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Skills

  • Customer-Centric Communication
  • CRM software utilization
  • Client follow-up optimization
  • Business Planning
  • Client needs analysis
  • Cold-calling techniques
  • Risk mitigation
  • Account management
  • Customer satisfaction improvement
  • Auto insurance

Work Experiences

  • Used persuasion sales techniques to recommend the type and amount of coverage based on an analysis of the customers' circumstances.
  • Analyzed existing client profiles.
  • Achieved Employee of the Year for surpassing a $16 annual sales goal through focusing on client relationships and trust-building.
  • Boosted average policy size by 54%.
  • Built trust with clients.
  • Achieved 73% growth in market share.
  • Achieved results within 11 months.
  • Analyzed existing client profiles to cross-sell life insurance policies, leading to a 43% increase in coverage purchases.
  • Advocated for clients during complex claims processes, recovering over $13 in approved settlements.
  • Returned customer calls within 13 hours, resolving issues and answering questions quickly.

Summaries

  • Accomplished mentor and team leader.
  • Achieved a 70% growth in market share.
  • Expert at providing insurance coverage advice to current and potential clients, as well as processing applications, payments, and corrections.
  • Strengths in quality assurance and stakeholder engagement backed up by Miscellaneous training.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Insurance Sales Agent with 12 years of experience customizing insurance programs, explaining features and benefits, and developing effective marketing strategies.
  • Tableau and HubSpot are two of my strongest skills.
  • Client-focused Insurance Salesman adept at establishing referral programs, leading to a 19% increase in inbound leads over 2017.
  • Achieved results within 2023.
  • Award-winning Insurance Salesman.

Accomplishments

  • Created custom insurance products based on client needs and risk profiles, generating $12 in new revenue in 2019.
  • Generated $6 in new premiums by identifying potential gaps in existing clients' coverage and offering customized policy revisions.
  • Consistently exceeded monthly sales quota by 46% by identifying new client segments and utilizing targeted sales strategies.
  • Automated policy documentation and data entry workflows, reducing administrative time by 26% and improving sales efficiency.
  • Revived dormant accounts by engaging long-lapsed clients with special promotions, bringing in $11 in renewed business.
  • Handled complex policy negotiations with corporate clients, resulting in $9 in new group insurance premiums.
  • Reduced average deal closing time by 12 days by developing efficient qualification and quoting procedures.
  • Presented tailored insurance solutions at Miscellaneous seminars, generating $10 in new business inquiries from attendees.
  • Developed a training program that improved team-wide insurance needs assessment skills by 44%, leading to more client-focused sales.
  • Collaborated with claims team to expedite high-value cases, leading to a 66% faster resolution time for premium clients.

Affiliations

  • National Association of Social Workers
  • National Insurance Brokers Association (NIBA)
  • Society of Women Engineers
  • National Association of Health Underwriters (NAHU)
  • American Association of Insurance Services (AAIS)
  • Jaycees
  • Project Management Institute
  • Property Casualty Insurers Association of America (PCI)
  • American Risk and Insurance Association (ARIA)
  • International Council of Nurses

Certifications

  • Associate in Risk Management (ARM)
  • Certified Risk Manager (CRM)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • AML Anti-Money Laundering Certification for Insurance Agents
  • Salesforce
  • Series 63 License – FINRA 2020
  • Certified Business Risk Manager (CBRM)
  • Accredited Customer Service Representative (ACSR)

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