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Skills

  • Communications
  • Interdepartmental collaboration
  • Process improvement
  • Relationship development
  • Cross-selling insurance products
  • Business Process Automation
  • Organization
  • Creative merchandising
  • Business operations
  • Claims resolution and escalation handling

Work Experiences

  • Built a cohesive team culture.
  • Addressed customer inquiries.
  • Authored monthly performance reports for senior leadership, highlighting KPIs, progress, and actionable insights leading to a streamlined decision-making process.
  • Manufacturing service agreements and quality standards were negotiated by me.
  • Boosted performance and policy renewals by 42%.
  • Consistently trained 11 employees through spearheaded and streamlined to reduce loss and increase sales.
  • Achieved a 12% reduction in escalation cases.
  • Planned marketing initiatives and tapped into my referral network to promote business development.
  • Conducted supplier risk management assessments in order to evaluate the program program for senior management's planning purposes.
  • Was in charge of maintaining store equipment such as computers, printers, and fax machines.

Summaries

  • Forward-thinking manager with 8 years of manufacturing project management experience.
  • Accomplished in selecting and training agents.
  • Dedicated to providing high-quality services and products.
  • Achieved 55% faster integration time for new hires.
  • Achieved a 66% reduction in claim processing errors.
  • Commended for cutting operating costs by 5% and supervising 2 employees, including sourcing, interviewing, and hiring.
  • Customer-focused team player with expertise in maximizing customer satisfaction while increasing profits and client acquisition.
  • Achieved results in 2024.
  • In the Miscellaneous industry, diligent Personal Lines Supervisor is successful at establishing client relationships and directing cross-functional teams.
  • Professional with over 5 years of experience as a manager for a $12 6 months revenue-generating company.

Accomplishments

  • Supervised crisis management for framework incidents, improving client satisfaction and reducing issue resolution times by 82%.
  • Designed and implemented a multi-policy bundling strategy, increasing policyholder retention by 85% over one year.
  • Encouraged best practices adoption across teams, leading to consistent 34% year-over-year improvement in team SLA compliance.
  • Established clear communication channels during peak claim periods, reducing miscommunication and client complaints by 67%.
  • Implemented policy review protocols that decreased claim processing errors by 35%, leading to faster payouts for clients.
  • Successfully managed a portfolio of over 8 personal lines accounts, ensuring timely renewals and upselling opportunities.
  • Facilitated policyholder transitions to more cost-effective insurance carriers, reducing annual policy costs by $7 for 6 clients.
  • Authored in-depth market analysis reports that informed strategic decisions on risk exposure and premium adjustments.
  • Resolved product issue through consumer testing.
  • Mentored teams on upselling techniques for multi-policy packages, resulting in a 36% increase in bundled services sales.

Affiliations

  • Compliance & Claims Management Association
  • Association for Computing Machinery
  • National Society of Certified Insurance Service Representatives (CISR)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Independent Insurance Agents & Brokers of America (IIABA)
  • National Association of Professional Insurance Agents (NAPIA)
  • Jaycees
  • American Medical Informatics Association
  • Agent Leadership Council
  • Rotary International

Certifications

  • CIC – Certified Insurance Counselor - Cedar Works
  • First Aid/CPR Certified
  • PLCS (Personal Lines Coverage Specialist) - Harbor & Co.
  • Apple Certified Associate (ACA)
  • SHRM Certified Professional (SHRM-CP)
  • Insurance Licensing Exam - Personal Lines initiative
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Leadership & Team Management Specialist - process
  • CLA (Certified Legal Assistant—Insurance Specialty) - Ironclad Systems
  • Conflict Management and Resolution in Insurance - system

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