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Skills

  • Client relationship management
  • Vision and dental insurance
  • Fluency in Japanese
  • Crisis management expertise
  • Critical Thinking and Problem Solving
  • Regulatory compliance
  • Time management and prioritization
  • Client onboarding processes
  • Customer retention strategies
  • Client portfolio management

Work Experiences

  • Built a referral network.
  • Achieved this in 2023.
  • Looked for industry trends on social media and through online sources.
  • Answered 8 calls per three years to help customers with their questions and concerns.
  • Assessed and revamped risk profiles for clients.
  • Achieved results within the past year.
  • Achieved results within Raleigh.
  • Assisted clients facing complex life transitions.
  • Oversaw the delivery of program project by framework team, which resulted in process.
  • Presented financial well-being education to groups of over 15 people to cultivate new business and increase customer financial knowledge.

Summaries

  • Achieved growth within the past year.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved a 67% increase in upselling.
  • Certified in Six Sigma, specializing in advanced advisory services for Microsoft Excel, contributing over $3 in new revenue annually.
  • Aligned insurance products with personal financial goals.
  • Built strong client partnerships.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Costs were consistently reduced while profits were increased.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Bridged coverage gaps using detailed analysis.

Accomplishments

  • Exceeded monthly sales targets consistently by 70% through targeted cross-selling of personal insurance products.
  • Mediated and resolved complex insurance disputes that enhanced client loyalty, maintaining a 30% satisfaction rating across surveys.
  • Resolved product issue through consumer testing.
  • Cross-sold personal insurance products successfully, increasing the average policy count per client by 12 and boosting overall revenues by 13.
  • Developed and deployed a customer relationship management system utilizing Tableau, reducing average customer handling time by 17 minutes.
  • Advised 7 clients annually on personal auto, home, and life insurance needs, increasing client retention by 74% %.
  • Delivered monthly training sessions on effective cross-selling and insurance solution customization, leading to a 71% growth in team-client interactions.
  • Actively monitored market trends to recommend policy adjustments to clients, leading to a 77% improvement in portfolio performance.
  • Received Scrum Master, enabling advanced consultation on procedure insurance, and contributing to over 6 in new business revenue.
  • Developed and implemented a new client-onboarding workflow that reduced policy setup time by 28% and improved customer satisfaction rates.

Affiliations

  • International Association of Administrative Professionals
  • Health Insurance Association of America (HIAA)
  • National Alliance for Insurance Education & Research
  • Society of Insurance Research (SIR)
  • Society of Human Resource Management
  • Society of Certified Insurance Counselors (CIC)
  • Million Dollar Round Table (MDRT)
  • Association of Information Technology Professionals
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)

Certifications

  • Compliance in Insurance Regulatory Matters Certification Massachusetts
  • Associate in Reinsurance (ARe)
  • Claims Adjuster Pre-Licensing Course Completion Oregon
  • Chartered Insurance Professional (CIP)
  • Life and Health Insurance License North Carolina
  • Certified Professional Insurance Agent (CPIA)
  • CompTIA A+ Technician
  • Licensed Independent Adjuster Certification Ohio
  • Personal Lines Coverage Specialist (PLCS)
  • Accredited Advisor in Insurance (AAI)

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