Summary
Experienced insurance broker with a focus on property and casualty insurance. Skilled in advising clients, resolving account issues, and cross-selling insurance products. Recognized for strong communication and organizational skills that drive client satisfaction and revenue growth.
Experience
- Advised over 200 clients annually on property and casualty insurance needs, resulting in a 22 percent increase in policy renewals.
- Resolved account discrepancies for 150+ member accounts, reducing outstanding issues by 35 percent.
- Cross-sold additional insurance products to 40 percent of clients, generating $180,000 in new revenue.
- Assessed client risk exposure for commercial and personal property, leading to tailored coverage recommendations and improved client retention.
- Backed up Account Managers during absences, ensuring uninterrupted client service and team productivity.
- Managed a portfolio of 120+ client accounts, achieving a 95 percent satisfaction rate.
- Conducted in-person consultations to identify client needs and recommend insurance solutions.
Education
Courses
- Property and Casualty Insurance License, State of Texas