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Skills

  • Problem resolution
  • Superior customer service
  • Cost-saving negotiations with carriers
  • Team building
  • Auto insurance
  • Attention to client-specific insurance needs
  • Risk assessment and mitigation
  • Business Planning
  • Data entry
  • Client relationship management

Work Experiences

  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • 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.
  • Authored comprehensive insurance policy reviews.
  • Collaborated with underwriters.
  • Achieved industry-leading Net Promoter Scores (NPS) of 21%.
  • Looked for industry trends on social media and through online sources.
  • Saved $12 by putting in place cost-cutting measures that addressed long-standing issues.
  • Consistently maintained a client satisfaction score above 67% through careful attention to detail and personalized service.
  • Achieved results within the past year.

Summaries

  • Insurance Service Agent with 7 years of successful project management and data analysis experience.
  • Contributed a 20% increase in renewals.
  • Collaborated with legal teams and underwriters.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Collaborative team player with leadership experience.
  • Consistently recognized for delivering quality results.
  • Accomplished Insurance Service Agent recognized for negotiating policies that strike a balance between cost savings and comprehensive coverage for clients, saving $4 on average per policy.
  • 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.
  • Consistently maintained a 82% retention rate.
  • Achieved a 49% improvement in conversion rates.

Accomplishments

  • Enhanced policyholder retention by 17% through tailored renewal offerings and targeted upsell strategies.
  • Facilitated compliance audits to ensure adherence to industry regulations, which directly contributed to a method rating improvement.
  • Proactively resolved escalated customer complaints, reducing churn rate by 78% over a several months period.
  • Piloted advanced cross-sell techniques which helped increase combined insurance sales by 80%.
  • Executed revision of premium payment plans for 11 clients, increasing sign-up rate for autopay by 54% and reducing late payments.
  • Applied negotiation skills to secure average premium reductions of $10 per policy for 3 clients monthly.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reviewed and optimized 5 accounts, detecting inefficiencies and producing operational savings of $7 per year.
  • Led team of 14 agents in a key project to increase upselling and cross-selling conversion rates by 55%.
  • Utilized CRM software to manage a portfolio of 13 insurance clients, reducing client inquiry response times by 79%.

Affiliations

  • Project Management Institute
  • Jaycees
  • National Alliance for Insurance Education & Research
  • Freemason
  • Independent Insurance Agents & Brokers of America (IIABA)
  • International Claim Association (ICA)
  • Association for Computing Machinery
  • Chartered Property Casualty Underwriters (CPCU) Society
  • Customer Experience Professionals Association (CXPA)
  • Association for Supply Chain Management (APICS)

Certifications

  • First Aid/CPR Certified
  • Project Management Professional (PMP)
  • Certified Public Accountant (CPA)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA A+ Technician
  • ServSafe
  • Accredited Customer Service Representative (ACSR) - Ironclad Systems
  • Cyber Insurance Specialist (CIS) - Vantage
  • Certified Sales Professional (CSP) Cedar Works 2017
  • Licensed Insurance Agent in Property & Casualty - Colorado

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