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Skills

  • Cross-functional collaboration
  • Auto insurance
  • Data entry
  • Business operations
  • Life insurance
  • Client-centered sales approach
  • Compliance with insurance regulations
  • Customer service
  • Industry trend analysis
  • Initiative equipment

Work Experiences

  • Championed diversity initiatives within the agency, leading to a 79% increase in client acquisition from underrepresented markets.
  • Acted as the primary contact for 13-policyholder clients.
  • Oversaw the delivery of standard project by initiative team, which resulted in metric.
  • 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 PMP certified underwriters.
  • Boosted team performance by 85%.
  • Achieved a 56% reduction in client premium increases.
  • Had an excellent attendance record and was always on time for work.
  • Achieved results within the first quarter of 2018.
  • Achieved results within 2016.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Committed to advancing business goals through robust client acquisition strategies that led to 34% increase in new clients in 2023.
  • Accomplished leader with experience integrating technology into the sales process, improving response time and increasing client satisfaction by 73%.
  • Process Insurance Agent with superior vendor management and quality assurance abilities.
  • Strengths in workflow optimization and performance reporting backed up by Miscellaneous training.
  • Client-focused professional with deep experience in CRM systems integration, boosting client retention by 53% and reducing administrative work.
  • Boosted client retention by 83%.
  • Collaborative Producing Agent.
  • Within Miscellaneous, senior Producing Agent and outstanding performer in process improvement and workflow optimization.

Accomplishments

  • Designed tailored insurance programs for niche industries, achieving a 77% increase in market share within program.
  • Introduced a digital client portal that increased customer engagement by 79% and reduced administrative tasks by 5 hours per week.
  • Collaborated with team of 17 in the development of program.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Negotiated with underwriters to reduce policy premiums by 19% for high-value clients, while maintaining profitability.
  • Contributed to product portfolio diversification, driving a 31% revenue increase in niche insurance markets.
  • Wrote and secured 8 large group policies, contributing $9 in new premiums and a 19% boost in overall portfolio.
  • Reduced policy lapse rates by 60% through targeted customer retention strategies, contributing to $5 in retained premiums.
  • Developed a client segmentation strategy that improved cross-selling opportunities by 24% across client portfolios.
  • Revamped client feedback loops, increasing actionable customer feedback by 54% and enhancing service response times.

Affiliations

  • Risk & Insurance Management Society, Inc. (RIMS)
  • American Medical Informatics Association
  • LinkedIn Insurance Professionals Group Contributor
  • Participation in State Insurance Commissions and Regulatory Groups
  • Toastmasters
  • International Council of Nurses
  • Society of Financial Services Professionals (FSP)
  • Membership in the Association of Captive Insurance Companies
  • Rotary International
  • Freemason

Certifications

  • Cyber and Privacy Insurance Specialist (CPIS)
  • Associate in Claims (AIC)
  • Certified Professional Insurance Agent (CPIA)
  • Certified Public Accountant
  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • Associate in Risk Management (ARM)
  • Licensed Insurance Agent (Life and Health)
  • Project Management Professional (PMP)
  • Chartered Property Casualty Underwriter (CPCU)

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