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Skills

  • Business Planning
  • Documenting and processing claims
  • Property insurance
  • Auto insurance
  • Account management
  • Customer retention strategies
  • Cold Calling and Prospecting
  • APIs and reporting tools for insurance automation
  • Team building
  • Quote information

Work Experiences

  • Achieved policy renewal rate of 29% or higher annually.
  • Coordinated with legal teams and brokers.
  • Awarded Excellence Award for outstanding account management, securing over 4 new key accounts in 2023.
  • Contributed to portfolio growth of $5 annually.
  • Collaborated with legal and compliance departments.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Achieved this growth within 2016.
  • Spent a significant amount of time with each customer, verbally reviewing and explaining documents to ensure that they were understood.
  • Achieved a 42% boost in new customer acquisition.
  • Avoided penalties worth $3.

Summaries

  • Job-related software expertise, including HubSpot and Workday.
  • Achieved annual portfolio growth of $13.
  • Achieved 78% policy portfolio growth.
  • Persuasive Licensed Insurance Account Manager with experience assessing client needs, recommending coverage options, and tracking insurance claims.
  • Avoided penalties amounting to $17.
  • Dedicated to building long-term relationships with clients and providing the best insurance coverage options.
  • Strengths in client relations and project management backed up by Miscellaneous training.
  • Assisted clients in understanding complex insurance policies.
  • Clear understanding of quality assurance and performance reporting as well as team leadership training.
  • Detail-oriented Insurance Sales Agent looking to capitalize on 17 years of team development and client retention to help clients grow and be satisfied.

Accomplishments

  • Implemented strategies that identified and rectified potential coverage gaps, mitigating risk for both the client and the insurer.
  • Provided regular updates to senior executives through detailed quarterly reports, driving strategic improvements to customer service workflows.
  • Analyzed historical claims data to identify and curtail fraudulent activity, saving the company $13 annually.
  • Resolved product issue through consumer testing.
  • Identified upselling opportunities with existing clients, resulting in a 43% increase in cross-sales of additional coverage.
  • Trained and mentored junior account managers, improving team efficiency and reducing claim handling time by 64%.
  • Created and delivered client training on insurance policy features and benefits, contributing to 83% increase in product understanding.
  • Facilitated high-level presentations for prospective clients, closing contracts that exceeded annual sales goals by 35%.
  • Led onboarding for new clients, delivering product trainings that maintained 43% satisfaction rate after metric of account ownership.
  • Coordinated with claims adjusters, legal teams, and brokers to resolve disputed insurance positions, reducing process closure time by 77%.

Affiliations

  • Risk and Insurance Management Society (RIMS)
  • Society of Risk Management Consultants
  • National African-American Insurance Association (NAAIA)
  • National Alliance for Insurance Education & Research
  • Council of Insurance Agents & Brokers (CIAB)
  • Accredited Advisor in Insurance (AAI) Professional Member
  • National Association of Health Underwriters (NAHU)
  • National Association of Social Workers
  • Chartered Property Casualty Underwriters (CPCU) Society
  • National Ethics Association Member

Certifications

  • Insurance Agency Management, Certified through Beacon Labs
  • AHIP Medicare Training
  • Claims Adjuster License
  • Cisco Certified Network Associate (CCNA)
  • Ethics for the Insurance Professional Brightline
  • Associate in Risk Management (ARM)
  • Certified Sales Professional (CSP) for Insurance Sales
  • Cyber Risk Management Certification
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Internetwork Expert (CCIE)

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