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Skills

  • Claims Process Optimization
  • Team building
  • Customer satisfaction analysis
  • Problem resolution
  • Cross-Selling Techniques
  • Communications
  • Market trend analysis
  • Vision and dental insurance
  • Team management
  • Regulatory compliance

Work Experiences

  • Achieved a transition rate increase of 77%.
  • Addressed claims discrepancies.
  • Advised clients on investment-linked insurance products, tailoring customizable plans that aligned with personal financial goals.
  • Collaborated with internal teams.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Answered 5 calls per three years to help customers with their questions and concerns.
  • Achieved 55% increase in 2017.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 14% increase in sales.
  • Looked for industry trends on social media and through online sources.
  • Analyzed company needs.

Summaries

  • Achieved a 81% client retention boost.
  • Achieved highest policy sales rate in the Atlanta region.
  • Achieved sustained policy renewal rates of over 48% annually.
  • Costs were consistently reduced while profits were increased.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved results in just three years.
  • Boosted renewals and revenue growth.
  • Achieved 74% fewer escalations.
  • Accomplished insurance professional.
  • Within Miscellaneous, senior Senior Insurance Representative and outstanding performer in project management and data analysis.

Accomplishments

  • Increased operational efficiency by streamlining claims processes, reducing average handling time by 84%.
  • Resolved product issue through consumer testing.
  • Spearheaded client data review initiatives, resulting in clients' coverage realignments that increased renewal rates by 56% %.
  • Resolved 15 complex client escalations, recovering over $8 in potential losses for the company.
  • Developed customized insurance policies for a portfolio of 7 high-net-worth clients, achieving a 32% retention rate.
  • Negotiated high-value insurance contracts with corporate clients, delivering an additional $13 in premium revenues.
  • Developed strong relationships with underwriters, enabling faster policy approvals and a 32% reduction in client hold time.
  • Designed and led regional insurance workshops on regulatory updates, increasing agent knowledge and compliance by 71% %.
  • Successfully recommended alternate risk mitigation strategies, reducing client premiums by 46%.
  • Implemented new CRM dashboards to monitor KPIs, resulting in a 75% improvement in real-time decision-making.

Affiliations

  • Chartered Property Casualty Underwriter (CPCU) Society
  • Lions Club
  • Project Management Institute
  • Independent Insurance Agents & Brokers of America (Big 'I')
  • Association of Certified Fraud Examiners (ACFE)
  • Council on Insurance Fraud Protection & Prevention
  • Insurance Information Institute (III)
  • Freemason
  • Association of Information Technology Professionals
  • Financial Planning Association (FPA)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Registered Health Underwriter (RHU)
  • Health Insurance Associate (HIA)
  • CompTIA Security+
  • Certified Business Analysis Professional (CBAP)
  • Certified Internal Auditor (CIA)
  • Financial Services Certified Professional (FSCP)
  • Certified Information Systems Auditor (CISA)
  • Professional, Academy for Healthcare Management (PAHM)
  • Associate in Reinsurance (ARe)

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