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Skills

  • Client Retention Strategies
  • Account management
  • Claims payout coordination
  • Budgets
  • Client education on policy options
  • Insurance policy customization
  • Customer service
  • Business Planning
  • Category equipment
  • Customer Relationship Management (CRM)

Work Experiences

  • Collaborated with initiative customers to determine their needs and deliver process service.
  • Completed PMP, allowing for the offering of advanced financial products which boosted sales within key demographics by 40%.
  • Had an excellent attendance record and was always on time for work.
  • Answered 8 calls per 6 months to help customers with their questions and concerns.
  • Contributed to a 17% reduction in lapse rates.
  • Conducted regular follow-ups and policy audits.
  • Accounted for clients' short and long-term needs.
  • Conducted in-depth policy reviews resulting in 46% more clients converting from term to whole life insurance options.
  • Achieved 67% closure rate on premium policies.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Achieved a 58% increase in cash-value accumulation.
  • Addressed personal needs of clients.
  • Method Insurance Agent with superior performance reporting and project management abilities.
  • Proven track record of time management and customer service excellence.
  • Boosted sales in key markets by 79%.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Achieved Top Performer.

Accomplishments

  • Created a needs analysis system that helped streamline policy matching for new clients, decreasing onboarding times by 17 days.
  • Conducted 2 workshops on estate planning and its integration with life insurance, leading to a 41% client growth.
  • Managed portfolio for 6 HNW clients, designing tailored policies that increased lifetime protection for over system assets.
  • Led cross-functional collaboration with investment and tax advisors to develop holistic financial plans for clients, enhancing overall value propositions.
  • Expanded young-professional client base by 71% via targeted, digital-first initiatives and webinars.
  • Achieved Innovation Award for exceeding sales quotas by 22%, positioning as top advisor in 2021.
  • Received Lean in advanced life insurance products, improving overall consultation quality and revenue per client.
  • Increased online engagement by launching a social media-driven education campaign on life insurance, resulting in 72% more appointments.
  • Successfully mitigated compliance risks by implementing regular policy audits and ensuring all actions adhered to metric standards.
  • Provided expert counsel on long-term care insurance options, helping to add an additional 74% in generated premiums.

Affiliations

  • Freemason
  • Life Insurance Settlement Association (LISA)
  • Member of Toastmasters International for Communication Skills Development
  • Chartered Life Underwriter (CLU) Designation
  • GAMA International for Insurance Agency Leaders
  • Toastmasters
  • Financial Planning Association (FPA)
  • Junior Achievement Leadership Council for Financial Literacy
  • International Claim Association (ICA)
  • National Association of Health Underwriters (NAHU)

Certifications

  • CompTIA A+ Technician
  • Associate in Risk Management (ARM)
  • Financial Services Certified Professional (FSCP)
  • Salesforce
  • Certified Public Accountant (CPA)
  • Cisco Certified Network Associate (CCNA)
  • CompTIA Network+
  • Chartered Property Casualty Underwriter (CPCU)
  • Certified Financial Planner (CFP)
  • Apple Certified Associate (ACA)

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