Energetically innovative and professionally aggressive seasoned commercial insurance account-managing agent, with a dynamic client-focused skill set earned while wearing the "hat" as risk advisor, loss controller & claim mitigation liaison.
Armed and ready with an analytical mind that seeks a fast paced multi tasking environment to fully & wholeheartedly fill the role as an individual star &/or when needed fill a spot as a team player. Works well under pressure alone or in a group think tank environment of risk managing professionals of small to medium sized corporate accounts, protecting & promoting safe/sound business (financial) health.
Driven producer experienced in all aspects of account servicing, to include but not limited to initial account placement, policy renewals, insurance premium billing & payment processing, claims handling and collections.
high-level of negotiation in resolving claims/issues/problems to the satisfaction of all involved parties. Analytical and innovative problem solver possessing a significant record of achievement in account management as the primary account rep as well as support staff for lead account executives as servicing representative since 2006. Combined with a degree in Actuarial Science as well as possessing double minor's in Finance & Business Administration/Management and a keen ability to see “in to“, not just around” , the hurdles encountered from day to day resulting in more strategic resolutions for the well rounded-out accounts maintained..
Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referred business of other existing accounts, strategic outside marketing activities, community action events & "self" branding/marketing/advertising.
Introduced, developed & promoted a 27 year direct captive agency into a paperless IIAO recognized member independent agency that sought the best interest of the accounts represented and the clients held. During this time, commercial book of business growth for the newly re-vamped independent agency, commercial lines of business and fiduciary bond business, from $125,000 to $2 million in 3 years. Managed, promoted, marketed & serviced all commercial accounts as a one man team.
Actuary Science, Finance & Business Administration & Management
Presidents Honor Roll, UCO College of Science & Mathematics Dean's Honor Roll
Accounting, ACT database programming & data entry, AgencyPro, Bookkeeping, Consultant, Consulting, Customer Service, data processing, Database, database management, Database management and programming, Educator, financial, forms, HR, Insurance, Loss Prevention, Marketing, Access, EXCEL, negotiating, procurement, Program Development, Programming, Public Relations, QuickBooks, Reception, Research, Risk Management, Safety, SQL, Multi-Task Management, Organizational Skills, Account Management, Accounts Payable/Receivable, Budgeting, Business Development, Client Relations, Cold Calling, Computer Literate, Computer Proficient, Creative Problem Solving, Credit and Collections, CRM Systems, Customer Needs Assessment, Product Development, Project Management, Reporting, Sales, Statement Billings, Lead Development, Marketing, MBA, Multi-Task Management,Data Collection, Data Entry, Documentation, Email, Executive Management Support, Problem Resolution, Process Redesign, Product Analysis, Product Development, Profit and Loss, Profit Generation, Project Management, Project Planning, Public Relations, Purchasing, Quality Management, Regulatory Affairs, Revenue and Market Expansion, Risk Management, Sales, Cost Reductions, Cross-Cultural Communications, Customer Relations, New Business Development, Operations Start-Up, Organizational Restructure and Change, Organizational Skills, Outsourcing, P&L Management, PC Competent, Market Analysis, Market Growth, Marketing, Matrix Management, MBA, Motivation, Multi million-dollar P&L Management, Negotiation Skills.
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