Insurance professional prepared for role, bringing wealth of experience in risk assessment and client relationship management. Proven ability to deliver customized insurance plans that meet client needs. Strong focus on team collaboration and achieving results, ensuring reliability and adaptability in changing environments. Skilled in underwriting, claims processing, and client consultation.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Bridlewood Insurance Services
09.2023 - Current
Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
Leveraged networking events to establish connections with potential clients, increasing referral business opportunities.
Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
Certified Dietary Manager
Medical Solutions
11.2016 - 05.2024
Ensured compliance with federal, state, and local regulations by staying current on industry best practices and adapting procedures accordingly.
Achieved budgetary goals through effective cost control measures, including bulk purchasing and negotiating vendor contracts.
Enhanced food safety standards by implementing strict hygiene protocols and conducting regular staff training sessions.
Improved patient satisfaction by developing and implementing customized meal plans according to their dietary needs and preferences.
Successfully resolved patient concerns or complaints related to meals or service quality by taking prompt corrective actions when needed.
Fostered a positive work environment that encouraged teamwork, creativity, and open communication among staff members.
Managed a team of dietary aides, providing ongoing coaching and support to ensure high-quality meal services for patients.
Coordinated with vendors to source high-quality ingredients at competitive prices, maintaining strong relationships for long-term partnerships.
Interviewed, hired and trained dietary personnel to provide optimal service.
Licensed Insurance Broker
Platinum Supplemental Insurance Inc.
10.2020 - 07.2023
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Collaborated with peers and industry partners to develop innovative insurance solutions for niche markets or hard-to-place risks.
Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.
Increased client satisfaction by providing personalized insurance advice and policy recommendations.
Education
Certification - Certified Dietary Manager
University of North Dakota
Grand Forks, ND
06-2011
Skills
Goal-oriented mindset
Policy analysis
Industry regulations
Insurance products
Customer service
Licensed insurance agent
Customer follow-up
Client needs analysis
Operations management
Certification
Life and Health Insurance License - Wisconsin Department of Insurance.
Dietary Manager Certification (CDM, CFPP) - Association of Nutrition & Foodservice Professionals.
ServSafe Food Protection Manager Certification - National Restaurant Association.
Timeline
Independent Insurance Agent
Bridlewood Insurance Services
09.2023 - Current
Licensed Insurance Broker
Platinum Supplemental Insurance Inc.
10.2020 - 07.2023
Certified Dietary Manager
Medical Solutions
11.2016 - 05.2024
Certification - Certified Dietary Manager
University of North Dakota
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