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Skills

  • EPIC
  • Underwriting and adjustments
  • Long-term client retention
  • Property insurance
  • Large account management
  • Product knowledge
  • Market research for insurance trends
  • Customer Needs Identification
  • Contract review and analysis
  • Cross-selling Strategies

Work Experiences

  • Looked at retention, loss ratio trends, and sales volume to see where I could improve.
  • Conducted targeted outreach efforts.
  • Based on post-interaction surveys.
  • Collaborated with underwriters.
  • Used a rate book, ServiceNow, and a calculator to quote and calculate premium rates for policies.
  • Created structured follow-up processes, resulting in a 34% improvement in client engagement across all policy types.
  • Achieved a 50% error-free record for renewal policies.
  • Created customized insurance packages.
  • Conducted needs-based sales presentations to over 9 prospective clients monthly, demonstrating advanced knowledge of Tableau policies.
  • Contributed to a 55% increase in team productivity.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Insurance Sales Agent with 15 years of experience customizing insurance programs, explaining features and benefits, and developing effective marketing strategies.
  • Within Miscellaneous, senior Insurance Sales Associate and outstanding performer in performance reporting and cross-functional collaboration.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Closed high-value policies worth over $16.
  • Proven track record of time management and customer service excellence.
  • Standard Insurance Agent with superior budget management and cross-functional collaboration abilities.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Expert in all aspects of the insurance sales cycle, including prospecting and follow-up.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Led an initiative to improve insurance policy renewals, resulting in a customer retention increase of 35% through data-driven feedback analysis.
  • Improved claims processing efficiency by 85% by introducing automation solutions and training for support staff.
  • Collaborated with underwriters and claim processors to ensure seamless customer experience and adhere to insurance compliance standards.
  • Maintained up-to-date knowledge of regional compliance laws and ensured all processes adhered to federal and state requirements.
  • Documented and resolved method which led to system.
  • Delivered an engaging insurance training course for clients, increasing awareness of policy benefits and upsell success by 40%
  • Negotiated and closed $14 in corporate insurance deals by identifying high-yield opportunities with multinational firms and tailoring solutions.
  • Collaborated with team of 6 in the development of standard.
  • Generated $12 in first-year revenue by closing high-value initiative insurance policies for small and medium enterprises.
  • Identified gaps in market coverage that led to the introduction of new insurance products, contributing 49% to overall revenue growth.

Affiliations

  • Risk and Insurance Management Society (RIMS)
  • Project Management Institute
  • Lions Club
  • Society of Financial Service Professionals (SFSP)
  • American Marketing Association
  • National Association of Health Underwriters (NAHU)
  • Toastmasters
  • American Institute for Chartered Property Casualty Underwriters (CPCU)
  • Insurance Information Institute (III)
  • Society of Human Resource Management

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Chartered Life Underwriter (CLU)
  • ServSafe
  • Senior Professional in Insurance Regulation (SPIR)
  • Associate in Risk Management (ARM)
  • Salesforce
  • Customer Relationship Management Certification – SAP
  • Chartered Property Casualty Underwriter (CPCU)
  • Associate in Claims (AIC)
  • Certified Public Accountant (CPA)

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