Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals.
Experienced with troubleshooting and optimizing digital systems to ensure seamless operations. Utilizes advanced technical skills and innovative problem-solving techniques to deliver high-quality solutions. Knowledge of adapting to new technologies swiftly and working collaboratively within team environments to achieve project goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent
USAA International
02.2022 - Current
Analyze client risk profiles and develop tailored insurance solutions, focusing on comprehensive coverage optimization and strategic risk assessment.
Partner with underwriting teams to structure optimal coverage solutions, facilitating smooth policy implementation and member onboarding.
Create data-driven insurance solutions by analyzing client risk profiles, leading to improved portfolio protection and reduced exposure to potential risks during P3 initiative.
Client Relations Sales Manager
Subaru of Newton
02.2017 - 03.2020
Implemented weekly CRM strategies to increase digital foot traffic with customer interactions, which resulted in a conversion rate increase of 12% over previous year.
Engineered data-driven sales strategies by analyzing market trends and customer preferences, creating targeted solutions for diverse client segments.
Orchestrated market research and competitive analysis to identify growth opportunities, while developing dynamic pricing strategies and sales forecasting models.
Automotive Sales Manager
Johnstons Subaru
Middletown, NY
05.2013 - 02.2017
Exceeded sales forecasting by 20% from 2015 through 2017 by utilizing data analytics to predict market trends and adjust sales strategies accordingly.
Leveraged eLeads, CDK, DealerTrack, CUDL, AutoTrader, TrueCar, vAuto, KBB and other resources to drive new and used car sales.
Conducted comprehensive market research to identify emerging trends in the automotive industry and make informed decisions regarding inventory offerings accordingly.
Co-General Manager
Sams Club
06.2009 - 05.2013
Increased overall team efficiency by implementing an innovative management program called "The CIR Program" (coaching in reverse).
Improved operational efficiency by analyzing workflows, identifying bottlenecks, and implementing targeted process improvements.
Enhanced customer experience by implementing targeted service improvements based on client feedback and market research data.
Education
Some College (No Degree) - IT Support Professional (CompTIA ITF & A+)
CompTIA
Downers Grove, IL
MBA - Public Administration
American Public University
Charles Town, WV
01.2022
BA - Business Administration
American Public University
Charles Town, WV
01.2017
Associate of Applied Science - Accounting
Ashworth University
Norcross, GA
01.2009
Skills
Skilled in utilizing Adobe Analytics
Experienced in Tableau visualization techniques
Collaborative project coordination
Critical thinking and analysis
Skilled in managing competing priorities
Certification
International Insurance Agent (2023)
Insurance Agent IP1 & IP2 (2022)
Timeline
Insurance Agent
USAA International
02.2022 - Current
Client Relations Sales Manager
Subaru of Newton
02.2017 - 03.2020
Automotive Sales Manager
Johnstons Subaru
05.2013 - 02.2017
Co-General Manager
Sams Club
06.2009 - 05.2013
Some College (No Degree) - IT Support Professional (CompTIA ITF & A+)