Successful and seasoned Insurance Professional with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
23
years of professional experience
Work History
Pacific International Underwriters
Mill Creek, WA
Commercial Auto Underwriter
06.2023 - 02.2024
Job overview
Self-motivated, with a strong sense of personal responsibility.
Proven ability to learn quickly and adapt to new situations.
Managed time efficiently in order to complete all tasks within deadlines.
Demonstrated respect, friendliness and willingness to help wherever needed.
Excellent communication skills, both verbal and written.
Organized and detail-oriented with a strong work ethic.
Developed and maintained courteous and effective working relationships.
Berkshire Hathaway Homestate Ins Companies
Marketing Manager
06.2008 - 04.2023
Job overview
Coordinated & Managed service teams for large national accounts, resulting in average claims cost reduction of 67%.
Created and expanded sales presentations to new and existing customers increasing net sales revenue by 65% in sales.
Successful in closing sales through face to face service team presentation and negotiation (85% bind ratio on new business presentations).
Pursued and piloted different CRM platforms to improve creative sales skills and influence decision-makers.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Managed accounts to retain existing relationships and grow share of business (average renewal retention 96%).
Organized promotional events, trade shows, volunteer opportunities, and interacted with community to increase sales volume.
Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Safeco Insurance Company
Seattle, WA
Commercial Lines Field Underwriter
07.2001 - 06.2008
Job overview
Proven ability to learn quickly and adapt to new situations.
Worked well in a team setting, providing support and guidance.
Proved successful working within tight deadlines and a fast-paced environment.
Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
Passionate about learning and committed to continual improvement.
Skills
Persuasive Selling
Strong Communicator
Industry Collaboration
Account Retention
Account Management
Prospect Management
Policy Management Expertise
Team Training
Production Goals
Loss Analysis
Partnership Management
Proposal Preparation
Carrier Relations
Property and Casualty Insurance Sales
Agency Management System 360
Appointment Management
Risk Management
Insurance Recommendation
Underwriter Collaboration
Agent Support
CRM Tracking
Salesforce Administration
CIC
Industry Trade Shows & Conventions
Service Team Management
Accomplishments
Managed service teams across the nation for large, national and international commercial clients.
Assisted agency partners to qualify for higher profit sharing compensation by providing annual goals and monthly check-ins to track progress.
Successfully maintained an average annual client retention of 96%.
Met and exceeded production goals YOY by an average of 22%.
Table Games Dual Rate Dealer/Floor Supervisor at Imperial Pacific International CNMI LLCTable Games Dual Rate Dealer/Floor Supervisor at Imperial Pacific International CNMI LLC