Excellent communicator and dependable team player with a strong understanding of the insurance industry. Adept at building relationships with clients, brokers, and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with a strong ability to identify potential risks and develop solutions.
• Advised clients on various insurance products, including life, health, auto, and property insurance, to meet their individual needs and financial goals.
• Built and maintained a loyal client base through excellent communication, relationship-building, and timely follow-ups.
• Conducted comprehensive policy reviews to ensure clients' coverage remained aligned with their evolving circumstances.
• Collaborated with underwriters and claims departments to expedite policy issuance and facilitate seamless claims processes.
• I have consistently exceeded my monthly quota by 50% and have received the end-of-year goal certificate for the past 8 years in a row.
• Evaluated insurance applications, assessed risks, and determined appropriate coverage levels and premiums for diverse lines of business.
• Conducted thorough risk analysis by reviewing applicant information, financial documents, and industry trends to make well-informed underwriting decisions.
• Collaborated with agents and brokers to provide guidance on risk mitigation strategies and negotiate terms for challenging cases.
• Played a key role in refining underwriting processes, contributing to increased efficiency and accuracy within the underwriting department.
• Led the development and administration of employee benefits programs, including health insurance, retirement plans, and wellness initiatives.
• Managed open enrollment processes, communicating plan options, guiding employees through selections, and ensuring accurate enrollment data.
• Collaborated with benefits providers and brokers to negotiate terms, review contracts, and optimize plan offerings, resulting in cost-effective solutions.
• Conducted benefits orientations, seminars, and workshops, providing employees with a clear understanding of their options and maximizing plan utilization.
• Addressed employee inquiries regarding benefits, resolving issues promptly, and maintaining a high level of employee satisfaction.
• Oversaw a team of 12-14 associates, providing guidance, mentorship, and performance feedback to ensure high-quality service delivery and adherence to company standards.
• Managed daily operations, including staff scheduling, task assignment, and resource allocation, optimizing team productivity and efficiency.
• Collaborated with cross-functional teams to implement process improvements.
• Conducted regular performance evaluations, identified development areas, and implemented training programs to enhance team members' skills and career growth.
• Acted as a point of escalation for complex customer inquiries, resolving issues promptly and ensuring customer satisfaction.
• Led team meetings, disseminating key updates, best practices, and performance targets, fostering a cohesive and motivated work environment.
• Assisted customers via phone, email, and chat with product inquiries, order status updates, and issue resolution, maintaining a high level of professionalism and empathy.
• Addressed and resolved customer complaints and concerns in a timely manner, achieving a quota and handling upsell of new product lines.
• Provided accurate and comprehensive information about products, services, and company policies to guide customers in making informed decisions.
• Collaborated closely with cross-functional teams, including sales and technical support, to ensure seamless customer experiences.
• Maintained detailed records of customer interactions and feedback to identify trends and opportunities for service improvement.