Abbie Crowe
Alliance,Ohio
Summary
Dynamic Client Program Advisor with a proven track record at Protective Asset Protection, excelling in strategic consultation and financial analysis. Adept at enhancing profit participation structures and driving process improvements. Recognized for exceptional customer service and effective communication, fostering strong relationships with stakeholders to achieve client goals.
Overview
10
10
years of professional experience
Work History
Client Program Advisor - Wealth Building
Protective Asset Protection
03.2022 - Current
- I leverage my subject matter expertise to provide strategic consultation, drive improvements in participation portfolios, and ensure alignment with client goals and regulatory requirements.
- Consult with Shareholders / Dealer Principles on profit participation structures, making recommendations to enhance wealth based on financial analysis.
- Support Field Sales team, collaborating with leadership and accounting to engage Shareholders / Dealer Principles of profit participation companies, optimizing their participation structures for finance and insurance products.
- My role involves close collaboration with key stakeholders, internal sales team, external Agents and investment managers to deliver actionable insight and effective solutions.
- Coordinate information flow among dealer partners and internal/external resources for business plans, trust accounts, and tax returns.
- Represent and Present for the Client Wealth Department at industry events and agency conferences.
- Facilitate sales training sessions focused on Client Wealth Building strategies.
Service Advisor/ Team Trainer
General RV Center
North Canton, OH
08.2017 - 03.2022
- Trained new employees as Service Advisors through an 8-week program, developing schedules and providing comprehensive instruction on customer service and RV service best practices.
- Communicated with customers to identify RV repairs and maintenance needs.
- Assist customers in recommending additional products and services that will enhance their RV experience.
- Conducted quality control checks on repairs to ensure standards were met.
- Ability to clearly explain technical issues to customers and how the issue can be repaired
- Submitted detailed repair orders to ensure clarity and accuracy of required repairs and maintenance.
- Generated invoices and documented all repairs accurately and efficiently.
- Schedule service appointments
- Followed up with customers to gather feedback and enhance overall service experience.
- Facilitating work for Service center and Body shop
Front Desk Receptionist/ Accounts Receivable
Lavery Automotive
Alliance, OH
09.2015 - 08.2017
- Maintained the front desk receptionist area in a clean and organized fashion.
- Greeted customers, answered questions, and directed them to appropriate areas of the dealership to enhance customer experience.
- Answered all incoming calls and directed them to their appropriate extension. Approximately 60 extensions on our phone system.
- Issued temporary vehicle tags to facilitate customer purchases.
- Recorded customer payments via cash, check, or card for all departments, ensuring accurate financial tracking.
- Audit repair orders and parts tickets.
- Executed accounting and organizational tasks to streamline workflow across departments.
- Performed filing for many different departments within the dealership.
- Create purchase orders.
Education
Associates - Psychology
Stark State College
Canton, OHSkills
- Client Engagement
- Financial analysis
- Regulatory compliance
- Strategic consultation
- Project management
- Customer relationship management
- Process improvements
- Continuous improvement
- Problem Solving
- Time management
- Team leadership
- Communication
- Presentation skills
- Team leadership
Personal Information
Authorized To Work: US
References
References available upon request.
Timeline
Client Program Advisor - Wealth Building
Protective Asset Protection
03.2022 - Current
Service Advisor/ Team Trainer
General RV Center
08.2017 - 03.2022
Front Desk Receptionist/ Accounts Receivable
Lavery Automotive
09.2015 - 08.2017
Associates - Psychology
Stark State College