Carly Burnham, Mba, Cpcu Email and Phone Number
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(Pronouns: she/her/hers)Analytical, Results-Driven, Eloquent Professional. I am proficient in communicating detailed information,naturally logical and at ease in seemingly challenging situations. My poise and strong communication skills have been noticeable strengths throughout my career. These traits have garnered compliments from both colleagues and clients throughout my career.Accomplishments• Earned Chartered Property Casualty Underwriter designation in one year.• Ranked in the top 10% of agents at Nationwide Sales Solutions through December 2013.• Completed the 2013 Emerging Leaders Program at Nationwide Insurance in Des Moines, IA.• Met the sales quota to attend the 2013 Nationwide Life University Conference in Columbus.• Elected Treasurer of the Gen Y Associate Resource Group at Nationwide Insurance.• Ranked 5th out of 38 Agents in Life Insurance Sales in 2012 at Nationwide Sales Solutions.• Invited to participate in the 2012 Retention Advisory Council within Nationwide Sales Solutions.
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Product Development ManagerCuri Oct 2023 - PresentRaleigh, North Carolina, Us
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Advisory Board MemberInsurance Nerds Jul 2023 - PresentNaples, Florida, Us -
Co-Founder And Chief EditorInsurance Nerds Oct 2014 - Jun 2023Naples, Florida, UsInsurance Nerds is the go-to source for transformational talent development and career management serving the global insurance ecosystem.
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Product Development ManagerConstellation Jan 2022 - Oct 2023
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Portfolio UnderwriterConstellation Apr 2020 - Jan 2022
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New Product Development ManagerExplore Information Services Aug 2018 - Aug 2019Eagan, Mn, Us -
Account ExecutiveTravelers Oct 2017 - Aug 2018New York, Ny, Us -
Commercial UnderwriterErie Insurance Group May 2014 - Oct 2017Erie, Pa, Us -
Retention AgentNationwide Insurance Feb 2011 - May 2014UsOn a day to day basis, I coordinated and performed a comprehensive review of clients’ insurance packages to ensure appropriate protections are provided by Nationwide.I was known by colleagues as a go-to person for software assistance. In this position, I researched reasons for policies sold being credited for the wrong month and created a document outlining how to troubleshoot this issue which was shared with the retention management team. I consistently exceeded monthly sales goals and earned the opportunity to sell life insurance for Nationwide.• Maintained high quality of written policies with less than 2% underwriter initiated cancellations.• Coordinated and performed a comprehensive review of member’s insurance packages.• Managed time efficiently to meet client needs and achieve operational efficiency goals.• Utilized sales skills to present and supply products to existing and potential customers. -
Customer Service RepresentativeWells Fargo Financial Aug 2010 - Feb 2011I typically handled 100 calls per day. During these calls, I advised credit card customers about billing issues, explained benefits of the product to new customers and advised them about how the promotional options could best be used.I consistently met after call work, handle time, and adherence goals while maintaining 99% call quality rating.
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Office ManagerFarmers Insurance Sep 2004 - Jul 2010Woodland Hills, Ca, UsDuring my time as the Office Manager at Farmers Insurance-Bonnie J. Perkins Agency, I obtained my Property & Casualty and Life & Health Insurance licenses. I trained the staff and oversaw their work on a day to day basis. I was also tasked with preparing proposals for the sales agent, servicing current clients, and managing the agency website and Facebook page. In addition, I organized the annual open house and participated in a chapter of Business Networking International to generate leads for the sales agent.
Carly Burnham, Mba, Cpcu Skills
Carly Burnham, Mba, Cpcu Education Details
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Iowa State University - Ivy College Of BusinessGeneral -
American Institute Of CpcuChartered Property Casualty Underwriter
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University Of Minnesota DuluthFrench Minor
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Duluth Central High School
Frequently Asked Questions about Carly Burnham, Mba, Cpcu
What company does Carly Burnham, Mba, Cpcu work for?
Carly Burnham, Mba, Cpcu works for Curi
What is Carly Burnham, Mba, Cpcu's role at the current company?
Carly Burnham, Mba, Cpcu's current role is Passionate About Improving Knowledge Transfer and Culture of Insurance Organizations..
What is Carly Burnham, Mba, Cpcu's email address?
Carly Burnham, Mba, Cpcu's email address is ca****@****ail.com
What is Carly Burnham, Mba, Cpcu's direct phone number?
Carly Burnham, Mba, Cpcu's direct phone number is +121839*****
What schools did Carly Burnham, Mba, Cpcu attend?
Carly Burnham, Mba, Cpcu attended Iowa State University - Ivy College Of Business, American Institute Of Cpcu, University Of Minnesota Duluth, Duluth Central High School.
What are some of Carly Burnham, Mba, Cpcu's interests?
Carly Burnham, Mba, Cpcu has interest in Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.
What skills is Carly Burnham, Mba, Cpcu known for?
Carly Burnham, Mba, Cpcu has skills like Insurance, Property And Casualty Insurance, General Insurance, Sales, Underwriting, Customer Service, Customer Retention, Commercial Insurance, Liability, Life Insurance, Term Life Insurance, Microsoft Office.
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