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Skills

  • Client relationship management
  • Life and health insurance products
  • Endorsed enhancements
  • Emerging coverage
  • Policy coverage expert
  • Auto, life, and health insurance expertise
  • Customer dispute resolution
  • Talented salesperson
  • Top-rated sales performance
  • Business insurance specialization

Work Experiences

  • Achieved 27% faster quote generation.
  • Achieved savings for 4% of clients.
  • Taught team members how to provide excellent customer service and use appropriate diagnostic sales techniques.
  • Achieved results within a 12-month period.
  • Identified and contacted sales prospects in agency databases.
  • Customer satisfaction was impacted by policy changes and company conditions, which I reported.
  • Mentored a group of 4 new brokers.
  • Looked at trends in sales volume, retention, and loss ratio to see where I could improve.
  • Direct referrals, networking, and targeted marketing campaigns were used to generate sales leads.
  • Achieved Excellence Award for framework in 2015.

Summaries

  • Licensed Broker with 12 years of experience in auto, home, and life insurance, as well as a track record of successfully retaining and growing customer bases.
  • Ohio licensed with experience in category and metric coverages.
  • Supervising agents and office personnel in a busy framework agency for 9 years.
  • To achieve challenging objectives, I'm hoping to use my training and 2 years of sales experience.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Through targeted marketing, lead generation, and in-depth knowledge of market trends, consistently increases sales and expands client base.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Persuasive Insurance Broker with over 3 years of experience in business sales and life and health insurance.
  • Trained in document review, working with internal and external parties, and independently resolving routine and challenging concerns.
  • Motivated salesperson with exceptional relationship-building and lead-generation abilities.

Accomplishments

  • Established new client onboarding systems that reduced policy setup times by 28% while maintaining compliance with all regulatory guidelines.
  • Led cold-calling campaigns that achieved a 53% growth in new commercial clients in the Southwest over 5 months.
  • Developed personalized insurance portfolios for business clients, contributing to a 59% increase in client satisfaction in 2015.
  • Utilized Salesforce CRM to track client interactions, leading to an increased lead-to-customer conversion by 17% over 2019.
  • Received the “All-Star Award” for earning $3 in commissions and securing $16 million in life insurance sales.
  • Brokered individualized insurance policies for small and medium-sized enterprises, resulting in a 65% boost in client retention over 2023.
  • Helped clients reduce liability and property claim exposures by conducting on-site risk assessments, contributing to 43% in annual premium savings.
  • Authored risk management reports that helped Brightline identify coverage gaps, mitigating risk exposure by 66%.
  • Managed a portfolio of high-net-worth clients, reducing their exposure to uninsured liabilities by 27% through risk management strategies.
  • Managed $16 book of business.

Affiliations

  • Association for Supply Chain Management (APICS)
  • Association of Insurance Brokers (AIB)
  • Professional Liability Underwriting Society (PLUS)
  • Freemason
  • American Association of Professional Insurance Agents (PIA)
  • Regulatory Affairs Professionals Society (RAPS) - Scrum Master Pathway
  • Institute of Professional Finance (IPF)
  • Risk and Insurance Management Society (RIMS)
  • Insurance Brokers Association of Portland
  • American Marketing Association

Certifications

  • Certified Insurance Counselor (CIC)
  • Cisco Certified Internetwork Expert (CCIE)
  • Chartered Property Casualty Underwriter (CPCU)
  • Certified Financial Planner (CFP)
  • Professional in Insurance Accounting and Finance (PIAF)
  • Associate in Claims (AIC)
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant (CPA)
  • Health Insurance Portability and Accountability Act (HIPAA) Compliance Certification
  • Project Management Professional (PMP)

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