• Directed and coordinated insurance agency's financial and budget activities to fund operations, maximize investments, and increase efficiency.• Analyzed operations to evaluate performance of the insurance agency or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, or change.• Directed, planned, and implemented policies, objectives, and activities of insurance agency to ensure continuing operations, to maximize returns on… Show more • Directed and coordinated insurance agency's financial and budget activities to fund operations, maximize investments, and increase efficiency.• Analyzed operations to evaluate performance of the insurance agency or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, or change.• Directed, planned, and implemented policies, objectives, and activities of insurance agency to ensure continuing operations, to maximize returns on investments, or to increase productivity.• Prepared budgets for approval, including those for funding or implementation of programs.• Conferred with board members, organization officials, and staff members to discuss issues, coordinate activities, or resolve problems.• Implemented corrective action plans to solve organizational or departmental problems.• Presided over, and served on, boards of directors and management committees.• Negotiated and approved contracts and agreements with insurance companies, wholesale insurance brokerages, state insurance departments , and other organizational entities.• Coordinated the development and implementation of budgetary control systems, recordkeeping systems, or other administrative control processes.• Reviewed reports submitted by staff members to recommend approval or to suggest changes.• Delivered speeches, wrote articles, and presented information at meetings or conventions to promote insurance industry, exchange ideas, or accomplish objectives.• Interpreted and explained policies, rules, regulations, and laws related to the insurance industry to staff members.• Prepared and presented reports concerning activities, expenses, budgets, or other items affecting the insurance agency or insurance services.• Served as a liaison between insurance companies and policyholders.• Organized and approved promotional campaigns. Show less

In addition to my responsibilities as a Client Risk Advisor, I also had the following responsibilities:• Reviewed financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement.• Directed and coordinated activities of agency with the distribution of insurance services.• Directed administrative activities directly related to providing insurance services.•… Show more In addition to my responsibilities as a Client Risk Advisor, I also had the following responsibilities:• Reviewed financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement.• Directed and coordinated activities of agency with the distribution of insurance services.• Directed administrative activities directly related to providing insurance services.• Prepared staff work schedules and assigned specific duties.• Directed or coordinated financial or budget activities to fund operations, maximize investments, or increase efficiency.• Established or implemented departmental policies, goals, objectives, or procedures in conjunction with staff members and agency owner.• Performed personnel functions, such as selection, training, or evaluation.• Developed marketing strategies to compete with other agencies or companies who sell insurance.• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Show less

• Customized insurance programs to suit individual customers, often covering a variety of risks.• Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine and professional liability.• Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans.• Performed administrative tasks… Show more • Customized insurance programs to suit individual customers, often covering a variety of risks.• Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine and professional liability.• Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans.• Performed administrative tasks, such as maintaining records and handling policy renewals.• Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.• Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.• Conferred with clients to obtain and provide information when claims were made on a policy.• Interviewed prospective clients to obtain data about their needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.• Contacted underwriter and submitted forms to obtain binder coverage.• Selected company that offers type of coverage requested by client to underwrite policy.• Ensured that policy requirements were fulfilled, including the completion of appropriate forms.• Calculated premiums and established payment method.• Inspected property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk. Show less

• Constructed an investment management portfolio.• Analyzed insurance policies and documents.• Discovered the financial planning assumptions found in financial planning software.• Differentiated ways financial planners approach the main areas of financial planning.• Established recommendations for student loan planning.• Evaluated the tax implications of various personal and financial decisions.• Determined the likelihood of success in different client retirement… Show more • Constructed an investment management portfolio.• Analyzed insurance policies and documents.• Discovered the financial planning assumptions found in financial planning software.• Differentiated ways financial planners approach the main areas of financial planning.• Established recommendations for student loan planning.• Evaluated the tax implications of various personal and financial decisions.• Determined the likelihood of success in different client retirement scenarios.• Modeled an estate plan.• Developed my personal philosophy of financial planning Show less