19 Years experience in insurance account management, service and office administration for all employer sponsored health benefits such as but not limited to: All medical, dental and vision plans, FSA, LTD, STD and COBRA. I've served as the primary point of contact and relationship manager for a number of clients from 2-14,000 employees and have overseen all pre and post-sale activities. Responsible for increasing and ensuring customer satisfaction, retention, and communication, while resolving complex issues experienced by the client. By overseeing and managing the delivery of solutions and services to the customer I've been able to measure and monitor customer satisfaction and identified and delivered programs to increase satisfaction when necessary. I have proven track record in the area of customer relationship management with professional and interpersonal skills required to develop positive relationships. Technically proficient in the areas of web based applications and MS Office products including: Word, Excel & Power Point, Microsoft Outlook, AMS, ACORD, Acrobat Distiller & Imaging, SalesForce, Facets and Mainframe. I have outstanding communication skills (both verbal and written in English and Spanish) with excellent analytical and organizational skills with 16 years of on hand experience Developed relationships with clients to insure their successful transition from their previous carrier to current. Attend and conduct master application and enrollment meetings, handle general claim issues and assist employees and management with a successful transition, help with billing questions and issues, manage open enrollment, submit amendments and translate terms and forms to members during enrollment meetings. Involved for the last 2 years in the Cigna health and wellness programs such as Biometrics, Health risk assesement, healthy frontiers, wellness funds and all aspects of client involvement in wellness improvement programs. Corporate coaching and wellness coach certified. As a department manager over seeing 5 people I was able to use versatile skills including team supervision and development, report and document preparation, accounts and bookkeeping, data management, workflow scheduling and planning, customer service and project co-ordination. Excellent problem solving skills evident in the design and implementation of improved work processes. Adaptable, self-directed professional who successfully communicates at all levels. Designed and developed successful marketing materials and proposals for sales and service. Developed and implemented a new system of management and control for client service. 19 years experience in administration, executive assistance, department management, sales and 6 Year experience in office management with Safety and Security My objective is to secure a challenging career emphasizing on increasing responsibility, personal growth and professional achievement to enhance the growth and development of a leading organization. To better my skills as well as learn a variety of new skills. I have learned to break large tasks into smaller chunks to appreciate my progress as each is completed there for not feeling frustrated. I have learned to ask for help and seek the advice of those with more experience than me for best practices to obtain the best results. I always create a checklist which helps me see my progress and helps me feel accomplished. And if I make mistakes I use these as an opportunity to grow and learn from them I am dedicated to meeting the expectations and requirements of my clients and employer, there for I try to get first-hand information which I use for improvements in the task the client has asked me to help with. I continue to act with my clients in mind which helps me prioritize everyday issues and tasks. My years of experience on the broker side have helped me identify specific trends and practices affecting the market place today. By keeping up with available courses in the area I am able to identify better resources and techniques for specific issues in my job.
Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities.
Award-winning [Job Title] skilled in leveraging extensive network of contacts to build long-term client relationships. Driven to develop strategic sales plans and help clients obtain desired coverage at the lowest rates available.
Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals.
Results-oriented Insurance Sales Agent seeks employment with a top-tier insurance agency. Talents include relationship building, training and sales presentations.
Bilingual Insurance Sales Agent talented at directing business development and customer base expansion efforts. Natural leader willing to go the extra mile to achieve sales targets and agency goals.
Tech-savvy Insurance Sales Agent well-versed in a wide range of financial and accounting systems and tax software programs. Former underwriter with great analytical and problem solving abilities.
Enthusiastic Insurance Sales Agent who excels at promoting long-term agency success through proactive marketing and quality customer service.
High-energy Insurance Sales Agent with [Number] years experience in automotive, life and property insurance. Exhibits professionalism and patience in conflict resolution and mediation.
[Job Title] accomplished in insurance sales, marketing and customer service. Exceptional organization, time management and multi-tasking abilities. Current Series 6 license.
Retained [Number]% of policyholders during annual renewal period.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Processed applications, payments, corrections, endorsements and cancellations.
Called [Number] warm leads each week to expand client base.
Developed, implemented and monitored new underwriting guidelines for the agency.
Promoted agency products to customers in person, on the telephone and in writing.
Compiled coverage and rating information in an accessible format.
Upsold agency products and services, leading to $[Amount] in annual sales.
Prepared necessary paperwork to process insurance sales and renewals.
Submitted up-to-date activity and production logs to agency management for review.
Pursued continuing education and training programs to continue professional development.
Managed over [Number] policy renewals each year.
Followed up with potential clients regarding online information requests.
Presented and clearly explained insurance policy options to clients based on their needs and goals.
Developed productive working relationships with car dealers, loan processors and other business partners in the community.
Directed [Number] customer service representatives in covering the retail office.
Called [Number] lapsed customers each week to inquire about continuing needs.
Researched coverage and premium options and supplied clients with the best coverage available.
Developed life insurance and commercial insurance leads to meet monthly sales targets.
Finalized and maintained all types of personal lines insurance policies within the agency.
Drafted quarterly reports for management review.
Coded claims forms and mediated disputes between carriers and clients.
Promoted client retention through high-quality service and follow through.
Presented account proposals in a professional and timely manner.
Top [Number]% of class
Student government representative
[Name] Academic Achievement Award
Continuing education in [Topic]
Business Administration and Communications coursework
Foundations of Business Operation seminar
Business Ethics coursework
Organizational Behavior coursework
Financial Management coursework
Financial Accounting seminar
Corporate Finance coursework
Account Management, Accounting, administrative, benefits, billing, bookkeeping, book, business plans, business processes, Coach, interpersonal skills, Client, clients, customer liaison, customer satisfaction, customer service, data management, database, English, forms, information systems, insurance, managing, marketing, Market, meetings, Access, Excel, Microsoft Office, office, negotiating, office manager, organizational skills, organizational, philosophy, presentations, problem solving skills, processes, producer, proposal, Receptionist, selling, Sales, scheduling, sound, Spanish, spreadsheets, staff training, strategy, supervision, Translator, verbal communication skills, workflow, written
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