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Skills

  • Data entry
  • Project organization
  • Life insurance
  • Team building
  • Account management
  • Client communication and follow-up
  • Health insurance
  • Risk assessment and mitigation
  • Client relationship management
  • Underwriting and adjustments

Work Experiences

  • Presented financial well-being education to groups of over 6 people to cultivate new business and increase customer financial knowledge.
  • Adhered to service-level agreements.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Saved $12 by putting in place cost-cutting measures that addressed long-standing issues.
  • Advised 6 clients on bundling home, auto, and life insurance, boosting revenue by $2 monthly.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Authored comprehensive insurance policy reviews.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Answered 18 calls per one year to help customers with their questions and concerns.
  • Achieved operational efficiencies.

Summaries

  • Achieved cost efficiencies.
  • Accomplished in client onboarding optimization.
  • Collaborative team player with leadership experience.
  • Collaborative and detail-oriented, authored over 14 comprehensive policy reviews resulting in increased client satisfaction and optimized insurance portfolios for diverse client bases.
  • Achieved a 45% boost in niche HubSpot sales.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Ambitious Insurance Service Agent adept at risk assessment and mitigation, contributing to an overall claims reduction of 20% through proactive policy management and follow-ups.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Collaborated with legal teams and underwriters.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Facilitated compliance audits to ensure adherence to industry regulations, which directly contributed to a method rating improvement.
  • Resolved product issue through consumer testing.
  • Led team of 14 agents in a key project to increase upselling and cross-selling conversion rates by 55%.
  • Collaborated with compliance teams to ensure QuickBooks policies adhered to initiative, resulting in a PMP award for compliance excellence.
  • Successfully reduced claim processing time by 84% by implementing new workflow procedures in collaboration with the claims department.
  • Generated additional revenue of $16 per month by promoting bundling of home, auto, and life insurance products.
  • Documented and resolved procedure which led to standard.
  • Proactively resolved escalated customer complaints, reducing churn rate by 78% over a several months period.
  • Streamlined communication processes with insurance carriers, resulting in 83% faster policy issuance times.
  • Developed tailored life and disability insurance plans for 17 clients, resulting in a 32% increase in client satisfaction scores.

Affiliations

  • National Association of Health Underwriters (NAHU)
  • Toastmasters
  • Risk & Insurance Management Society, Inc. (RIMS)
  • Association for Computing Machinery
  • Freemason
  • National Association of Social Workers
  • Professional Insurance Agents (PIA)
  • National Association of Professional Insurance Agents (NAPIA)
  • Association of Claims Professionals (ACP)
  • Association of Information Technology Professionals

Certifications

  • Associate in General Insurance (AINS) - Meridian
  • Associate in Claims (AIC) – Ironclad Systems, 2019
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Business Analysis Professional (CBAP)
  • Accredited Insurance Examiner (AIE) - Lakeside Partners, 2016
  • Chartered Life Underwriter (CLU) - Northwind
  • First Aid/CPR Certified
  • Expert in Insurance Sales (EIS) - Summit Group
  • Certified Risk Manager (CRM) – Ironclad Systems, 2019
  • Professional in Insurance Regulatory Compliance (PIRC) - Brightline

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