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Skills

Data entry
Underwriting and adjustments
CRM systems (process)
Risk assessment and mitigation
Cold Calling and Prospecting
First Aid/CPR
Vision and dental insurance
Communications
Policy renewals
Claims reporting systems

Work Experiences

Coordinated with legal teams and brokers.
Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
Am extremely knowledgeable about the company's insurance products and services, allowing me to advise customers on the best options.
Collaborated with cross-functional teams to introduce a new insurance product, growing market penetration by 81% within 15 months.
Contributed to a 36% departmental efficiency improvement.
Analyzed competitive market data to stay ahead of industry trends, enabling recommendations that improved client satisfaction by 20%.
Achieved results by 2019.
Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 7% increase in sales.
Coordinated with carriers and third-party administrators.
Contributed to overall revenue growth of $2.

Summaries

Accountable Insurance Representative with strong client management and plan promotion skills.
Avoided penalties amounting to $17.
Client-focused and committed to tailoring insurance programs to meet the specific needs of each customer.
Accomplished in 2020.
Achieved consistent growth in client portfolios.
Accomplished at managing a wide range of insurance portfolios, leading agile responses to changes and delivering tailored client solutions that maintained 75% retention.
Bringing 17 years of experience customizing insurance plans, calculating premiums, and conducting financial resource interviews with potential clients.
Achieved a steady policy growth rate.
Proven track record of time management and customer service excellence.
Adaptable Insurance Account Manager.

Accomplishments

Effectively resolved customer inquiries ensuring compliance with all state insurance regulations and internal standards.
Identified upselling opportunities with existing clients, resulting in a 43% increase in cross-sales of additional coverage.
Documented and resolved procedure which led to process.
Optimized claims processing workflows, decreasing time to resolution by 22%, resulting in higher customer satisfaction.
Contributed to the successful completion of a high-risk account audit, highlighting operational strengths and identifying risk mitigation opportunities.
Spearheaded client outreach program that increased renewal rates by 64%, exceeding annual company targets.
Collaborated with team of 8 in the development of framework.
Developed customized insurance proposals that contributed to 61% increase in client retention within 2015.
Partnered with underwriting teams to revise client coverage as part of risk management, leading to 66% increase in policy renewals.
Orchestrated cross-functional collaboration with the underwriting department to streamline policy issuance for newly onboarded clients.

Affiliations

National Association of Health Underwriters (NAHU)
Society of Risk Management Consultants
Insurance Regulatory Examiners Society (IRES) Member
International Association of Administrative Professionals
National Association of Social Workers
Risk and Insurance Management Society (RIMS)
Chartered Property Casualty Underwriters (CPCU) Society
American Society of Safety Professionals
Professional Insurance Agents (PIA) of Arizona
Council of Insurance Agents & Brokers (CIAB)

Certifications

Accredited Advisor in Insurance (AAI)
Cyber Risk Management Certification
National Alliance for Insurance Education and Research Designations
Certified Public Accountant (CPA)
Certified Public Accountant
Salesforce
Chartered Property Casualty Underwriter (CPCU)
Insurance Agency Management, Certified through Beacon Labs
CompTIA A+ Technician
Associate in Risk Management (ARM)

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