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Skills

  • Compliance with framework standards
  • Operational improvement
  • Fraud detection and prevention
  • Lead Generation Tactics
  • Customer satisfaction improvement
  • Business operations
  • Relationship development
  • Customer service
  • Organization
  • Competitive pricing analysis

Work Experiences

  • Acted as a subject matter expert (SME) during training programs.
  • Completed training in system.
  • Worked with finance companies to find the best financing options for my clients.
  • Achieved a resolution rate of 54%.
  • Had an excellent attendance record and was always on time for work.
  • Acted as a subject matter expert (SME) during cross-departmental training programs, consistently achieving 5% improvement in policy knowledge retention.
  • Achieved 100% compliance during 2019's audit.
  • Boosted trust ratings by 31%.
  • Achieved 25% lead conversion increase.
  • Assisted clients in obtaining Power BI coverage.

Summaries

  • Achieved 84% growth in revenues.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Client-focused Licensed Representative.
  • Achieved an impressive 72% approval rate for high-stakes claims.
  • Licensed Representative is a successful Licensed Representative who is dedicated to assisting small businesses in achieving financial success.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Award-winning licensed professional.
  • Achieved a 22% increase in inbound inquiries.
  • Client relationship specialist with expertise in retention strategies.

Accomplishments

  • Updated and maintained compliance with metric, achieving 100% audit readiness for client records in 2018.
  • Led a sales initiative that increased premium revenue by 17% by utilizing data-driven insights from internal CRM tools.
  • Guided clients through policy adjustments post-industry regulation changes, achieving 15% retention during transition periods.
  • Managed escalated claims processing, reducing settlement timelines by 4 days while maintaining a 69% customer satisfaction rate.
  • Achieved certification in Six Sigma, positioning team to meet new compliance standards ahead of industry deadlines.
  • Collaborated with underwriters to tailor risk assessments that aligned with client needs, reducing underwriting time by 17 days.
  • Managed book of business worth 15, consistently exceeding sales and client retention targets by 61%.
  • Collaborated directly with corporate clients to tailor insurance products, resulting in 8 new corporate account wins over program.
  • Documented and resolved metric which led to procedure.
  • Implemented best practices for handling claims, which led to a 75% reduction in client disputes over coverage issues.

Affiliations

  • Insurance Regulatory Examiners Society (IRES)
  • National Association of Health Underwriters (NAHU)
  • Financial Planning Association (FPA)
  • International Council of Nurses
  • Jaycees
  • Certified Financial Planner (CFP) Board
  • Rotary International
  • Business Insurance Professional Women’s Network
  • American Medical Informatics Association
  • Association for Professional Insurance Women (APIW)

Certifications

  • Certified Financial Planner (CFP)
  • ServSafe
  • National Association of Public Insurance Adjusters (NAPIA)
  • Financial Industry Regulatory Authority (FINRA) Series 63 License
  • Certified Long-Term Care (CLTC)
  • Certified Public Accountant (CPA)
  • Retirement Income Certified Professional (RICP)
  • Microsoft Certified Systems Engineer (MCSE)
  • First Aid/CPR Certified
  • Risk Manager Certification Designation (RMCD)

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