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Skills

  • CRM database management
  • Policy management expertise
  • Policy adjustment knowledge
  • Team training and development
  • Team building
  • MS Office
  • Claims Documentation and Submission
  • Insurance billing
  • Advanced presentation skills
  • CCTV

Work Experiences

  • Attended system.
  • Conducted comparative market analysis.
  • Achieved 61% of individual quota for 2017.
  • Aligned client expectations.
  • Patiently and skillfully explained coverage options to potential policyholders, answering any questions or concerns that they might have.
  • Achieved 70% customer retention improvement.
  • Closed deals with 31% success rate.
  • Achieved President's Club for top performance.
  • Adhered to company protocols.
  • Achieved results within 8 months.

Summaries

  • Capable of recognizing and resolving issues while promoting new products and meeting sales targets.
  • Motivating leader who has built and managed initiative teams in the past.
  • Life Insurance Sales Representative with project management and data analysis abilities.
  • Working with regulatory limits and system department standards to handle requests via email, letter, phone calls, or in person is second nature to me.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Looking for a new job with a company in the Miscellaneous sector.
  • Service-oriented and quality-focused, with 11 years of Miscellaneous experience and a track record of success.
  • Life Insurance Sales Representative and team leader with 9 years of experience in category settings.
  • Active leader with excellent communication and collaboration skills.
  • Process improvement Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.

Accomplishments

  • Provided personalized insurance solutions that consistently maintained a 72% policy renewal rate across a portfolio of 17 clients.
  • Exceeded quarterly life insurance sales targets by 69% through a focus on client relationship management and personalized policy solutions.
  • Consulted with legal and financial professionals to devise 16 comprehensive estate planning solutions involving high-value life insurance policies.
  • Developed digital lead generation strategy utilizing QuickBooks, resulting in a 77% increase in qualified life insurance leads within the past year.
  • Trained 5 junior sales representatives on life insurance products, resulting in a team-wide sales increase of 37% in 2018.
  • Received industry recognition for implementing a digital onboarding process that improved client satisfaction by 40% and resulted in 12 new policies.
  • Collaborated with marketing and digital teams to enhance SEO visibility, increasing organic insurance lead generation by 33%.
  • Strengthened relationships with 11 broker partners, contributing to a referral growth of 21% for life insurance policies.
  • Assessed client portfolios regularly and uncovered coverage gaps, resulting in an additional revenue of 14 from upgraded policies.
  • Coordinated a 3-person team for a community outreach event, leading to 11 new qualified life insurance prospects within 18 months.

Affiliations

  • Society of Actuaries (SOA), Collaborative life insurance network member since 2015
  • National Society of Certified Healthcare Business Consultants (NSCHBC), Health & Life Insurance Component attendee since 2021
  • National Association of Independent Life Brokerage Agencies (NAILBA), Enthusiast in life brokerage solutions since 2020
  • Professional Insurance Agents (PIA), Membership maintained beyond 11 years for ongoing professional development
  • Licensed Insurance Agent, State of Seattle, License renewed every 2021 by State-approved compliance
  • Certified Insurance Service Representative (CISR), Credential obtained in 2021
  • National Association of Insurance and Financial Advisors (NAIFA), Member since 2024
  • National Association of Professional Agents (NAPA), Joined in 2024 with consistent involvement in annual summits
  • Million Dollar Round Table (MDRT), Member from method
  • Women in Insurance and Financial Services (WIFS), Participant in monthly leadership and development training programs since 2020

Certifications

  • Google Certified Professional Cloud Architect
  • Insurance Regulatory Compliance Certification Lakeside Partners
  • Certified in Long-Term Care (CLTC)
  • Association for Project Management (APM)
  • Certified Senior Advisor (CSA)
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • Apple Certified Associate (ACA)
  • SHRM Certified Professional (SHRM-CP)
  • CompTIA Security+
  • Insurance Billing and Coding Certification Course – standard

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