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Skills

  • Time management and prioritization
  • Supervision
  • Data entry
  • Team leadership and development
  • Client needs analysis
  • Operational improvement
  • B2C sales strategies
  • Problem resolution
  • Regulatory compliance
  • Budgets

Work Experiences

  • Achieved a 82% reduction in processing time.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Assessed and revamped risk profiles for clients, reducing premiums by $13 dollars annually while maintaining quality coverage.
  • Advised clients on mitigating risks.
  • Achieved 83% success in converting consultations.
  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Collaborated with claims adjusters to expedite and improve claims resolution, resulting in a 43% reduction in processing time.
  • Attained Lean.
  • Accomplished this over the course of 2023.
  • Advised clients on mitigating risks by making recommendations for safety precautions and emergency preparedness.

Summaries

  • Achieved client satisfaction increases of 54%.
  • Achieved excellent retention rates.
  • Comprehensive understanding of Salesforce.
  • Aligned insurance products with personal financial goals.
  • Boosted team sales performance by 55%.
  • Collaborative team player working with claims adjusters to reduce average claims processing time by 27%, improving client satisfaction.
  • Achieved results within 6 months.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Adept at building lasting client connections.
  • Conducted comprehensive financial need analysis.

Accomplishments

  • Exceeded monthly sales targets consistently by 70% through targeted cross-selling of personal insurance products.
  • Strategically managed 9 high-risk clients through comprehensive risk-reduction strategies, aiding in a 57% decline in claim frequency.
  • Mentored and developed a junior advisor team, resulting in a 82% increase in their collective client conversion rate.
  • Implemented advanced risk management strategies that led to a 77% reduction in client claim rates.
  • Lead a project to migrate 5 clients onto a new insurance management platform with minimal disruption, cutting operating costs by 83% %.
  • Advised 7 clients annually on personal auto, home, and life insurance needs, increasing client retention by 74% %.
  • Developed and implemented a new client-onboarding workflow that reduced policy setup time by 28% and improved customer satisfaction rates.
  • Launched new marketing campaigns, targeting specific demographics, increasing policy enrollments now contributing to 42% of total portfolio revenue.
  • Developed and deployed a customer relationship management system utilizing Tableau, reducing average customer handling time by 17 minutes.
  • Utilized Tableau to track client interactions, ensuring a 63% increase in follow-up success rates and improved overall customer experience.

Affiliations

  • Society of Financial Service Professionals (SFSP)
  • Life Insurance Marketing and Research Association (LIMRA)
  • Association for Insurance Claims Professionals (AICP)
  • Association of Home Office Underwriters (AHOU)
  • National Association of Social Workers
  • Professional Insurance Agents Western Alliance (PIAWA)
  • Association of Private Client Insurance Advisers (APCIA)
  • Financial Planning Association (FPA)
  • Jaycees
  • Risk and Insurance Management Society (RIMS)

Certifications

  • Google Certified Professional Cloud Architect
  • Property and Casualty License (P&C) Oregon
  • Life and Health Insurance License North Carolina
  • Associate in Risk Management (ARM)
  • Accredited Advisor in Insurance (AAI)
  • Accredited Customer Service Representative (ACSR)
  • ServSafe
  • Chartered Insurance Professional (CIP)
  • Continuing Education in Personal Insurance Licensing Washington
  • CompTIA Security+

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