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Skills

  • Investment planning
  • Organization
  • Claims resolution and follow-up
  • Mutual funds
  • Standard equipment
  • Team management
  • Corporate insurance policies
  • Trend analysis expertise
  • Business development and acquisition
  • Business operations

Work Experiences

  • Collaborated with adjusters.
  • Handled administrative tasks such as policy renewals, record keeping, and insurance payment collection.
  • Collaborated with local partners.
  • Awarded Employee of the Year for achieving highest regional sales volume, generating over $15 in 2016.
  • Achieved a 23% increase in new signups for 2016.
  • Advised small business owners on insurance options.
  • Kept track of the status of all open insurance claims.
  • Customer satisfaction was impacted by policy changes and company conditions, which I reported.
  • Achieved a 36% drop in claim costs for clients.
  • Tracked insurance claims to assist policyholders in resolving claims, resulting in a 18% increase in customer satisfaction.

Summaries

  • Achieved highest regional sales volumes.
  • Ambitious Licensed Insurance Advisor skilled in developing data-driven sales strategies that resulted in a new business acquisition boost of 17% within 8 months.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Achieved a 29% reduction in client claim losses.
  • Licensed Insurance Advisor is a multi-talented Licensed Insurance Advisor who is consistently rewarded for planning and operational improvements.
  • Costs were consistently reduced while profits were increased.
  • Accomplished results over 8 years.
  • Achieved a client retention rate of 38% over 2022 period.
  • Within Miscellaneous, senior Licensed Insurance Advisor and outstanding performer in workflow optimization and stakeholder engagement.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.

Accomplishments

  • Effectively increased market share by 78% through strategic partnership and product realignment with key insurance carriers.
  • Resolved product issue through consumer testing.
  • Developed strong relationships with insurance carriers, resulting in 7 new product offerings available to customers at reduced rates.
  • Provided expert guidance on complex property and casualty claims, slashing overall litigation costs by $16.
  • Conducted comprehensive risk assessments for Brightline, optimizing premiums and reducing claim incidents by 15%.
  • Generated premium revenue growth of $6 by identifying and targeting underserved market segments.
  • Partnered with underwriting department to expedite policy approvals, reducing underwriting cycle time by 20%.
  • Improved customer acquisition strategies that resulted in a 55% increase in new client onboarding within several months.
  • Achieved 67% growth in revenue by identifying gaps in insurance coverage and offering enhanced policy options.
  • Mentored and developed a team of 3 junior advisors, increasing team premium sales by 73% within three years.

Affiliations

  • National Alliance for Insurance Education & Research
  • National Claims Professional Association (NCPA)
  • NAIC Associate Member - National Association of Insurance Commissioners
  • Insurance Brokers Association of Atlanta
  • National Underwriter Professional Development Programs
  • Risk Insurance Management Society - Continuing Education Member
  • Society of Actuaries Risk Management Fellowship (SOA)
  • Associate in General Insurance (AINS®) designation - method
  • Risk Management Society (RIMS)
  • Mortgage Bankers Association (MBA) - Insurance Specialization Section

Certifications

  • Certified Professional Insurance Agent (CPIA) – American Insurance Marketing & Sales Society
  • Health Insurance License - metric
  • Medicare Specialist Certification - program
  • Financial Services Certified Professional (FSCP) - metric
  • Licensed Insurance Producer - standard (e.g., Arizona, Austin)
  • Insurance Billing and Coding Certificate - category
  • Microsoft Certified Systems Engineer (MCSE)
  • Life Underwriter Training Council Fellow (LUTCF) - standard
  • First Aid/CPR Certified
  • Long-Term Care Insurance Specialist (LTCP) - process

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