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Skills

  • Quotes and sales
  • Corporate Client Policy Management
  • Supervision
  • E&O Risk Management
  • Inbound and Outbound Sales
  • Budgets
  • Data-driven market research
  • Vision and dental insurance
  • Health insurance
  • Customer Retention Strategy

Work Experiences

  • Collaborated with the marketing team.
  • Collaborated with cross-functional teams to launch new Power BI offering, increasing monthly premium revenue by $14.
  • Accomplished this in 2024.
  • Presented financial well-being education to groups of over 8 people to cultivate new business and increase customer financial knowledge.
  • Transported Microsoft Excel to 6 months customer locations.
  • Achieved an average increase of 34%.
  • Analyzed competitors’ policies.
  • Analyzed competitors’ policies to recommend more competitive pricing strategies to upper management, driving 22% revenue growth.
  • Built trusting relationships with underwriters and claims adjusters, improving risk negotiation terms across multiple clients.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Within Miscellaneous, senior Licensed Producer and outstanding performer in performance reporting and project management.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Adept Licensed Producer with a customer-first philosophy.
  • Achieved consistent growth in the SAP insurance market.
  • Adept Licensed Producer with a customer-first philosophy and in-depth knowledge of insurance markets, surpassing quarterly sales targets by an average of 31%.
  • Adept at balancing regulatory compliance and customer service.
  • Conducted in-depth needs assessments.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Boosted 25% retention in competitive markets.
  • Builds internal capacity through onboarding programs.

Accomplishments

  • Conducted large-scale client needs assessments, identifying growth opportunities that led to 63% premium increase.
  • Collaborated with underwriting teams to restructure procedure policies, reducing claim exposure by 19%.
  • Increased policyholder engagement by 40%, through innovative client communication strategies and digital touchpoints.
  • Reduced client acquisition costs by 58% through targeted outbound marketing campaigns and lead management.
  • Achieved Six Sigma, enabling compliance with all federal and state regulations related to insurance underwriting.
  • Performed in-depth client needs analysis, identifying coverage gaps that led to a 53% premium increase through upsell opportunities.
  • Presided over 8 portfolio reviews annually, leading to a 16% retention rate through personalized renewal strategies.
  • Led data-driven market research initiatives, identifying new customer demographics and contributing to a 66% growth in new policies.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.

Affiliations

  • Toastmasters
  • Community Involvement with Portland Chamber of Commerce
  • Certified Insurance Counselor (CIC) Designation, 2023
  • Association for Computing Machinery
  • Team Lead for Digital Transformation in Insurance Services, 2018
  • American Society of Safety Professionals
  • Project Management Institute
  • International Association of Administrative Professionals
  • Member of the National Risk Management Society (RIMS)
  • American Medical Informatics Association

Certifications

  • Professional in Human Resources (PHR) - initiative
  • Certified Professional Insurance Agent (CPIA) – American Insurance Marketing and Sales Society
  • Associate in Personal Insurance (API) - category
  • Certified Insurance Service Representative (CISR) – framework
  • Employee Benefits Specialist (EBS) Designation – International Foundation of Employee Benefit Plans
  • Marketing Strategy for Insurance Professionals Certification – Cedar Works
  • CompTIA Network+
  • Project Management Professional (PMP)
  • Certified Financial Planner (CFP) - CFP Board
  • Accredited Customer Service Representative (ACSR) – The Institutes

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