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Skills

  • Client onboarding and retention
  • Property insurance
  • Client education through webinars
  • Conflict resolution in claims management
  • Client Retention Strategies
  • Conflict mediation and resolution
  • Risk assessment and mitigation
  • First Aid/CPR
  • Regulatory compliance
  • Project organization

Work Experiences

  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Collaborated with marketing teams to design educational content on life insurance, leading to 17 new inquiries during one year.
  • Achieved 21% accuracy.
  • Aligned solutions with short and long-term financial goals.
  • Boosted life insurance policy sales revenue by $14.
  • Achieved 16 policy conversions.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Addressed customer pain points.
  • Analyzed competitor product lines.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 11% increase in sales.

Summaries

  • Achieved results in a competitive market.
  • Aligned closely with performance reporting firms.
  • Added significant value to insurance sales efforts.
  • Ambitious and customer-centric Life Agent.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Certifies new agents.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Achieved 64% client retention rate over 2016 by managing 5 client accounts and resolving policy claim conflicts quickly and efficiently.
  • Acquired over $3 in new policy premiums.

Accomplishments

  • Created tailored selling strategies for multi-generational families, resulting in multi-policy purchases for 12 members.
  • Proactively maintained ongoing relationships with 17 key clients by providing annual policy reviews, ensuring up-to-date coverage for major life events.
  • Exceeded quarterly new sales targets by 74% by utilizing advanced customer needs analysis and risk assessment techniques.
  • Served as a trusted consultant for clients experiencing major life transitions, such as retirement or childbirth, ensuring their insurance portfolios were properly updated.
  • Boosted policyholder retention by 50% by streamlining insurance review meetings and adjusting coverage to match changing life circumstances.
  • Received Scrum Master to enhance compliance and risk management protocols, increasing industry-standard adherence and reducing claim disputes by 70%.
  • Trained a team of 6 agents on effective sales strategies, improving overall close rates by 57%.
  • Successfully closed $14 in new annualized premiums by executing targeted marketing and lead-generation campaigns.
  • Examined and validated risk factors across over 6 policy applications, ensuring accurate and compliant underwriting.
  • Collaborated closely with process improvement firms, enhancing the firm’s holistic financial service offerings and driving cross-functional sales growth.

Affiliations

  • Public Risk Management Association (PRIMA)
  • Freemason
  • Life Insurers Council (LIC)
  • American Board of Insurance Advisors
  • Society of Human Resource Management
  • Life Insurance Marketing and Research Association (LIMRA)
  • Association for Computing Machinery
  • National Underwriter Company
  • Chartered Life Underwriter (CLU) Advisory Council
  • Million Dollar Round Table (MDRT)

Certifications

  • CompTIA Network+
  • Chartered Advisor for Senior Living (CASL) - standard
  • Series 63 License - category
  • Chartered Life Underwriter (CLU) – Cedar Works
  • Google Certified Professional Cloud Architect
  • Certified Trust and Fiduciary Advisor (CTFA) - American Bankers Association
  • Life and Health Insurance License (State Department of Insurance)
  • Certified Business Analysis Professional (CBAP)
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association
  • Certified Compliance & Ethics Professional (CCEP) – method

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