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Skills

  • Food preparation
  • Supervision
  • Conducting investigations
  • Fraud detection and prevention
  • Product testing
  • System equipment
  • Clerical support
  • Project organization
  • Public speaking
  • Data entry

Work Experiences

  • Answered 15 calls per several months to help customers with their questions and concerns.
  • Answered an average of 18 calls, emails, and faxes per day, responding to customer inquiries, resolving problems, and informing customers about new products.
  • Achieved a 55% lift in acquisition conversion rates.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Created multi-threaded admin web applications based on category.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Implemented marketing strategies that resulted in a 12% increase in the number of customers.
  • Achieved a $9 revenue increase.
  • Achieved this within the first one year.
  • Achieved 74% increase in recurring premiums.

Summaries

  • Boosted overall client satisfaction.
  • Achieved a 46% increase in customer renewals.
  • Collaborative Insurance Manager focused on client acquisition and retention, having driven an additional $8 in annual premium growth through effective broker partnerships and onboarding strategies.
  • Design and development of successful system embedded software applications in the past.
  • Boosted department efficiency by 21%.
  • Avoided costly penalties.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved a reduction in average processing time by 21%.
  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.

Accomplishments

  • Managed country-wide client portfolios with a focus on commercial insurance, enhancing overall client satisfaction and generating a $2 increase in renewals.
  • Enforced ethical sales policies and compliance standards, reducing complaints from 7 annually to nearly zero, significantly enhancing brand reputation.
  • Developed a streamlined client onboarding process, reducing the lead-to-policy conversion time by 13%.
  • Established partnerships with third-party vendors to create tailored policy solutions, increasing customer acquisition in niche markets by 38%.
  • Drove the successful integration of Tableau into claims reporting, reducing paper-based documentation and increasing processing speed by 16%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Improved claims handling efficiency by integrating Power BI into the workflow, cutting processing times by 9 hours per claim.
  • Led a department initiative to enhance client needs assessments, improving customer satisfaction scores by 33%.
  • Worked closely with external auditors to ensure company adherence to evolving regulatory frameworks, achieving zero compliance fines in 2020.
  • Monitored competitor pricing strategies and adjusted internal pricing models, boosting company sales by 49% in a saturated market.

Affiliations

  • Freemason
  • Certified through the Chartered Insurance Institute (CII), a professional body dedicated to raising knowledge standards in underwriting and claims management.
  • Member of the American Bar Association's Tort Trial & Insurance Practice Section (TIPS), fostering legal expertise in negotiating high-value settlements.
  • Association for Supply Chain Management (APICS)
  • Affiliate of the International Association of Claim Professionals (IACP), with emphasis on streamlining high-profile dispute settlements.
  • Volunteer Mentor, National Association of Insurance Women (NAIW), guiding new insurance professionals in customer retention and needs assessment.
  • Active contributor to the Underwriting Training and Development Program (UTDP), specializing in team leadership for improved underwriting outcomes.
  • Participant in local framework Chamber of Commerce, promoting client relations strategies in the insurance industry.
  • Participant in the Professional Liability Underwriting Society (PLUS), focused on improving cross-selling opportunities and tailored coverage solutions.
  • Member of the Independent Insurance Agents & Brokers of America (IIABA), receiving recognition for driving premium growth by 34%.

Certifications

  • Project Management Professional (PMP)
  • Fellow, Academy of Life Underwriting (FALU) – ALU
  • Executive Program in Insurance & Risk Management (EPIRM) – process
  • Associate in Claims (AIC) - The Institutes
  • Broking Practice Certificate (BIBA) – British Insurance Brokers' Association
  • Certified Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA A+ Technician
  • Chartered Financial Consultant (ChFC) – The American College of Financial Services
  • Certified Claims Professional (CCP) - International Claim Association

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