Experienced insurance professional dedicated to expanding knowledge and expertise in the industry. Committed to personal growth, mentoring, and empowering others in their career paths. Continuously learning and staying updated on industry trends to drive success and innovation. Eager to join a dynamic team and make a positive impact in the evolving insurance landscape.
Overview
13
13
years of professional experience
Work History
Account Manager I • Specialist • Associate
USAA/USAA INSURANCE AGENCY
10.2016 - Current
Process improvement project - provided critical feedback for implementation of new EWL handling process
Beta-tested all carrier forms and applications
Research and provide resolution for member CEO escalations
Serve as an aid to my peers by assisting with individual department and carrier guidelines
Underwrite and manage risk appetite for new and existing customers
Manage client retention and promote products, sales, and service multiple lines of business
Handle a high volume of inbound correspondence with an above average SLO response time
Risk management with control development
Played an integral role in launching successful projects by coordinating tasks among team members while adhering closely to established timelines and budgets.
Optimized departmental processes with the implementation of innovative strategies, resulting in improved efficiency and reduced costs.
Exceeded sales targets consistently by employing strategic selling techniques and building long-lasting relationships with clients.
Managed a diverse team of professionals, fostering an inclusive work environment that encouraged collaboration and innovation.
Developed comprehensive risk management plan, significantly reducing potential disruptions.
Facilitated training sessions for new employees, ensuring smooth onboarding process.
Led cross-functional team to launch new product line, meeting all project milestones.