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Skills

  • Customer Relationship Management (CRM) Software Proficiency
  • Case study presentations
  • Policy renewals
  • Business Planning
  • Loss control techniques
  • Risk management
  • Vision and dental insurance
  • Underwriting and adjustments
  • Agency Management System 360
  • Prospecting and cold calling

Work Experiences

  • Achieved a 82% retention rate over 2 years.
  • Built and maintained a portfolio of over 3 clients.
  • Sought new business by soliciting client referrals, making cold calls, and engaging in program business development strategies.
  • Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase the agency's aggregate sales figures.
  • Acquired and connected with new clients.
  • Collaborated with legal, risk management, and claims teams.
  • Assisted agents with the licensing and renewal processes for life, health, and property and casualty insurance.
  • Returned customer calls within 2 hours, resolving issues and answering questions quickly.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Achieved 56% sales growth in 2020.

Summaries

  • Outstanding results are the result of excellent communication skills and extensive product knowledge.
  • Accomplished in training and mentoring sales teams, enabling 3 junior agents to meet 24% of performance targets within 5 months.
  • Build and maintain confidential client relationships while offering comprehensive insurance products for commercial and personal needs.
  • Adept at restructuring sales strategies to drive Microsoft Excel policy penetration, increasing regional market share by 76% over 2018.
  • Achieved a 45% increase in high-value accounts.
  • Insurance Sales Executive with 18 years of experience in the insurance industry and proven sales force management results.
  • Insurance Sales Executive is a multi-talented Insurance Sales Executive who is consistently rewarded for planning and operational improvements.
  • Achieved a 25% increase in new business acquisition.
  • Achieved 80% of performance targets within 11 months.
  • Adept at monitoring client portfolios.

Accomplishments

  • Achieved Six Sigma, enhancing credibility and sales effectiveness in property and casualty insurance.
  • Initiated client outreach and follow-up programs to elevate life insurance sales, leading to a 85% increase in new premium revenues.
  • Led a team of account managers in promoting category, increasing cross-selling opportunities by 25%, and enhancing market penetration.
  • Collaborated with marketing teams to launch targeted campaigns for ServiceNow insurance, resulting in a 29% uplift in inbound inquiries.
  • Coordinated with actuarial teams to tailor insurance products, reducing customer churn by 77% in target markets.
  • Awarded Employee of the Year for outstanding sales performance, surpassing annual sales targets by 80% in 2020.
  • Analyzed competitor offerings, leveraging findings to reposition Adobe Creative Suite products and gain a competitive edge within the region.
  • Revised internal sales training programs to focus on product-specific knowledge and lead-conversion techniques, lifting team performance by 27%.
  • Accelerated the claims handling process by implementing automated systems, reducing processing time by 4 days and contributing to year-end operational efficiency targets.
  • Fostered partnerships with 3 brokerages and financial advisors, contributing to a 15% expansion of distribution channels in 2017.

Affiliations

  • Association of Accredited Insurance Brokers
  • Jaycees
  • Lions Club
  • Life Underwriters Training Council (LUTC) Fellow
  • Institute of Risk Management (IRM)
  • Certified Financial Planner (CFP) Board
  • Society of Financial Service Professionals (SFSP)
  • Insurance Industry Charitable Foundation (IICF)
  • National Ethics Association (NEA)
  • National Association of Social Workers

Certifications

  • Associate in Claims (AIC) Certification
  • Associate in Risk Management (ARM) by method
  • Accredited Advisor in Insurance (AAI)
  • Health Insurance Associate (HIA) Certification
  • Public Speaking and Presentation Certification initiative
  • Salesforce
  • Certified Sales Professional (CSP) from category
  • Associate in General Insurance (AINS) issued by Ironclad Systems
  • Insurance Fraud Awareness Certification by Beacon Labs
  • Google Certified Professional Cloud Architect

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