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Skills

  • Customer service
  • Attention to detail
  • Time management
  • System equipment
  • Project organization
  • Proficient in Jira
  • Organization
  • Data-driven decision making
  • Account retention analysis
  • Team management

Work Experiences

  • Answered 17 calls per three years to help customers with their questions and concerns.
  • Conducted annual policy reviews with clients, resulting in a 72% upsell of additional coverages, which generated $17 in additional revenue.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with underwriters and claim adjustors to expedite resolution on complex claims, reducing average claim resolution time by 16 days.
  • Conducted annual policy reviews with clients.
  • Averted client contract cancellations.
  • Acquired 14 new policies.
  • Boosted retention by 73%.
  • Achieved 57% client re-purchase of policies.
  • Collaborated with underwriters and claim adjustors.

Summaries

  • Achieved a 15% retention rate.
  • Accomplished Personal Lines Agent with a 52% upsell rate on coverages in annual policy reviews, adding measurable value to both clients and the organization by generating $5 in additional revenue.
  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Advanced CRM user, leveraging Tableau to maintain strong client relationships, minimizing missed renewals and boosting retention rates by 40%.
  • Collaborative Insurance Verification Specialist with a track record of establishing rapport with patients and maintaining data integrity.
  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Avoided premium increases.
  • Clear understanding of client relations and cross-functional collaboration as well as process improvement training.
  • Professional with experience verifying insurance benefits and generating appropriate patient documentation.
  • Achieved a 49% policy retention rate.

Accomplishments

  • Developed a personalized outreach initiative that secured renewals for 43% of expiring policies each quarter.
  • Maintained a portfolio of 18 personal lines clients, achieving a 67% policy retention rate through tailored insurance solutions.
  • Consistently surpassed agency’s sales quotas by an average of 26% each quarter while sustaining a 71% client satisfaction rate.
  • Enhanced agency’s social media presence, increasing inbound personal lines inquiries by 64% over two years.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Planned and executed loss mitigation strategies, lowering policyholders’ claims by 27% through policy adjustments and educational initiatives.
  • Collaboratively developed cross-sell strategies with commercial lines team, converting 72% of target clients into multi-line policyholders.
  • Collaborated with team of 3 in the development of metric.
  • Monitored competitors’ pricing and successfully recommended pricing adjustments, resulting in a 26% increase in client acquisition.
  • Organized client education seminars focusing on home and auto coverage, leading to a 33% increase in policy upgrades.

Affiliations

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Toastmasters
  • Certified Insurance Service Representatives (CISR)
  • Estate Planning Council of Portland
  • International Association of Administrative Professionals
  • Underwriting Executive Council (UEC)
  • Certified Risk Manager (CRM) Program
  • Big 'I' Young Agents Program
  • International Council of Nurses
  • Customer Contact Week (CCW)

Certifications

  • Property and Casualty Insurance License
  • Life and Health Insurance License
  • Associate in Insurance Account Management (AIAM)
  • Insurance Regulatory Compliance (IRC) Certification
  • Professional Development in Claims (PDC) Certified by Cedar Works
  • CompTIA Network+
  • Risk Management for Personal Lines Agent Certification
  • Certified Risk Manager (CRM)
  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Certified Professional (SHRM-CP)

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