Dominique Mustafa
Franklin,WI
Summary
Driven by integrity and a strong work ethic, I excel in risk management and customer satisfaction, demonstrated through maintaining over 95% client retention at USI Insurance. Skilled in Salesforce and data analytics, I've significantly contributed to business growth and client success in fast-paced environments, showcasing my analytical prowess and problem-solving abilities.
Overview
8
8
years of professional experience
Work History
USI Insurance
Preferred Client Advisor
06.2022 - Current
- Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
- Manage all pre-renewal activities for Preferred clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
- Respond to underwriters’ questions in a timely and professional manner. Maintain a high degree of accuracy in agency management and document management systems.
- Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
Senior Technical Support Specialist
Concentrix
06.2021 - 02.2024
- Observed and investigated customer renewal contracts for down sell renewal percentages and retained information to the Director of sales.
- Enhanced team productivity through regular training sessions on new technologies and industry best practices.
- Improved both sales and efficiency to North America region revenue for Redhat Technologies. - Data entry for all renewal accounts in West Regions performed and delivered to exceed sales pitch and renewal review to clients.
- Ultimately responsible for increasing Renewal at Par SYB percentages and customer satisfaction. Performed work in salesforce, salesforce cloud, supportable, and Tableau.
Business Development Specialist
BWO Insurance
04.2019 - 12.2022
- Expanding BWO commercial book of business with sale quotas, working with Small Business and Larger Corporations, Non-profit as well.
- Handled renewal review appointments, processed cancellation request along with COI’s. Handled incoming referrals from current clients and Personal Lines.
- Provided training and development to oncoming Team Members within our department.
- Knowledge in over 30 different insurance carriers
- Experienced in Applied Epic, Hawksoft, ECRM, ABS, Salesforce & Sagitta
Account Manager
State Farm
09.2016 - 02.2019
- Providing Personal Lines, Commercial, and Life Insurance needs to current and new business
- Team Lead for agency in a senior role, skills, experienced in training and development of new Team Members
- Experienced in using salesforce as a day-to-day software for workflow and CRM tool (ECRM & ABS).
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Handled renewal reviews for existing clientele.
- Attended Marketing and network events on behalf of agency locally and outsourced.
- Responsible for averaging over $10,000 each month in new business Revenue.
Education
P&C/Life License - Insurance
KAPLAN
WI11.2016
High School Diploma -
Greenfield High School
WI06.2016
Skills
- Integrity and ethics
- Microsoft Excel
- Tableau Software
- Data Analytics
- Risk Management
- Technical: Microsoft Office ( Excel, Word, PowerPoint) – Salesforce, Supportable, CRM Software, Data Analytics, SaaS Professional: Customer Satisfaction, Customer Success, Sales, B2B Environment, typing 65 WPM, Analytical, Problem Solving, Work Ethic, Goal Oriented, Technical Literacy, Communication, Experienced
- Experienced in Applied Epic, Hawksoft, ECRM, ABS, Salesforce & Sagitta
MATC – College Courses (Associates Program) Milwaukee, WI GPA 4.0 Honor Roll Relevant Coursework:
Working towards an Associates Degree
Timeline
USI Insurance
Preferred Client Advisor
06.2022 - Current
Senior Technical Support Specialist
Concentrix
06.2021 - 02.2024
Business Development Specialist
BWO Insurance
04.2019 - 12.2022
Account Manager
State Farm
09.2016 - 02.2019
P&C/Life License - Insurance
KAPLAN
High School Diploma -
Greenfield High School
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