- St. John's
- November 16, 2023
Results-driven and detail-oriented professional with a proven track record in leadership roles, financial management, and strategic business planning. Over 7 years of experience as an Insurance Broker, demonstrating expertise in maximizing revenues through effective sales strategies and a comprehensive understanding of insurance products. A collaborative leader dedicated to building and motivating high-performing teams. I bring a wealth of experience in driving business growth and delivering exceptional customer service. My track record as an Insurance Broker reflects my ability to analyze client needs, recommend appropriate solutions, and contribute to the success of the organizations I serve. I am now eager to bring my skills and dedication to a new challenge in the fields of financial, accounting, banking, or data entry.
Key Skills:
Financial Management, Strategic Planning, Stakeholder Relations, data entry, accounting, banking, computer skills, team leadership
Education
Experience
Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in
innovation and push progress.
Negotiated terms of business acquisitions to increase business base and solidify market presence.
Built productive relationships with industry partners and competitors to support strategic business
objectives.
Reviewed individual department performance and worked with leadership to improve processes,
procedures, and practices
Supervised billing, payroll, month-end, reconciliations, general ledger accounting and numerous other
financial processes.
Kept company in compliance with applicable local, state and federal financial regulations.
Lead committee meetings discussing budgets and related financial decisions.
Monitored budget and revenue trends, compiling reports for company leadership to inform decisionmaking.
Generated financial and operational reports to assist management with business strategy
Devised and presented business plans and forecasts to board of directors.
Communicated business performance, forecasts and strategies to investors and shareholders.
Oversaw divisional marketing, advertising and new product development.
Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
Represented organization at industry conferences and events.
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using
persuasive sales techniques.
Strategized with clients to create customized insurance policy packages while informing clients of
investment opportunities to protect assets.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Leveraged knowledge of company insurance products and services to advise customers on
appropriate choices.
Met with prospective customers and business owners in homes, businesses and other settings.
Tracked progress of all outstanding insurance claims.
Evaluated accuracy and quality of data entered into agency management system.
Called potential clients to set up appointments according to mutual availability
- Outsourcing of legal, accounting, marketing services, as well as services for automation and
systematization of business processes;
- Established foundational processes for business operations;
- Oversaw divisional marketing, advertising and new product development;
- Monitored key business risks and established risk management procedures;
- Initiated strategy to drive company growth and increase market share and profitability;
- Managed financial, operational and human resources to optimize business performance.
- Analyzing court cases and developing strategies for their support.
- Preparation of claims, objections, motions, statements, complaints, attorney's inquiries, etc.
representation in courts of all instances.
coordinating and controlling the work of lawyers in the company's branches (96 branches).
- Organizing the quality work of the department.
- Advocated for clients before court in oral argument by presenting facts and evidence in most favorable
light.
- Drafted readable and enforceable agreements, contracts and other legal documents to protect client's full
legal rights.
- Represented interests of clients in negotiations with regulators, external counsel and public authorities.
- Managed corporate and LLC-based legal transactions, coordinating document flow, and logistical
preparation for complex transactional closings.
- Drafted, reviewed and negotiated contracts and other legal documents to support client needs.
- Represented clients in administrative proceedings before government agencies.
- Developed legal strategies to protect client interests and resolve disputes.
- Developed strategies for court proceedings and negotiations.
Followed up on denied and unpaid claims to resolve problems and obtain payments.
Coordinated with insurance providers to verify customer's policy benefits in relation to claims.
Delivered timely information to insurance representatives to resolve common and complex issues.
Compiled department-specific reports to help senior managers identify trends and improve progress.
Created documents in accordance with payer guidelines and submitted to appropriate parties.
Checked documentation for accuracy and validity on updated systems.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer
expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Communicated with clients to understand property needs and preferences.
- Maintained connections with clients to encourage repeat business and referrals.