Insurance Risk Manager
2012 - Present
Source, develop and qualify prospective markets, customers and leads. Analyze risks, benefits, goals and needs of customers. Create customized insurance programs and articulate value propositions that meet the specific needs of individuals and commercial clients. Maintain compliance requirements, licenses and certifications for writing proposals, illustrations and contracts when offering solutions, products or opinions. Meet and exceed weekly and quarterly production goals, deadlines, and objectives as established. In 2014 generated highest commercial business premium ($160,000) and closed the largest commercial account ($42,000) in agency. In the fourth quarter of 2014 closed on 12 financial product policies thereby assisting agency in achieving highest sales award offered by Nationwide insurance .
Financial Services Representative
2010 - 2012
American Classic Agency
Generated income by brokering multiple lines of insurance, identified opportunities to access new insurance markets/products, and managed new business development and renewal retention. Drafted new business sales proposals, resolved client issues and acted as a liaison between the client and the agency. Cultivated relationships with clients and provided insurance expertise throughout the sales and delivery process. Recognized cross-selling opportunities and referrals from existing customers and used the appropriate tools and resources to close the sale on new business prospects.
2006 - 2011
Dani Davies Production
Drafted new business proposals and attended marketing/social events as an avenue of
business generation and retention. Developed and finalized outgoing correspondences ranging from memos and letters to investment and sponsorship proposals. Assisted in allocating budgets for various production and events. Solicited and delegated services from various event contractors. Organized and maintained business documents, contracts, and customer portfolios in electronic databases. Set up tracking system for revenues and expenses utilizing Microsoft Office Suite and QuickBooks
Financial Assistance Administrator
2005 - 2006
American Red Cross
Assisted in providing temporary financial relief to the victims of hurricane Katrina and Rita through the
American Red Cross. Verified and authenticated the victim’s identities, addresses and dependent’s by accessing several different government census databases utilizing PeopleSoft. Cross referenced American Red Cross databases to verify there were no fraudulent attempts to retrieve
benefits. Allocated appropriate benefits for the victims according to size of family or number of dependents.