Customer Service Operations Manager

PROFESSIONAL SUMMARY

Experienced leader seeking a career in Insurance Underwriting or Operations with a focus on integrating AI. Leveraged technology and leadership to streamline processes and exceed sales targets. Skilled in communication, marketing strategies, and team collaboration, consistently outperforming sales quotas while optimizing customer satisfaction and operational efficiency.

WORK EXPERIENCE

Team Lead of Licensed Insurance Agents - Simply Business, LLC September 2021 - October 2024

Leveraged technology to enhance data analysis using looker which increased reporting by 40%

Won New Sales Agent of the year Award for my production and team leading attributes during the 2023 fiscal year

Coordinated with other departments to assist in developing Artificial Intelligence Chat Bot to assist customers after work hours that projected to increase online sales by over 55 sales per week

Personally sold over $2 million in premiums with over 612 policies in a book of business.

Product line consists of General Liability, Professional Liability, Business Owners' Policies, Inland Marine, and Workers Compensation.

Partnered with 17+ A Rated carriers including Hiscox, Spinnaker Insurance, Markel, Accredited, RLI, bIBERK, Employers, Cerity, etc.

Maintained detailed records of all client interactions using agency management software systems that keeps track of all notes, sales, and appointments for each client.

20

Licensed Life Insurance Agent - SelectQuote Insurance Services November 2021 – September 2022

Generated over 462 Final Expense Life Insurance Policies for a total of $1,2 million in Annualized Premiums.

Finished in Top 10 of the company out of 257 sales for total sales, premium, and policies per customer

Awarded sales agent of the Month 3 times for my total policies, premiums sold and customer feedback

Generated referrals through excellent customer service and great rapport building

Was recognized for my leadership helping new and veteran agents determine if a policy would pass underwriting for multiple carriers.

Studied Underwriting policies for each carrier on my own time so I could understand each carriers appetite for certain health conditions.

Implemented a needs-based analysis by asking open ended questions to make sure the customer would qualify

Used the CRM and Excel to create monthly financial statements for my Regional Manager discuss Profit and Loss

Responsible for meeting monthly, quarterly, and annual revenue quotas for new membership acquisitions.

Met and exceeded new membership quotas each month which was predetermined based on previous months financial data

Hired, trained, and developed staff to achieve sales quotas while implementing strategic marketing strategies.

Turned around a club’s profit and loss by, reversing a -$74,000 monthly loss to a net positive of $3,042 within one fiscal year

Implementing an effective sales strategy and promoting the club via social media.

Managed member retention through excellent customer service and implemented changes suggested by members. General Manager of LA Fitness Fitness Internation, LLC January 2018 - October 2021

RYAN SEWELL

Email:

1.LinkinedIn – www.linkedin.com/in/ryan-sewell1686 2.Instagram - https://www.instagram.com/ryan.sewell2105 3.Facebook - https://www.facebook.com/ryan.sewell2105 SKILLS

• Financial Data Analysis

• Marketing Strategies

• Data Analysis

• Underwriting Analysis

• Meeting sales Quota

• Experienced with CRM’s

• Adaptable to company goals

• Strategy Implementation

Financial and Accounts Payable Supervisor

Robertson, Anschutz, & Schneid, LLP Boca Raton, FL January 2014 – January 2017

Evaluated operational costs and identified areas of improvement.

Responsible for managing a team of employees creating invoices for clients on behalf of our litigation attorneys

Assisted in the development and implementation of new software increasing the output in invoices by over 120% per day

Developed strategies to reduce costs by 30% eliminating overtime for employees. and

Increase efficiency levels within the department by 40% in invoices paid by decreasing attorney submission mistakes EDUCATION

B.S. - Risk Management and Insurance - University of Georgia, Georgia

Relevant Coursework:

o Policies, Procedures and Underwriting Guidelines o Forecasting Risk through Data Analysis, Underwriting Real Property, Finance and Investment Risk CERTIFICATIONS

Life and Health Insurance License - In over 20 states

Property and Casualty License – All 50 States

VOLUNTEER WORK

Boca Raton Splash Day Boca Raton, FL July 2015

Piedmont Park Backpack Giveaway to Under Privileged April 2023

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