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Skills

  • Client needs analysis
  • Business risk evaluation
  • Client relationship management
  • Customer satisfaction improvement
  • Risk management
  • Sales pipeline management
  • Loss analysis
  • Data entry
  • Negotiation skills
  • Commercial insurance sales

Work Experiences

  • Earned the title of top salesperson in the region by bringing in more than $7 in a single quarter.
  • Customized existing insurance programs to meet the needs of individual clients by analyzing specific requirements.
  • Conducted comprehensive reviews of home, auto, and liability coverage.
  • Aligned solutions with business risk assessments.
  • Boosted total revenue per client by $3 in 2015.
  • Checked policy applications for errors and communicated with underwriters to expedite the application process.
  • Analyzed clients' insurance coverage.
  • Achieved a 32% upsell in bundled policies.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Analyzed and advised clients on reducing underinsured risk through comprehensive reviews of their home, auto, and liability coverage, resulting in a 56% upsell in bundled policies.

Summaries

  • Achieved a year-over-year 57% improvement in qualified leads.
  • Licensed Insurance Sales Consultant with 5 years of experience, dedicated to providing personalized, courteous service.
  • Collaborated with partners to reduce processing wait-times by 7 days.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved a 75% customer approval rating.
  • Achieved a 30% increase in new sales.
  • Proven track record of time management and customer service excellence.
  • Category Insurance Agent with superior cross-functional collaboration and process improvement abilities.
  • Achieved a 15% rise in renewals.
  • Applied customer relationship management strategies.

Accomplishments

  • Developed a consultative sales approach that resulted in a 28% increase in cross-sell ratios, particularly with life and auto insurance bundles.
  • Enhanced customer onboarding experience by developing step-by-step educational guides, resulting in 19% reduction in cancellation rates during the first several months.
  • Initiated improvements to digital claims handling processes, reducing turnaround time for customers by 5 days and improving overall agency efficiency.
  • Oversaw the deployment of a new CRM platform that improved customer data tracking, resulting in a more effective follow-up process and a 15% higher renewal rate.
  • Achieved high client retention across 4 different product lines by focusing on personalized retention strategies and follow-up touchpoints.
  • Led implementation of Salesforce to streamline the policy underwriting process for business insurance, decreasing manual data entry errors by 38%.
  • Reduced policy lapse rates by 83% through proactive customer relationship management and timely follow-up communication.
  • Consistently exceeded individual sales quotas by 38% through consultative selling, cross-selling, and leveraging client relationships across multiple touchpoints.
  • Collaborated with team of 10 in the development of category.
  • Generated an additional $4 through strategic upselling and cross-selling efforts during policy renewal discussions with existing clients.

Affiliations

  • Life Insurance Selling Association (LISA)
  • Certified Commercial Lines Professional (CCLP)
  • Association for Computing Machinery
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Toastmasters
  • Rotary International
  • International Association of Health Underwriters (IAHU)
  • Association for Supply Chain Management (APICS)
  • Lions Club
  • National Association of Health Underwriters (NAHU)

Certifications

  • Chartered Life Underwriter (CLU)
  • Associate in Personal Insurance (API)
  • CompTIA Security+
  • Insurance Technology Professional (ITP)
  • ServSafe
  • Small Business Insurance Certification by Lakeside Partners
  • Certified Public Accountant
  • Certified Business Analysis Professional (CBAP)
  • Accident & Health Insurance License from initiative
  • Certified Risk Manager (CRM)

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