Fred Davis
Montrose,CA
Summary
Insurance professional with +15 years of experience in sales, claims management, and office administration. Skilled in enhancing client portfolios, improving operational efficiency, and providing tailored insurance solutions. Expertise in risk assessment, project management, and financial analysis. Strong focus on client relationships, compliance management, and strategic collaboration. Effective communication skills include empathy, active listening, and a genuine interest in maintaining high levels of client satisfaction.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Self-Employed
Montrose, CA
01.2019 - Current
- Client Relationship Management: Cultivated long-term relationships with clients, resulting in a 30% increase in portfolio growth and a 25% improvement in client retention over a one-year period
- Underwriting Excellence: Led underwriting interviews with a 98% accuracy rate in determining eligibility, streamlining the submission process and reducing underwriting time by 20%
- Tailored Insurance Solutions: Delivered customized insurance coverage recommendations, increasing client satisfaction by 15% and improving cross-sell opportunities by 18%
- Risk Management Strategy: Advised clients on comprehensive risk management strategies, which helped reduce claims frequency by 10% and increased policyholder confidence
- Process Optimization: Spearheaded the implementation of a data-driven risk assessment process, cutting evaluation time by 30% while enhancing decision-making accuracy and efficiency
- Post-Sale Support: Maintained strong post-sale relationships with clients, leading to a 40% increase in renewals
Claims Administrator
Global Indemnity Group
Los Angeles, CA
07.2009 - 12.2018
- Claims Process Optimization: Oversaw the entire claims processing cycle, reducing claim resolution time by 25% through improved workflow management and process refinement
- Workflow Streamlining: Implemented new filing procedures, resulting in a 30% increase in efficiency by reducing paperwork and manual entry, which improved overall team productivity
- Cross-Department Collaboration: Coordinated with cross-functional teams to develop and implement claims tracking systems, boosting decision-making efficiency by 40% and ensuring smoother communication across departments
- Cost Reduction Leadership: Spearheaded the relocation of the department, achieving a 15% reduction in operational costs while maintaining service quality and minimizing downtime
- System Innovation: Engineered and launched an advanced claims tracking system that enhanced workflow efficiency, speeding up decision-making processes and reducing error rates by 20%
- Cross-Functional Partnerships: Fostered strong cross-departmental partnerships to create comprehensive monitoring frameworks, ensuring better tracking and handling of claims at every decision-making stage
- Adaptability in Fast-Paced Environments: Demonstrated the ability to seamlessly transition between multiple tasks, adapting to shifting priorities and maintaining high performance in a dynamic, fast-paced environment
- Executive Support: Partnered with key stakeholders to develop and refine tracking mechanisms, ensuring timely, accurate, and informed executive decision-making across the claims department
Office Administrator
Global Indemnity Group
Glendale, CA
07.2008 - 07.2009
- Claims Administration Support: Assisted with claims administration, helping to increase team productivity by 25% by enhancing workflow and minimizing processing delays
- Administrative Coordination: Coordinated administrative support for claims processing, ensuring seamless operations and boosting team collaboration, which resulted in faster turnaround times and improved client satisfaction
- Communication Optimization: Streamlined office communication systems, resulting in a 20% improvement in document accuracy and enhancing team efficiency by reducing miscommunication and administrative errors
- Records Management & Compliance: Organized claims files to ensure strict compliance with industry regulations, improving document retrieval time by 25% and supporting accurate records management for audits
Education
Bachelor of Science - Business Administration
Long Island University
Southampton, NYSkills
- Microsoft Office Suite
- AMS400
- ImageRight
- Financial analysis software
- Data visualization tools
- Sales management
- Client retention strategies
- Customer service excellence
- Risk assessment
- Compliance adherence
- Regulatory reporting
- Project planning
- Execution
- Cross-functional team coordination
- Data analysis
- Strategic planning
- Problem-solving
- Team collaboration
- Employee onboarding & training
- Leadership development
- Written communications
- Verbal communications
- Presentation skills
- Negotiation
Certification
- Notary Public, California, Los Angeles, 08/01/27
- Loan Signing Agent, California, Los Angeles
Community Service
- Volunteer, Eaton Fire Recovery Center, La Canada Community Center, 01/01/25
- Alumni Parent Volunteer, Crescenta Valley Instrumental Music Foundation, 2014 to Present
- Outreach Volunteer, St. George's Episcopal Church, 2014 to 2020
- President, Crescenta Valley Instrumental Music Foundation, 2017 to 2018
- Vice President of Publicity & Special Events, Crescenta Valley Instrumental Music Foundation, 2015 to 2017
- Volunteer, La Tuna Canyon Fire Relief Center, Crescenta Valley Park, 09/01/17
- Vestry Member, St. George's Episcopal Church, 2014 to 2017
Licenses
Life Insurance Agent, California, 12/31/25
Timeline
Life Insurance Agent
Self-Employed
01.2019 - Current
Claims Administrator
Global Indemnity Group
07.2009 - 12.2018
Office Administrator
Global Indemnity Group
07.2008 - 07.2009
Bachelor of Science - Business Administration
Long Island University
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