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Skills

  • Financial impact analysis
  • Policy renewals
  • Data entry
  • System equipment
  • Compliance Audit Reporting
  • Organization
  • Cross-functional team collaboration
  • Client relationship management (CRM) tools
  • Insurance Brokerage Relationship Management
  • Relationship development

Work Experiences

  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Analyzed competitors’ policies.
  • Achieved 31% above sales target for the year.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Achieved improvement over three years.
  • Capitalized on existing client base.
  • Built partnerships with key stakeholders.
  • Advised clients on regulatory changes.
  • Transported Microsoft Excel to 6 months customer locations.
  • Achieved an average increase of 34%.

Summaries

  • Licensed Producer is a multi-talented Licensed Producer who is consistently rewarded for planning and operational improvements.
  • Builds internal capacity through onboarding programs.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Within Miscellaneous, senior Licensed Producer and outstanding performer in performance reporting and project management.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished in claims escalations.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Proven track record of time management and customer service excellence.
  • Strengths in team leadership and budget management backed up by Miscellaneous training.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.

Accomplishments

  • Increased policyholder engagement by 40%, through innovative client communication strategies and digital touchpoints.
  • Improved customer satisfaction scores by 62% by implementing a new client feedback process for policy management.
  • Developed personalized insurance packages for corporate clients with policies worth over $13, resulting in significant revenue growth.
  • Collaborated with cross-functional teams to launch new Workday offering, increasing monthly premium revenue by $3.
  • Performed in-depth client needs analysis, identifying coverage gaps that led to a 53% premium increase through upsell opportunities.
  • Successfully reduced claims fraud risk by 65% through advanced risk assessment techniques and proactive case monitoring.
  • Reengineered account management workflows, cutting response times to client inquiries by 50% and increasing retention.
  • Acted as the primary point of contact for 8 key clients, fostering long-term relationships and maintaining 71% client retention rate.
  • Designed and delivered ongoing training programs to junior sales staff, helping the team achieve a 30% increase in close rates.
  • Led the successful rollout of a new CRM system, improving client data accuracy by 34% and saving system in admin work monthly.

Affiliations

  • Society of Women Engineers
  • Independent Insurance Agents and Brokers of America (IIABA)
  • Certified Financial Planner (CFP) Affiliated Member
  • Professional Insurance Agents (PIA) Association
  • American Medical Informatics Association
  • American Society of Safety Professionals
  • Society of Human Resource Management
  • Insurance Brokers Association of Georgia
  • APP Designation (Accredited Advisor in Insurance)
  • Member of the Chartered Property Casualty Underwriters Society (CPCU Society)

Certifications

  • Certified Commercial Insurance Customer (CCIC) – The National Alliance
  • Insurance Sales and Customer Service CE (Continuing Education) Training – Chicago
  • Cyber Risk Management Certification – Meridian
  • Certified Professional Insurance Agent (CPIA) – American Insurance Marketing and Sales Society
  • Health Insurance Associate (HIA) – America's Health Insurance Plans (AHIP)
  • Associate in Claims (AIC) - The Institutes
  • Capstone Insurance Specialty Certification in Cross-Selling Strategies – Meridian
  • Certified Insurance Marketing Specialist (CIMS) – The Institutes
  • Certified Risk Manager (CRM) - The National Alliance
  • CompTIA Security+

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