Alexandria R Lord
Bountiful
Summary
Results-driven professional with a commitment to excellence and superior organizational skills. Knowledgeable in insurance and financial products, empowering clients to secure their futures. Demonstrated time management proficiency and ability to cultivate strong relationships with clients. Exceptional interpersonal skills enhance customer engagement and satisfaction.
Overview
18
18
years of professional experience
Work History
Benefits Advisor
Alight Retiree Health Solutions
Salt Lake City
07.2019 - 10.2024
- Cultivated a loyal network, generating consistent referrals from finance and investment retirees.
- Facilitated one-on-one consultations addressing individual client concerns and needs.
- Researched regulatory changes impacting retiree health benefits programs.
- Achieved 100% success rate in aiding Medicare agents nationwide to pass required exams, including AHIP and various state-specific certifications.
- Delivered ongoing support to agents, addressing inquiries related to writing Medicare policies for Health Reimbursement Account customers.
- Effectively managed customer inquiries and resolved issues using strong listening and negotiation skills.
Payment Services
Comcast Center of Excellence
Sandy
01.2017 - 06.2019
- Maintained composure in dynamic, high-transaction environment while resolving customer issues through rapport-building.
- Consistently exceeded established goals, ranking in top 12% based on performance metrics and customer surveys (94.5%).
- Achieved high performance through effective listening, problem-solving skills, and professional communication.
- Promoted customer satisfaction by providing knowledgeable and friendly service during problem resolution.
Table Games Dealer
Harrah’s Cherokee Casino
Cherokee
11.2015 - 11.2016
- SUCCESSFULLY worked in heavily regulated industry as a Table Games Dealer for Blackjack and Poker
- Provide Up-beat / Fast Paced environment – deal & play as many hands of the game as possible per hour – keeping players entertained & playing as long as possible
Sales Advisor
USTech Support
Arden
04.2013 - 10.2015
- Achieved top 1% sales ranking in remote PC maintenance services for business and personal devices.
- Educated customers on product features to enhance informed purchase decisions.
- Assisted customers in selecting products that align with specific needs.
- Resolved customer inquiries and objections promptly to facilitate sales closure.
Broker-Realtor
Keller Williams Professionals
Asheville
07.2009 - 12.2011
- Ranked in top 10% for listings and sales among Western North Carolina Realtors.
- Engaged clients through needs analysis to provide tailored investment solutions.
- Achieved 100% referral business by fostering strong client relationships.
- Trained agents on consultative sales techniques while assessing buyer requirements.
- Negotiated contracts between buyers and sellers, ensuring timely completions.
Primary Real Estate Instructor – Broker-Realtor
Cumbie Institute of Real Estate
Asheville
07.2006 - 12.2011
- Achieved NC Real Estate Commission approval for all three instructor levels within six months, expediting typical two-year timeline.
- Utilized exceptional training methods to surpass NCREC State Exam pass rate, achieving 81% compared to 61% average.
- Facilitated understanding of real estate transactions and contracts among students.
- Fostered an inclusive learning environment to encourage student participation.
- Guided students in preparation for state licensing examinations.
Education
MSSM - Systems Management
Viterbi School of Engineering, University of Southern California
Los Angeles, CABS - Business Management & Computer Science
University of Maryland
College Park, MDSkills
- Regulatory compliance
- Client consultation
- Benefits analysis
- Training and development
- Customer relationship management
- Problem resolution
- Time management
- Analytical thinking
- Interpersonal skills
Licenses Certifications Proficiencies
- Insurance License, Utah Property & Casualty # 624738, Utah Life & Accident / Health or Sickness, Annuities, LTC [Long-term Care]
- North Carolina Real Estate Commission [NCREC], Approved Instructor, #1442, for all levels of NC Real Estate courses, Prelicensing, Postlicensing, 3 Required Courses, All Annual Updates / Broker-in-Charge Updates / Continuing Education
- Microsoft Certified Office Expert, Excel, Word, PowerPoint, Access
Knowledge Qualifications
- Proactive Self-Starter – Strong ability influencing others
- Enjoy providing exceptional service to clients, developing rapport & ensuring their insurance needs – and expectations – are met
- Well-developed persuasion and negotiation skills
- Expertise with building, developing & growing customer base
Timeline
Benefits Advisor
Alight Retiree Health Solutions
07.2019 - 10.2024
Payment Services
Comcast Center of Excellence
01.2017 - 06.2019
Table Games Dealer
Harrah’s Cherokee Casino
11.2015 - 11.2016
Sales Advisor
USTech Support
04.2013 - 10.2015
Broker-Realtor
Keller Williams Professionals
07.2009 - 12.2011
Primary Real Estate Instructor – Broker-Realtor
Cumbie Institute of Real Estate
07.2006 - 12.2011
MSSM - Systems Management
Viterbi School of Engineering, University of Southern California
BS - Business Management & Computer Science
University of Maryland