Cierra Ramos
@cierraramos
Commercial insurance strategist and client success leader turning complex risk into scalable, tech-driven client experiences.
United StatesWhat I'm looking for
I’m a commercial insurance strategist and client success leader with 12+ years of experience driving growth across financial, healthcare, and professional service sectors. I independently designed and implemented Salesforce dashboards, automations, and cross-platform integrations to enhance visibility, forecasting, and client engagement. For the Moxie medical spa program, I built the national insurance infrastructure end-to-end, doubling client revenue in 12 months and supporting 528 policies with an 84% bind rate.
I’m client-first by design—turning complex insurance problems into simple, scalable solutions powered by technology and empathy. I’ve led programs and client portfolios with strong outcomes, including a $6M commercial book and a 97% retention rate, while reducing manual reporting by ~40% through Salesforce engineering and improving SLA-driven onboarding, quote tracking, and renewals. I bring a consultative, risk-anchored advisory approach that builds clarity, trust, and long-term retention.
Experience
Work history, roles, and key accomplishments
Redesigned internal workflow structures and improved NSS CL Inside Sales Hub navigation to prioritize key systems. Partnered with underwriting and sales stakeholders to identify workflow friction points using Salesforce and Power Apps.
Customer Success & Moxie Lead
Vouch Insurance
Jan 2022 - Jan 2025 (3 years)
Spearheaded development and national rollout of the Moxie Program for medical spas, doubling client revenue within 12 months. Built Salesforce dashboards and custom reports to reduce manual reporting by 40% and implemented automated workflows with Slack integrations for onboarding, quote tracking, and SLA alerts.
Commercial Lines Account Executive
Castello Insurance
Jan 2018 - Jan 2022 (4 years)
Oversaw a $6M commercial book across construction, energy, and healthcare sectors and maintained a 97% retention rate. Implemented Salesforce integrations with Applied Epic and Dropbox to centralize policy data and automate renewal tracking, and developed executive dashboards for forecasting and loss-ratio monitoring.
Managed a high-volume book of personal and small business accounts, consistently exceeding retention and cross-sell goals. Educated clients on multi-line coverage strategies and maintained onboarding/documentation standards to support compliance and premium service quality.
Education
Degrees, certifications, and relevant coursework
Cierra hasn't added their education
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United StatesAuthorized to work in
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