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Skills

  • Risk mitigation
  • Project organization
  • Cross-selling insurance products
  • Advanced knowledge of category
  • Customer satisfaction and retention
  • Regulatory compliance
  • Procedure equipment
  • Claim settlement process improvement
  • Health insurance
  • Supervision

Work Experiences

  • Achieved 3% faster follow-up on client inquiries.
  • Assessed client needs.
  • Achieved a 64% increase in policy renewals.
  • Collaborated with legal teams to review terms on business insurance contracts, mitigating risk and reducing potential exposure by $10.
  • Boosted multi-policy sign-ups by 75%.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 9% increase in sales.
  • Handled administrative tasks such as policy renewals, record keeping, and insurance payment collection.
  • Aligned strategies with client life stages.
  • Analyzed insurance trends.
  • Created group presentations and e-marketing campaigns that resulted in new business worth $8 in 17 months.

Summaries

  • Adept at understanding unique client needs.
  • Achieved premium savings of $11 or more.
  • Advised small business owners on insurance policies.
  • Persuasive Senior Insurance Advisor with experience assessing client needs, recommending coverage options, and tracking insurance claims.
  • Acclaimed leader in the insurance industry.
  • Accelerated revenue growth via targeted marketing.
  • Achieved 83% improved productivity.
  • Costs were consistently reduced while profits were increased.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Exceptional juggler of multiple competing responsibilities at the same time.

Accomplishments

  • Negotiated with insurance carriers to achieve 60% cost savings on group policy renewals for mid-sized business clients.
  • Introduced an automated claim settlement tracking mechanism that resulted in a 23% reduction in claim processing time.
  • Developed personalized insurance plans for high-net-worth clients, contributing to a 85% increase in overall portfolio retention.
  • Collaborated with cross-functional teams to improve CRM usability, directly contributing to an 30% increase in staff productivity.
  • Implemented conflict resolution techniques to retain 5 escalated accounts, resulting in customer satisfaction score increases of 46% percentage points.
  • Developed and launched a client retention initiative that decreased portfolio churn by 15% within 6 months.
  • Provided expert guidance to policyholders during insurance claim disputes, achieving a resolution satisfaction rate of 32%.
  • Optimized claims handling workflows, resulting in a 49% decrease in processing times and a 7 reduction in administrative costs.
  • Collaborated with team of 5 in the development of program.
  • Acquired 13 new clients through targeted cross-selling campaigns, adding $6 in annual premium revenue.

Affiliations

  • American Marketing Association
  • Insurance Industry Charitable Foundation (IICF)
  • Chartered Property Casualty Underwriter (CPCU) Society
  • National Association of Insurance and Financial Advisors (NAIFA)
  • American Council of Life Insurers (ACLI)
  • Academy of Life Underwriting (ALU)
  • Jaycees
  • Society of Financial Service Professionals (SFSP)
  • Certified Financial Planner Board of Standards, Inc. (CFP Board)
  • International Council of Nurses

Certifications

  • Senior Professional in Insurance Regulation (SPIR)
  • Cisco Certified Network Associate (CCNA)
  • Licensed Insurance Producer - North Carolina
  • Tax-Advantaged Insurance Certification - procedure
  • Cisco Certified Internetwork Expert (CCIE)
  • First Aid/CPR Certified
  • Certified Financial Planner (CFP)
  • Life Underwriter Training Council Fellow (LUTCF)
  • Certified Insurance Counselor (CIC)
  • Apple Certified Associate (ACA)

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