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Skills

  • Financial planning and analysis
  • Risk assessment and mitigation
  • Prospecting and cold calling
  • Commercial insurance expertise
  • Networking and relationship building
  • Customer Relationship Management (CRM) Software Proficiency
  • Data entry
  • Salesforce proficiency
  • Business Development and Market Expansion
  • Account management

Work Experiences

  • Consistently achieved annual sales quotas.
  • Analyzed market trends and competitor activities, adjusting sales strategies to capture 12 new accounts during 2022.
  • Followed all legal requirements as well as agency and industry regulations in selling and servicing process and procedure insurance policies.
  • Addressed complex business insurance needs.
  • Found process and framework continuing education opportunities to assist agents with North Carolina system and standard insurance license renewal requirements.
  • Closed new business worth $4.
  • Returned customer calls within 2 hours, resolving issues and answering questions quickly.
  • Collaborated with cross-departmental teams to design and implement new client referral programs, contributing to a 20% improvement in lead conversion.
  • Contributed to $211,000 in projected sales.
  • Ran one year agency sales meetings to keep everyone up to date on agency news and to discuss agents' sales figures and new opportunities.

Summaries

  • Adept at restructuring sales strategies to drive Microsoft Excel policy penetration, increasing regional market share by 76% over 2018.
  • Achieved 47% reduction in claims over 2022.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved a 45% increase in high-value accounts.
  • Achieved 80% of performance targets within 11 months.
  • Outstanding results are the result of excellent communication skills and extensive product knowledge.
  • Costs were consistently reduced while profits were increased.
  • Strengths in budget management and team leadership backed up by Miscellaneous training.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Achieved sales targets in the first 8 months.

Accomplishments

  • Initiated client outreach and follow-up programs to elevate life insurance sales, leading to a 85% increase in new premium revenues.
  • Coordinated with actuarial teams to tailor insurance products, reducing customer churn by 77% in target markets.
  • Initiated an automated follow-up system for client renewals, improving renewal rates by 47% in 2016.
  • Collaborated with compliance and legal departments to ensure all policies were fully aligned with state and federal regulations, mitigating potential liabilities.
  • Implemented advanced customer relationship management software, resulting in a 44% improvement in lead conversion rates.
  • Analyzed competitor offerings, leveraging findings to reposition Adobe Creative Suite products and gain a competitive edge within the region.
  • Achieved Six Sigma, enhancing credibility and sales effectiveness in property and casualty insurance.
  • Guided clients through complex insurance claims, resulting in 55% faster resolution times and high customer satisfaction ratings.
  • Accelerated the claims handling process by implementing automated systems, reducing processing time by 4 days and contributing to year-end operational efficiency targets.
  • Advised 14 large corporate clients on loss prevention measures, significantly reducing overall claims by 43% in 2024.

Affiliations

  • Society of Human Resource Management
  • Lions Club
  • Jaycees
  • International Association of Administrative Professionals
  • American Risk and Insurance Association (ARIA)
  • Rotary International
  • International Council of Nurses
  • Association for Supply Chain Management (APICS)
  • National Alliance for Insurance Education & Research
  • American Medical Informatics Association

Certifications

  • Associate in Risk Management (ARM) by method
  • CompTIA Network+
  • Public Speaking and Presentation Certification initiative
  • SHRM Certified Professional (SHRM-CP)
  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)
  • FINRA Series 63 License
  • Certified Annuity Specialist (CAS) Designation
  • Certified Risk Manager (CRM) from Beacon Labs
  • Certified Insurance Sales Representative (CISR) from Beacon Labs

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