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Skills

  • Top-rated sales performance
  • Coverage gap identification
  • Results-oriented
  • Premium financing
  • Talented salesperson
  • Personable
  • Custom insurance portfolio development
  • Claims process navigation assistance
  • Stop-loss policies
  • High-net-worth client risk analysis

Work Experiences

  • Met with an average of 14 walk-in policyholders to address and resolve complaints.
  • Met with 13 existing and prospective clients to help them choose the right insurance policies every week.
  • Achieved a 69% claims closure rate.
  • Worked with clients to develop customized insurance policy packages while also informing them about asset protection investment opportunities.
  • Dealt with an average of 9 customer inquiries and complaints each week.
  • Accomplished growth within the first 4 months.
  • Achieved 34% claims settlement.
  • Achieved 47% growth in premium sales.
  • Achieved 71% favorable outcomes for clients.
  • Achieved Excellence Award for framework in 2015.

Summaries

  • Dedicated Insurance Broker looking forward to starting a new job at Beacon Labs.
  • Within Real Estate, senior Insurance Broker and outstanding performer in performance reporting and cross-functional collaboration.
  • Insurance Broker is a self-motivated Insurance Broker who has worked in an insurance agency.
  • To achieve challenging objectives, I'm hoping to use my training and 2 years of sales experience.
  • Knowledgable in a variety of design and testing methodologies.
  • Dedicated to learning, growing, and succeeding in Real Estate.
  • Confident Insurance Advisor with excellent business sense and a strong work ethic.
  • In quality assurance and vendor management, I'm determined and experienced.
  • Top-producing salesperson and industry expert in Real Estate.
  • Excited to put my skills and experience to use in a new role.

Accomplishments

  • Expanded book of business for property and casualty insurance for small business owners, and commercial and residential accounts from $18 to $14 million.
  • Earned designations as standard.
  • Developed and maintained long-term client relationships, leading to a 82% year-over-year increase in policy renewals.
  • Mentored a sales team of 5 agents, improving policy close rates by 49% using targeted training on customer engagement.
  • Spearheaded collaborative client engagement initiatives, leading to a 20% upsell rate of umbrella policies in 2023.
  • Advised clients on life, home, and auto insurance policies, increasing cross-product purchases by 68% over two years.
  • Increased sales 14% over 18 months.
  • Utilized Salesforce CRM to track client interactions, leading to an increased lead-to-customer conversion by 17% over 2019.
  • Designed a digital marketing campaign focused on insurance services, increasing new business leads by 34% within 6 months.
  • Resolved product issue through consumer testing.

Affiliations

  • American Marketing Association
  • American Association of Professional Insurance Agents (PIA)
  • Risk and Insurance Management Society (RIMS)
  • American Society of Safety Professionals
  • American Medical Informatics Association
  • Global Insurance Broker Community on Microsoft Excel Platforms
  • Society of Insurance Trainers and Educators (SITE)
  • Professional Liability Underwriting Society (PLUS)
  • Association for Executives in Insurance and Financial Services (AEIFS)
  • National Underwriter Company - Continuing Education

Certifications

  • Certified Professional Insurance Agent (CPIA)
  • Chartered Life Underwriter (CLU)
  • CompTIA Security+
  • Licensed Insurance Broker - Illinois
  • Professional Liability Insurance Certification
  • Chartered Property Casualty Underwriter (CPCU)
  • AML (Anti-Money Laundering) in Insurance Certification
  • Cyber Risk Management Certification
  • Associate in Claims (AIC)
  • Certified Protection Officer (CPO)

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