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Skills

  • Client acquisition through targeted marketing
  • Asset protection
  • Risk mitigation
  • Health insurance
  • Data analysis to identify market opportunities
  • Marketing campaign design
  • Attention to detail in policy creation
  • Risk management
  • Insurance policy compliance
  • EPIC

Work Experiences

  • Achieved results within the past year.
  • Achieved a 77% reduction in premium adjustments.
  • Achieved zero compliance issues in 2017.
  • Achieved 28% in lead-to-conversion ratio by establishing lasting relationships with potential customers and effectively closing deals.
  • Qualified individuals interested in purchasing insurance coverage by making approximately 2 outbound and inbound sales calls per week.
  • Collaborated with underwriters.
  • Created structured follow-up processes, resulting in a 34% improvement in client engagement across all policy types.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Achieved a 78% improvement in appointment bookings.
  • Achieved a 34% error-free record for new policies.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Achieved results within two years.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Boosted annual revenue by $9.
  • Insurance Sales Associate with 10 years of experience, dedicated to providing personalized, courteous service.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Achieved 84% growth in client base.
  • Standard Insurance Agent with superior budget management and cross-functional collaboration abilities.
  • Conducted needs-based presentations.
  • Achieved a 64% improvement in policy renewals.

Accomplishments

  • Maintained up-to-date knowledge of regional compliance laws and ensured all processes adhered to federal and state requirements.
  • Collaborated with underwriters and claim processors to ensure seamless customer experience and adhere to insurance compliance standards.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Developed a consultative sales approach that increased the average policy premium by $3, driving overall portfolio profitability.
  • Trained and mentored a team of 18 new hires, leading them to exceed insurance sales projections by 70% within 18 months.
  • Consistently met or exceeded sales targets by 73% through effective use of cross-selling and upselling strategies with existing clients.
  • Successfully processed 5 claims per week while ensuring compliance with policy and regulatory standards, maintaining a 78% accuracy rate.
  • Improved customer service scores by 39% by proactively addressing claims and offering tailored solutions to policyholders.
  • Achieved 84% year-over-year growth in new policy acquisitions through targeted local marketing efforts and community engagement.

Affiliations

  • Association for Computing Machinery
  • Certified Insurance Service Representative (CISR) Credential
  • Association for Supply Chain Management (APICS)
  • Association for Financial Professionals (AFP)
  • National African-American Insurance Association (NAAIA)
  • Society of Actuaries (SOA)
  • Society of Underwriting Professionals
  • National Association of Professional Insurance Agents (NAPIA)
  • Toastmasters
  • American Medical Informatics Association

Certifications

  • Certified Public Accountant
  • ServSafe
  • Chartered Life Underwriter (CLU)
  • Google Certified Professional Cloud Architect
  • Project Management Professional (PMP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Associate in Risk Management (ARM)
  • Cisco Certified Internetwork Expert (CCIE)
  • Life Underwriter Training Council Fellow (LUTCF)
  • Apple Certified Associate (ACA)

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