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Skills

  • Framework equipment
  • Cross-departmental collaboration
  • Customer Feedback Integration into Product Design
  • Complex claims analysis and resolution
  • Problem resolution
  • Communications
  • Digital systems adoption for policy management
  • Regulatory compliance
  • Data-driven decision making
  • MS Office

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Collaborated with legal teams.
  • Conducted targeted investigations.
  • Achieved flawless compliance in annual audits.
  • Kept patient finances, records, and health statuses confidential.
  • Collaborated with Scrum Master certified claims adjusters.
  • Presented customers with insurance options in order to close new policy sales.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Collaborated with customer success to design new insurance products.
  • Consistently exceeded annual sales targets, achieving $14 in new premium revenue by offering tailored solutions for process clients.

Summaries

  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Achieved 50% reduction in loss ratios for Workday policies.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Adept at managing complex underwriting decisions.
  • Accomplished Insurance Officer recognized for exceeding sales targets and achieving 41% premium growth year-over-year. Adept at using data-driven approaches to improve underwriting guidelines and loss ratios by 49%.
  • Adept at managing client relationships.
  • Within Miscellaneous, senior Insurance Officer and outstanding performer in performance reporting and workflow optimization.
  • Offering 9 years of experience as well as the willingness to take on any challenge.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Analytical Insurance Officer skilled in optimizing premium structures.

Accomplishments

  • Played a pivotal role in the introduction of a new fleet insurance program, which facilitated a 73% increase in premium sales revenue.
  • Initiated and carried out audits across 12 business units, identifying compliance gaps, which reduced legal liability by 62%.
  • Documented and resolved standard which led to framework.
  • Developed a comprehensive customer feedback loop reducing lapse rates in select product categories by 21%, resulting in higher renewal rates.
  • Proposed and implemented digital automation strategies, improving policy delivery time by 48% and enhancing customer satisfaction.
  • Collaborated with the finance team to conduct variance analyses on key sales metrics, improving budget forecast accuracy by 84%.
  • Collaborated with the underwriting department to restructure policy terms, leading to an increased quote acceptance rate by 44%.
  • Successfully executed policy restructuring initiatives that led to a 41% improvement in coverage adequacy across a portfolio of ServiceNow policies.
  • Developed comprehensive risk assessments for clients, resulting in the identification of overlooked liabilities and reducing future claims by 19%.
  • Secured 9-year exclusive insurance program deal with a Fortune 500 company, generating revenue growth by initiative 5.

Affiliations

  • National Association of Insurance Commissioners (NAIC)
  • International Council of Nurses
  • Professional Insurance Agents (PIA)
  • Certification with Certified Risk Managers International (CRM)
  • Project Management Institute
  • Freemason
  • American Society of Safety Professionals
  • Member of the Risk & Insurance Management Society (RIMS)
  • Society of Financial Service Professionals (FSP)
  • Insurance and Financial Services Regulatory Association (IFSA)

Certifications

  • Accredited Adviser in Insurance (AAI)
  • Insurance Compliance Certification Chicago
  • Insurance Regulatory Compliance Certification Northwind
  • Associate in General Insurance (AINS)
  • Introductory Compliance Risk Management Certificate Salesforce
  • Cisco Certified Network Associate (CCNA)
  • Professional Risk Manager (PRM)
  • Fellow, Life Management Institute (FLMI)
  • Commercial Insurance Professional (CPIB)
  • Associate in Insurance Services (AIS)

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