Aid/CPR Certified
  • Associate in Claims (AIC)
  • Certified Risk Manager (CRM)
  • CompTIA Network+
  • Certified Insurance Counselor (CIC)
  • Microsoft Certified Systems Engineer (MCSE)
  • Chartered Life Underwriter (CLU)
  • General Lines Insurance License
  • Long-Term Care Insurance Certification
  • SHRM Certified Professional (SHRM-CP)

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