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Skills

  • Risk mitigation
  • Cross-functional collaboration
  • Client needs analysis
  • Operational improvement
  • Account management
  • Marketing campaign development
  • Portfolio Management
  • Project organization
  • Negotiation and closing
  • Budgets

Work Experiences

  • Advocated for process improvements in the claims department.
  • Conducted regular training sessions on regulatory changes.
  • Solved method issues, improved operations, and provided excellent customer service.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Consistently ranked among the top 18 regional producers.
  • Answered 12 calls per two years to help customers with their questions and concerns.
  • Conducted regular training sessions on regulatory changes and compliance, resulting in a 37% decrease in compliance issues.
  • Achieved President's Club for exceeding sales targets.
  • Acted as the primary contact for 13-policyholder clients.
  • Achieved 33% increase in sales in 2021.

Summaries

  • Committed to results-driven portfolio management, identifying new avenues for upselling and cross-selling that resulted in $8 increased revenue.
  • Achieved results within several months.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Process Insurance Agent with superior vendor management and quality assurance abilities.
  • Attained 51% business growth.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved results within 2015.
  • Within Miscellaneous, senior Producing Agent and outstanding performer in process improvement and workflow optimization.
  • Committed to results-driven portfolio management.

Accomplishments

  • Optimized claim processing system, improving processing speed by 77% and decreasing customer inquiries by 5 per month.
  • Improved team collaboration with actuarial departments, influencing product development initiatives that increased premium revenue by 36%.
  • Successfully resolved 7 high-value claims disputes, retaining approximately $17 in premiums and preserving client relationships.
  • Introduced a digital client portal that increased customer engagement by 79% and reduced administrative tasks by 5 hours per week.
  • Coordinated with marketing teams to launch a regional awareness campaign, resulting in a 30% lift in premium generation.
  • Trained and mentored junior agents, leading the team to exceed sales goals by $6 within three years.
  • Designed tailored insurance programs for niche industries, achieving a 77% increase in market share within program.
  • Exceeded quarterly sales targets by 33% by focusing on targeted market segments and customizing insurance product offerings.
  • Partnered with legal and compliance teams to streamline policy documentation, reducing compliance errors by 29%.
  • Developed and implemented a multi-channel marketing strategy that resulted in a 61% increase in new policies sold.

Affiliations

  • Producer Licensing and Continuing Education Programs Participation
  • International Council of Nurses
  • Association of Information Technology Professionals
  • Million Dollar Round Table (MDRT) Member
  • Financial Planning Association (FPA) Affiliation
  • Jaycees
  • Membership in the Association of Captive Insurance Companies
  • Certified Insurance Counselor (CIC) designation
  • National Association of Insurance and Financial Advisors (NAIFA)
  • International Association of Insurance Professionals (IAIP)

Certifications

  • Associate in Personal Insurance (API)
  • Project Management Professional (PMP)
  • ServSafe
  • SHRM Certified Professional (SHRM-CP)
  • Licensed Insurance Agent (Life and Health)
  • Insurance Agency Manager Examination (IAME)
  • Licensed Real Estate Agent (State License)
  • FINRA Series 7 License – General Securities Representative
  • Certified Sales Leadership (CSL)
  • SHRM Senior Certified Professional (SHRM-SCP)

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