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Skills

  • Problem resolution
  • MS Office
  • Conflict resolution and de-escalation
  • Competitive positioning enhancement
  • Customer relationship management
  • Client referral program design and execution
  • Client onboarding and needs analysis
  • Client retention strategy development
  • Health insurance
  • Collaboration with financial planners and brokers

Work Experiences

  • Boosted departmental sales by 65%.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 18% increase in sales.
  • Collaborated with process customers to determine their needs and deliver initiative service.
  • Achieved 42% renewal rate over the past year.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved a 58% boost in quote requests.
  • Achieved Six Sigma.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Collaborated with underwriters.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.

Summaries

  • Achieved consistent cross-line policy adoption increases of 44% year-over-year.
  • Achieved a 74% reduction in policy lapse rates.
  • Achieved a 83% renewal rate over three years.
  • 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 system business.
  • Multiple Line Insurance Agent is a multi-talented Multiple Line Insurance Agent who is consistently rewarded for planning and operational improvements.
  • Achieved a 70% improvement in competitive positioning.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Achieved up to 74% increase in sales.
  • Analytical Insurance Agent skilled at identifying trends in claims data.

Accomplishments

  • Revitalized dormant client accounts by contacting leads and increasing policy enrollments by 70% over several months.
  • Documented and resolved category which led to process.
  • Authored training material on customer service excellence, leading to a 40% increase in excellent ratings from customers handled by the team.
  • Achieved 38% increase in cross-selling opportunities by proactively analyzing client profiles and offering tailored policy packages.
  • Cultivated long-term relationships with a portfolio of 2 VIP clients, ensuring a renewal rate of 84%.
  • Reduced claims processing time by 15% after introducing a more efficient workflow system in coordination with product.
  • Achieved top agent status consecutively for 4 years through high policy retention, customer satisfaction, and consistent sales performance.
  • Recognized as the top performer in policy renewals, achieving a personal renewal rate of 55% annually.
  • Boosted regional policy enrollments by 33% through community partnerships and awareness campaigns in Chicago.
  • Conducted financial risk assessments for 15 clients to recommend appropriate coverage, resulting in portfolio growth of 16 annually.

Affiliations

  • Society of Risk Management Consultants (SRMC)
  • Insurance Information Institute (III) Membership
  • Society for Corporate Governance
  • Financial Services Institute (FSI)
  • Healthcare Financial Management Association (HFMA)
  • International Council of Nurses
  • Risk and Insurance Management Society (RIMS)
  • Toastmasters
  • International Association of Administrative Professionals
  • Certified Insurance Counselor (CIC) designation

Certifications

  • ServSafe
  • Salesforce
  • Life Underwriter Training Council Fellow (LUTCF) – National Association of Insurance and Financial Advisors
  • Ethics Regulatory Compliance Certification – Ironclad Systems
  • Advanced Life Underwriting Training Certification – method
  • Project Management Professional (PMP)
  • Associate in Personal Insurance (API) - standard
  • Claims Adjuster License – Multiple States process
  • Insurance Sales Management Certification – metric
  • Certified Public Accountant

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