Transportation Insurance Risk Specialist

Transportation Insurance Risk Specialist
Local Insurance Agency – Georgia
April 2021 to Present

Secures over $200K in monthly premium through strategic client consultations and policy recommendations, earning Chairman’s Circle recognition.
Strengthens market positioning by providing precise policy recommendations across 20+ insurance providers, ensuring accuracy and alignment with industry standards.
Leverages data analytics to assess risk factors and identify cost-effective coverage solutions, ensuring optimal protection and regulatory compliance.
Optimizes insurance policy recommendations by analyzing IFTA, CAB, and Loss Run reports, securing 30% more competitive rates for transportation clients.
Partners with CEOs of trucking and towing companies to develop customized insurance plans that safeguard assets, minimize liabilities, and ensure financial stability.
Designs and executes risk mitigation strategies aligned with client operations, reducing claims by 50% and enhancing overall financial protection.
Fosters long-term client relationships through a consultative approach, delivering tailored insurance solutions and ensuring client satisfaction and retention.

Personal Lines Insurance Agent
Big Ten Insurance Agency – Michigan
October 2018 to April 2021

Recognized as a top-performing agent nationwide for highest auto and home insurance sales volume, surpassing sales targets by 250%.
Developed and executed client education strategies, ensuring prospects and clients understood insurance regulations and policies, increasing policy conversions by 250%.
Trained and mentored five employees on insurance products and client assessment strategies, leading to significant improvement in sales performance.
Researched competitors to highlight key advantages, successfully securing 250% more new business and strengthening market positioning.
Implemented effective lead management strategies, optimizing lead tracking, follow-ups, and closures using specialized software, resulting in 100% improvement in client acquisition.
Troubleshot and resolved software and system issues within a telemarketing environment, enhancing workflow efficiency and reducing downtime by 50%.

Sales Team Lead
Major Phone Service Carrier – Michigan
October 2015 to December 2016

Recognized for outperforming district sales standards by doubling monthly targets.
Provided in-depth product knowledge and personalized recommendations, ensuring customers fully understood product functionality and features, leading to a 500% increase in satisfaction scores and repeat business.
Conducted market research and developed new sales strategies, identifying untapped customer segments within the district and implementing targeted outreach efforts that increased conversion rates by 50%.
Managed overall business activities, including transaction processing, cash receipt audits, and inventory oversight, ensuring financial accuracy and a seamless customer purchasing experience.
Delivered hands-on product setup and training sessions, coaching customers on optimal usage and maximizing benefits of purchases, reducing return rates and increasing customer retention by 10%.
Participated in formal and informal training programs to enhance knowledge of retail store operations, staying informed on emerging market trends, competitor strategies, and product innovations, leading to a 500% improvement in sales strategy execution.

Technical Solutions Representative IV
Global IT Company – Michigan
July 2014 to October 2015

Delivered comprehensive guidance to 25+ employees on Microsoft Word, Excel, Outlook, and Access, enhancing productivity and workflow efficiency.
Diagnosed and troubleshot technical problems related to the Microsoft Office Suite, ensuring timely resolutions that minimized downtime and improved system reliability.
Set up and optimized end-user devices, improving overall efficiency.
Created and maintained detailed documentation of emerging and recurring technical issues, enabling faster troubleshooting and knowledge-sharing across the team, significantly reducing resolution times.

Associate of Business Management and Administration, 2018
Local College

Active P&C License
Active L&H License

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