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Skills

  • Client needs analysis
  • Policy renewals
  • Comprehensive policy reviews
  • Problem resolution
  • Insurance claims support
  • Customer service
  • Team building
  • Risk mitigation
  • Process improvement
  • Underwriting and adjustments

Work Experiences

  • Achieved growth over a period of several months.
  • Transported SAP to 6 months customer locations.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Contributed to a 17% reduction in lapse rates.
  • Completed PMP, allowing for the offering of advanced financial products which boosted sales within key demographics by 40%.
  • Oversaw the delivery of program project by initiative team, which resulted in method.
  • Had an excellent attendance record and was always on time for work.
  • Presented financial well-being education to groups of over 10 people to cultivate new business and increase customer financial knowledge.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 8% increase in sales.
  • Adhered to compliance standards.

Summaries

  • Customized life insurance plans for small business owners.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Costs were consistently reduced while profits were increased.
  • Collaborated with 4 analysts.
  • Accomplished Life Insurance Specialist with a track record of improving customer retention by 80% through proactive client education on life insurance options.
  • Certified OSHA Life Insurance Advisor.
  • Accomplished Life Insurance Specialist.
  • Life Insurance Advisor is a multi-talented Life Insurance Advisor who is consistently rewarded for planning and operational improvements.
  • Collaborated with estate planning professionals.
  • Conducted custom-tailored assessments of client needs.

Accomplishments

  • Expanded young-professional client base by 71% via targeted, digital-first initiatives and webinars.
  • Conducted 2 workshops on estate planning and its integration with life insurance, leading to a 41% client growth.
  • Led educational seminars on life insurance options, resulting in a 44% increase in client retention and awareness within 2016.
  • Managed portfolio for 6 HNW clients, designing tailored policies that increased lifetime protection for over system assets.
  • Successfully grew client accounts by 27% through CRM system enhancements and targeted follow-ups using QuickBooks.
  • Collaborated with underwriting teams to craft custom policies for HNW clients, improving approval rates by 27%.
  • Assisted over 18 clients with complex policy claims and ensured timely resolution within process.
  • Implemented cross-selling strategies with complementary products, growing revenue by 79% in Portland market.
  • Recovered metric in outstanding claims by identifying inefficiencies in internal processes and ensuring proper documentation.
  • Revamped advisor training programs on high-net-worth insurance planning, helping to increase team closure rates by 50%.

Affiliations

  • National Association of Professional Agents (NAPA)
  • Association for Insurance Compliance Professionals (AICP)
  • Regulatory Compliance Association (RCA)
  • Risk and Insurance Management Society (RIMS)
  • Freemason
  • Society of Human Resource Management
  • International Association of Administrative Professionals
  • Life Underwriter Training Council Fellow (LUTCF) Program
  • American Society of Safety Professionals
  • Certified Financial Planner Board of Standards (CFP Board)

Certifications

  • Certified Insurance Counselor (CIC)
  • Accredited Insurance Advisor (AIA)
  • Chartered Property Casualty Underwriter (CPCU)
  • Certified Public Accountant (CPA)
  • Registered Health Underwriter (RHU)
  • Insurance Salestraining Certification, Cedar Works
  • Google Certified Professional Cloud Architect
  • Cisco Certified Network Associate (CCNA)
  • Salesforce
  • Associate in Risk Management (ARM)

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