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Skills

  • Customer satisfaction improvement
  • Industry-specific insurance coverage
  • Product knowledge
  • Customer Feedback Integration
  • Risk mitigation
  • Account management
  • Customized insurance solutions
  • Lead Generation via Social Media
  • Customer communication skills
  • Cold call conversions

Work Experiences

  • Achieved 18% compliance.
  • Advised clients on life insurance plans.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Collaborated with cross-functional teams.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Collaborated with the underwriting team.
  • Built a book of business through networking.
  • Achieved 70% growth in insurance sales.
  • Qualified individuals interested in purchasing insurance coverage by making approximately 15 outbound and inbound sales calls per week.
  • Achieved a 11% claims satisfaction score.

Summaries

  • Consistently achieved top 7% ranking within the district.
  • Costs were consistently reduced while profits were increased.
  • Method Insurance Agent with superior data analysis and strategic planning abilities.
  • Collaborative Insurance Professional experienced in cross-functional team engagements, working alongside underwriters to streamline approvals and reduce processing time by 50%.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Power BI and SAP are two of my strongest skills.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Licensed Insurance Sales Professional with 17 years of successful vendor management and quality assurance experience.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Developed long-lasting customer relationships by offering personalized care and regular policy reviews, leading to a 77% increase in long-term policy renewals.
  • Enhanced client trust and retention by resolving complex billing issues, ensuring accurate invoicing and payment processes with under 4 errors per quarter.
  • Achieved a 16% conversion rate on leads by using CRM software to track, manage, and prioritize follow-ups, improving client acquisition.
  • Designed and delivered targeted sales presentations that resulted in a 71% uptake in new insurance policies.
  • Assisted clients in navigating complex health insurance packages, increasing policy sales in the health product segment by 80%.
  • Served as the primary liaison between clients and insurance providers to streamline communications, reducing downtime in policy issuance by 3 days.
  • Generated a 33% increase in referrals by developing deep, trust-based relationships with policyholders and demonstrating expert knowledge of insurance products.
  • Collaborated with team of 8 in the development of process.
  • Delivered free, in-depth educational workshops on insurance products, increasing customer lifetime value by 58% through policy renewals and upgrades.

Affiliations

  • International Association of Administrative Professionals
  • Association for Computing Machinery
  • Accredited Advisor in Insurance (AAI), verified by The Institutes 2016
  • Leadership role, The Professional Insurance Agents (PIA) Organization Columbus, framework
  • National Association of Social Workers
  • Volunteer, Insurance Industry Charitable Foundation (IICF) Fundraising Initiatives framework
  • Certified by The American College of Financial Services (CFS) in Life Insurance Planning
  • American Medical Informatics Association
  • Licensed Insurance Producer in Georgia - ITIL, 2021
  • Member, Society of Financial Service Professionals (SFSP)

Certifications

  • Certified Public Accountant (CPA)
  • Business Insurance Certified Professional (BICP) - system
  • Insurance Sales and Marketing Certification - metric
  • Certified Risk Manager (CRM) - Vantage
  • SHRM Certified Professional (SHRM-CP)
  • Google Certified Professional Cloud Architect
  • ServSafe
  • Certified Business Analysis Professional (CBAP)
  • Data-Driven Insurance Sales Certification - initiative
  • Certified Professional Insurance Agent (CPIA) – Vantage

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