Customer Service Insurance
Resume:
LORI HAUGEN
St. Louis Park, Minnesota 55426
************@*****.***
BUSINESS MANAGEMENT MARKETING DEVELOPMENT CUSTOMER
FOCUSED
Energetic, resourceful, marketing professional with considerable experience
developing creative business and marketing plans; engaging my passion for
setting up organizations for success and profitability using goal oriented
strategies, partnering with businesses, and managing processes toward
successful outcomes. Drawing on strong communication and interpersonal
skills to forge positive business relationships. Proven ability in
transforming vision into realities through effective planning and
execution.
Key Qualifications
. Goals driven
. Alliance builder
. Customer service
. Extreme attention for detail
. Proficient w/ Microsoft Office
. Team builder
. Leadership
. Relationship management
. Business cultivator
Accomplishments
Sales Manager 2006 - 2010
Allied Insurance Minneapolis
. Managed rapid growth of Sales Call Center, under partnership with
Wells Fargo, from 50 to 200 employees, responsible for all transfer
business fostering approximately $2,000,000.00 in revenue.
. Traveled extensively to ensure customer success and cemented
positive business relationships
. Assisted clients with product review, evaluation and pricing of
product lines and to develop an understanding of the company's
philosophy and market direction, fostering sales growth of 10%
average annually for assigned product lines
. Prospected to appoint and train quality independent agents,
consistent with geographic strategy of the Company
. Developed and executed Agency Management Plan's to infuse territory
growth objectives, including field visits, staff training,
production/loss detail, and managing underwriting department for
territory
. Terminated unproductive agencies via face to face meeting
Regional Marketing Representative 2001 - 2006
General Casualty Insurance Company
Eden Prairie, Minnesota
. Successfully developed, planned, and implemented agency business
plans including appropriate strategies for 60 agencies
. Facilitated agency perpetuation plans for a regional branch office,
garnering high volume and over $135 million in premium and creating
numerous positive relationships
. Performed competitive intelligence on an ongoing basis and alert
company to emerging trends, issues resulting in key policy changes
that provided crucial competitive advantages
. Responded to agency concerns and followed through to resolution
. Directed agency compensation programs, distributed profit share,
developed sales and growth targets for fledgling agencies,
resulting in successful growth of several start-ups into profitable
businesses
Regional Client Company Manager
Hartford Steam Boiler Inspection and Insurance Company 1993 - 2001
Minneapolis, Minnesota
. Managed national and regional client base, as primary point of
contact for specialized insurance needs
. Earned promotion to position for outstanding performance as
Production Underwriter
. Negotiated pricing and coverage, working directly with prospects
and clients to develop beneficial solutions for coverage while
adhering to detailed legal and contractual requirements
. Supervised, trained and motivated team of six direct reports,
documenting performance and conducting reviews
Production Underwriter
Hartford Steam Boiler Inspection and Insurance Company
Lisle, Illinois
. Responsible for risk selection, pricing and acceptance for
customers for specialized insurance throughout the Chicago Loop
area.
. Interfaced directly with brokers to resolve any underwriting
issues, ensure success of policy solution, and exploited
opportunities to up-sell products and contribute to overall
profitability
. Monitored and evaluated staff goals and adherence to practices and
procedures to promote a profitable growth cycle for the Chicago
Branch Office of 17% in year one and 19% in year two
. Exercised superior written and oral communication skills to resolve
issues as necessary and to maintain efficient continuity from
project to project
. Performed policy analysis, detecting contractual ambiguities and
avoiding potential legal and financial issues
. Analyzed client businesses in detail to determine risk and
eligibility, exposing my organization to minimal risk and maximum
profitability
Education
University of Minnesota, Minneapolis MN
Bachelor of Science
Insurance Institute of America
Certificate of General Insurance
Certified Insurance Counselor
Currently completed four of five part designation
Contact this candidate