Adrienne Eller
Concord,NC
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Independent Insurance Producer
LifeCross
01.2023 - Current
- Increased client base by implementing targeted marketing strategies and building strong relationships with potential clients.
- Secured new business through effective communication of insurance product benefits and features to prospective clients.
- Streamlined customer service processes, enhancing customer satisfaction and strengthening client retention rates.
- Collaborated with underwriters to customize insurance products for individual client needs, ensuring optimal coverage levels.
- Developed comprehensive knowledge of various insurance products, staying current on industry trends and market changes.
- Conducted thorough risk assessments for clients, identifying potential areas of concern and devising appropriate coverage solutions.
- Utilized advanced CRM systems to manage client data, track sales progress, and identify opportunities for upselling or cross-selling services.
- Negotiated favorable policy terms with carriers on behalf of clients, securing cost-effective coverage options that met their unique requirements.
- Provided ongoing support to existing clients by conducting annual policy reviews and recommending necessary adjustments based on life events or changing needs.
- Maintained compliance with state licensing requirements by completing continuing education courses as needed.
- Assisted clients in navigating complex claims processes, advocating for fair settlements while maintaining positive carrier relationships.
- Delivered exceptional customer service by addressing client inquiries promptly and thoroughly, resulting in high levels of satisfaction and repeat business referrals.
Administrative Assistant
David A. Beaver, Attorney-at-Law
01.2009 - Current
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Drafted correspondence and other documents for CEO and department heads in company's voice.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
Registered Nurse
Stanly Regional
05.1996 - 11.1997
- Improved patient outcomes by implementing evidence-based nursing interventions and individualized care plans.
- Reduced hospital readmissions through effective discharge planning, patient education, and follow-up care coordination.
- Enhanced patient satisfaction by providing compassionate, holistic nursing care that addressed physical, emotional, and spiritual needs.
- Streamlined medication administration processes for increased safety and accuracy during busy shifts.
- Collaborated with interdisciplinary teams to develop comprehensive treatment plans for complex patients with multiple comorbidities.
- Prevented the spread of infections by consistently adhering to strict infection control protocols and educating patients on proper hygiene practices.
- Conducted thorough patient assessments to identify changes in condition, promptly notifying physicians and initiating appropriate interventions when necessary.
- Promoted a culture of safety within the healthcare facility by participating in quality improvement initiatives, identifying potential hazards, and advocating for best practices in nursing care delivery.
- Facilitated patient transitions between different levels of care, ensuring continuity of services and minimizing disruptions in treatment plans.
- Administered medications safely according to established guidelines while closely monitoring for side effects or adverse reactions requiring intervention.
- Contributed to interdisciplinary team meetings by presenting relevant clinical data about patients'' progress toward reaching established goals of care.
- Provided support for patients'' families during difficult medical decisions or end-of-life care, serving as a liaison between the healthcare team and loved ones.
- Utilized critical thinking skills to prioritize nursing interventions based on patients'' acuity levels and individual needs.
Education
Bachelors Of Science - Nursing
University of North Carolina At Greensboro
Greensboro, NCSkills
- Policy Analysis
- Financial Planning
- Claims Handling
- Team collaboration
- Underwriting expertise
- Attention to detail
- Empathy and understanding
- Client relationship management
- Ethical conduct
- Industry knowledge
Certification
- Licensed Life Insurance Producer- January 2023
Timeline
Independent Insurance Producer
LifeCross
01.2023 - Current
Administrative Assistant
David A. Beaver, Attorney-at-Law
01.2009 - Current
Registered Nurse
Stanly Regional
05.1996 - 11.1997
Bachelors Of Science - Nursing
University of North Carolina At Greensboro