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Skills

  • Communications
  • Customer follow-up
  • First Aid/CPR
  • MS Office
  • Security systems
  • Operational improvement
  • Claims processing and turnaround optimization
  • Sales pipeline management
  • Consultative selling approach
  • Inventory management

Work Experiences

  • Achieved Top Performer for highest sales in Chicago after successfully introducing SAP to Miscellaneous clients.
  • Advised over 16 small businesses on customizing insurance solutions, helping to insure assets valued at over $6.
  • Collaborated with internal product development teams to create customized solutions that drove a 44% increase in sales efficiency.
  • Achieved results within three years.
  • Advised over 9 small businesses.
  • Analyzed client financial situations and proposed customized insurance solutions, achieving a 43% increase in first-year renewals.
  • Exceeded the company's sales goals for new policies.
  • Conducted research and analysis on advantageous insurance and investment options before making recommendations to clients.
  • Achieved 58% improvement in agent performance.
  • Achieved results in 18 months.

Summaries

  • Accomplished team leader.
  • Process, procedure, and method are all available.
  • Detail-oriented Insurance Sales Agent eager to contribute to the procedure mission by utilizing a talent for client satisfaction and retention.
  • Insurance Sales Specialist with client relations and workflow optimization abilities.
  • Data analysis in metric settings and performance reporting in risk assessment settings.
  • Multilingual and fluent in Japanese and German, with a strong grasp of cultural differences.
  • Working with regulatory limits and program department standards to handle requests via email, letter, phone calls, or in person is second nature to me.
  • Ability to recognize program issues and integrate initiative solutions to achieve method.
  • Adding value to a Insurance Sales Specialist role by bringing 6 years of asset protection and policy adjustment experience.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.

Accomplishments

  • Developed a suite of marketing materials showcasing SAP benefits, which generated 45% more inbound leads.
  • Facilitated workshops on risk management for 12 local business owners, resulting in a 34% increase in business insurance sales.
  • Received a customer satisfaction rating of 75% due to proactive policy reviews and personalized insurance adjustments.
  • Conducted in-depth client surveys and integrated feedback into service improvements, resulting in a 33% boost in customer retention.
  • Automated policy renewal reminders, improving client follow-ups and reducing policy lapse rates by 43%.
  • Exceeded quarterly sales targets by 79% for three consecutive periods by introducing innovative insurance solutions.
  • Proactively contacted clients nearing renewal, which resulted in a 77% increase in policy renewals year over year.
  • Advised 6 businesses on commercial insurance products, resulting in policy coverage of over $7 in total insured assets.
  • Exceeded yearly quota by 21% after initiating partnerships with local realtors to market homeowners insurance.
  • Generated 13 new small business insurance clients by participating in local chamber of commerce networking meetings.

Affiliations

  • Licensed Insurance Agent, certified in Texas
  • Member of the Million Dollar Round Table (MDRT) for outstanding sales performance in 2017
  • Received certification in Sales Targets and Revenue Growth Management, accredited by Harbor & Co.
  • Member of the Local Chamber of Commerce, promoting ethical insurance practices
  • Active attendee of state-level Insurance Commissioner Forums, focused on regulatory changes impacting sales
  • Member of the American Council of Life Insurers (ACLI)
  • Alumni member of the Insurance Institute of America (IIA), specializing in procedure
  • Certified Insurance Sales Specialist with procedure
  • Member of the National Association of Insurance and Financial Advisors (NAIFA)
  • Member of the Society of Financial Service Professionals

Certifications

  • Associate in General Insurance (AINS) by The Institutes
  • Cisco Certified Internetwork Expert (CCIE)
  • Associate in Claims (AIC) by The Institutes
  • American Academy of Financial Management (AAFM)
  • Certified Professional Salesperson (CPSP) by National Association of Sales Professionals (NASP)
  • Accredited Advisor in Insurance (AAI) by The Institutes
  • Marketing Financial Professional (MFP) Certification by LOMA
  • Microsoft Certified Systems Engineer (MCSE)
  • SAP Certified Application Associate
  • Certified Business Analysis Professional (CBAP)

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