With a proven track record my leadership in operations and deep understanding of insurance products have driven continuous improvement and client satisfaction, making me a valuable asset to any team. As a team leader with over 12 years of experience, I am well-versed in client services and employee management. I am seeking a position where I can leverage my skills to contribute meaningfully to the success of the company.
Overview
12
12
years of professional experience
Work History
Senior Insurance Agent
Wiglesworth Rindom Insurance Agency
10.2023 - 11.2024
Deep understanding of insurance policies/coverage (Property, Wind, Auto, Liability & Commercial, etc), underwriting guidelines, and claims processes.
Skilled at efficiently resolving customer inquiries and issues, with the ability to address complex concerns and develop effective solutions that align with both client needs and company policies.
Expert in evaluating risk and recommending appropriate coverage, while assessing clients' insurance needs through consultations and providing tailored solutions.
Skilled in analyzing market trends and client data to make informed decisions, and identifying cross-selling opportunities within the existing client base to maximize revenue potential.
Developed strong relationships with underwriters to ensure timely policy issuance and competitive pricing. Demonstrated clear communication with clients, internal teams, and partners, and presented complex insurance products in an easily understandable way.
Skilled in negotiating policy terms, pricing, and coverage options to meet client needs. Managed a diverse portfolio of clients, consistently meeting or exceeding sales targets.
Experienced in overseeing multiple tasks and projects, including client accounts, renewals, and administrative duties. Reviewed policy applications for accuracy and completeness, minimizing delays in processing. Cultivated long-lasting professional relationships with clients and carriers through consistent communication and follow-ups
Proficient in CRM systems, underwriting software, and policy management tools (e.g., Salesforce, EZLynx, PolicyCenter, etc). Utilized CRM software to effectively manage client relationships and ensure the accurate, thorough, and timely completion of insurance applications, claims, and reports. Ensured policies were compliant with internal standards and industry regulations.
Demonstrated the ability to work effectively in a remote setting, consistently achieving goals and exceeding expectations for performance and productivity.
Developed strong relationships with underwriters, ensuring timely policy issuance and competitive pricing.
VP of Operations
Wiglesworth Rindom Insurance Agency
10.2019 - 10.2023
Recruited, hired, and trained personnel; developed comprehensive training procedures, manuals, and resources, ensuring successful implementation. Evaluated existing workflows to identify inefficiencies and proposed innovative solutions that improved organizational productivity.
Managed large-scale projects, ensuring timely completion and alignment with project goals in efficient manner.
Led organizational restructuring efforts to enhance efficiency, streamline reporting lines, and eliminate redundancies, all while maintaining high levels of employee morale and engagement
Promoted a culture of continuous improvement by implementing operational best practices and providing ongoing training to staff members
Oversaw office and inventory management, ensuring efficient supply of resources and equipment for staff to support smooth daily operations,
Resolved complex customer and client issues, supporting lower-level employees and delivering exceptional service while using each interaction as a coaching opportunity to strengthen client relationships through effective issue resolution and communication skills
Monitored employee attendance and punctuality, acting as internal liaison between management, HR, and payroll to address recurring issues promptly and prevent development of long-term patterns
Led monthly meetings with team members and leadership to align on company goals and expectations, provide guidance, address issues, and foster open communication
Managed and developed agency's Service Team of 14 individuals, starting with no prior insurance knowledge and guiding them through obtaining their 4-40 licenses. Supported their growth to earn 20-44 or 2-20 licenses, ultimately elevating them to Insurance Agent status.
Account Manager/Agent (Personal & Commercial)
Wiglesworth Rindom Insurance
08.2012 - 09.2019
Delivered legendary service to foster and sustain strong client relationships by actively listening, showing genuine understanding, and applying deep insurance knowledge to meet each client’s unique needs.
Enhanced policyholder retention through effective communication, personalized account management, and prompt issue resolution.
Efficiently managed high volumes of inbound calls, emails, texts, and faxes, ensuring prompt and accurate responses across multiple communication channels to meet customer needs and maintain high satisfaction levels
Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
Maintained thorough knowledge of carrier guidelines and underwriting requirements, ensuring compliance with regulatory standards through meticulous record-keeping and adherence to company policies.
Handled calls while simultaneously updating CRM systems with precise client notes, fostering transparency and ensuring accurate records for team collaboration and client follow-up.
Expanded responsibilities to include identifying active sales opportunities with new prospects, cross-selling additional services to existing clients , and providing risk management advising to enhance and enhance and drive client account growth.
Skills
Excellent written & verbal communication
Patience, determination, and persistence in troubleshooting client and staff concerns and resolving challenges
Excellent problem-solving and analytical abilities
Proven leadership and organizational skills
Ability to prioritize and complete tasks efficiently and effectively
Lead Sales Representative at Liberty Mutual Insurance/Comparion Insurance AgencyLead Sales Representative at Liberty Mutual Insurance/Comparion Insurance Agency