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Skills

  • Regulatory compliance
  • Client policy reviews
  • Initiative equipment
  • Client Relationship Management (CRM)
  • Problem resolution
  • Client portfolio expansion
  • Budgets
  • Communications
  • Vision and dental insurance
  • Market trend analysis

Work Experiences

  • Assisted clients previously deemed uninsurable.
  • Achieved a 85% increase in policy upgrades.
  • Collaborated with system customers to determine their needs and deliver method service.
  • Solved program issues, improved operations, and provided excellent customer service.
  • Achieved 12 in Monthly Recurring Revenue (MRR).
  • Consulted with clients to evaluate health needs.
  • Adjusted sales strategies.
  • Attracted 84% more leads.
  • Oversaw the delivery of program project by framework team, which resulted in metric.
  • Advised small business owners in Seattle on group health insurance solutions, achieving 7 new corporate accounts in 2024.

Summaries

  • Adjusted strategies to achieve 52% over sales targets.
  • Acquired 10 new clients.
  • Achieved 84% growth in client referrals.
  • Achieved a higher rate of policy upgrades.
  • Added 10 clients in 13 months.
  • Achieved growth through strategic upselling.
  • Achieved a 58% improvement in client satisfaction.
  • Advised high-net-worth individuals on life policies.
  • Achieved a sales increase of 36%.
  • Life Health Agent is a multi-talented Life Health Agent who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Exceeded sales targets by 9%, contributing to overall annual revenue growth of $18.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Simplified complex insurance terms and coverage options for clients, increasing customer satisfaction scores by 70%.
  • Worked closely with underwriters to ensure accurate and compliant policies, resulting in 18% improved approval rates.
  • Led a team of 16 insurance agents, driving a collective policy sales growth of 38% in 12 months.
  • Assisted clients with policy claim settlements, ensuring a 34% approval rate on first submission.
  • Initiated direct email and phone campaigns that increased client retention by 77% over a 18-month period.
  • Achieved a 50% policy conversion rate through personalized client meetings, recommending tailored solutions.
  • Documented and resolved method which led to system.
  • Expanded client portfolio by targeting niche markets, acquiring 5 new clients in 9 months.

Affiliations

  • Member - Life Insurance Marketing Research Association (LIMRA)
  • National Association of Social Workers
  • Project Management Institute
  • Healthcare Financial Management Association (HFMA)
  • Society of Women Engineers
  • American Marketing Association
  • Society of Underwriting Professionals
  • Chartered Life Underwriter (CLU) - American College of Financial Services
  • Academy of Healthcare Revenue
  • National Association of Insurance Commissioners (NAIC)

Certifications

  • Chartered Financial Consultant (ChFC)
  • AHIP Certification (Medicare and Medicaid Compliance)
  • Life and Health Insurance License Texas
  • Chartered Insurance Agency Management (AIM)
  • Google Certified Professional Cloud Architect
  • Customer-Centered Selling Certification
  • Certified Income Specialist (CIS)
  • Ethics at Work Certification - Chartered Institute of Insurance (CII)
  • Apple Certified Associate (ACA)
  • Chartered Life Underwriter (CLU)

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