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Skills

  • Business operations
  • Market trend analysis
  • First Aid/CPR
  • Business Planning
  • Policy renewals
  • Health insurance
  • Risk mitigation
  • Audit Compliance
  • Quotes and sales
  • Client relationship management

Work Experiences

  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Collaborated with marketing to launch a targeted email campaign, yielding 32% in new business.
  • Collaborated with lawyers and other professionals.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Collaborated closely with underwriting.
  • Analyzed market trends.
  • Aided over 13 homeowners.
  • Achieved results within 3 months.
  • Assessed natural disaster risks across properties in Chicago, implementing coverage options that reduced agency liability by $17.
  • Collaborated with marketing.

Summaries

  • Adept at training and mentoring teams of up to 6 agents, leading to 19% improvement in customer satisfaction scores year-over-year.
  • Collaborates well with adjusters to streamline claim processes, reducing claim resolution times by 72% and improving client outcomes.
  • Achieved a 41% reduction in paperwork processing time.
  • Boosted company revenue.
  • Boosted sales by 67% in 2023.
  • Achieved 83% growth in 2019.
  • Assessed risk from natural disasters.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved 25% accuracy in policy approvals.
  • 9 years of experience.

Accomplishments

  • Led 15-person team in conducting claims audits, resulting in a 28% reduction in errors and discrepancies.
  • Improved customer satisfaction scores by 58% through enhanced service delivery and timely policy renewals.
  • Developed partnerships with real estate agents, lawyers, and mortgage brokers, increasing referral business by 22%.
  • Reduced policy cancellations by 39% through implementation of targeted client retention strategies.
  • Optimized the use of Microsoft Excel for sales forecasting, boosting sales pipeline accuracy by 44%.
  • Collaborated with team of 2 in the development of framework.
  • Collaborated with underwriting team to restructure underperforming policies, resulting in a 53% improvement in profitability.
  • Boosted team sales performance by 15% through weekly goal setting, tracking, and pipeline reviews.
  • Led onboarding and mentoring of 10 new employees, increasing overall team productivity by 17%.
  • Generated 42% more prospects through successful B2B referrals and cold-calling campaigns.

Affiliations

  • American Council of Life Insurers (ACLI)
  • Society of Human Resource Management
  • International Council of Nurses
  • Insurance Accounting & Systems Association (IASA)
  • Commercial Real Estate Development Association (NAIOP)
  • Institute of Insurance Agents & Brokers (Boston)
  • Association for Computing Machinery
  • Project Management Institute
  • Insurance Data and Analytics Institute (Phoenix)
  • National Insurance Crime Bureau (NICB)

Certifications

  • Flood Insurance Certification (by FEMA/NFIP)
  • Certified Business Analysis Professional (CBAP)
  • Cloud Security for Insurance Professionals Certification
  • Associate in Personal Insurance (API)
  • Anti-Money Laundering Specialist (AMLS)
  • ServSafe
  • Project Management Professional (PMP)
  • Associate in Commercial Underwriting (AU)
  • CompTIA A+ Technician
  • Cyber Risk Management Certification

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