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Skills

  • Regulatory compliance
  • Customer interaction tracking with Power BI
  • MS Office
  • Project organization
  • Relationship development
  • New policy sales growth strategies
  • Customer-Centric Communication
  • Policy lapse prevention strategies
  • Claims coordination with underwriting
  • Account management

Work Experiences

  • Achieved a 34% reduction in policy amendments turnaround times.
  • Looked for industry trends on social media and through online sources.
  • Aided in software rollouts on time.
  • Collaborated with cross-functional teams.
  • Assisted team with audit preparations.
  • Collaborated with cross-functional teams to streamline workflow processes, leading to a savings of $13 in operational costs annually.
  • Assisted team with audit preparations, achieving Outstanding Service Award for compliance in personal lines policy records and documentation.
  • Kept patient finances, records, and health statuses confidential.
  • Assisted in managing a portfolio of 9 personal lines insurance products, consistently reducing policy lapse rates by 53% over 6 months.
  • Achieved Top Performer for compliance.

Summaries

  • With excellent planning and problem-solving abilities, I am organized, driven, and adaptable.
  • Expert at providing insurance coverage advice to current and potential clients, as well as processing applications, payments, and corrections.
  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Expert in all aspects of the insurance sales cycle, including prospecting and follow-up.
  • Offering 11 years of experience as well as the willingness to take on any challenge.
  • Achieved a 26% boost in customer satisfaction.
  • Achieved 59% resolution rate in a timely manner.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Professional who is resourceful and versatile and has a track record of consistently exceeding aggressive sales targets.
  • Assisted sales agents with cross-selling strategies.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Monitored and ensured compliance with standard, reducing potential regulatory violations by 42% across personal lines accounts.
  • Resolved an average of 18 client disputes per month by coordinating with claims and underwriting departments, achieving a resolution rate of 15% within the past year.
  • Collaborated with agents to ensure accurate policy documentation and maintained adherence to metric, reducing compliance errors by 49%.
  • Trained 18 clients on claims handling procedures, contributing to a 85% increase in positive client feedback and satisfaction ratings.
  • Initiated a cross-departmental effort to reduce error rates in underwriting documentation, successfully cutting average error frequency by 72%.
  • Contributed to a new client data management system, improving data accuracy by 76% and reducing manual entry errors across policies.
  • Led the coordination of mid-term policy adjustments, achieving a 49% accuracy rate and minimizing processing delays for clients.
  • Utilized Asana to manage and analyze client data, reducing document discrepancies by 17% and improving data accuracy across all policies.
  • Led the effort to introduce data accuracy checks into the workflow for client policies, reducing inaccuracies by 73% and improving policy processing time.

Affiliations

  • Affiliated with the Association of Claims Professionals (ACP) with regular attendance at knowledge-sharing events
  • Member of the National Association of Insurance Commissioners (NAIC) since 2017, staying updated on regulatory changes
  • Rotary International
  • Association of Information Technology Professionals
  • Regular attendee of the Personal Insurance Federation of America (PIFA) annual conferences
  • Member of the Society of Insurance Trainers & Educators (SITE) and attended development workshops
  • Affiliated with the National Association of Mutual Insurance Companies (NAMIC) to enhance my understanding of underwriting practices
  • Received insurance-related certification through the National Alliance for Insurance Education & Research
  • International Council of Nurses
  • Involved with the Insurance Professionals of Portland chapter, assisting with policy compliance initiatives

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Apple Certified Associate (ACA)
  • Insurance Designations in Policy Management Meridian
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Insurance Billing and Coding Specialist Certification (IBC)
  • Insurance Sales Agent (Accredited Personal Lines Specialty)
  • Property and Casualty Insurance License
  • Cisco Certified Internetwork Expert (CCIE)

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