Alexis Hellow
Wilmington,NC
Summary
Highly motivated individual with a desire to take on new challenges with a history of meeting company needs through
consistent and organized practices. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at
working effectively and quickly mastering new skills.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Account Manager
Franklin Rouse State Farm
Wilmington, NC
02.2025 - Current
- Managed client accounts, ensuring high satisfaction and retention rates.
- Championed the health insurance division, driving business growth.
- Resolved complaints promptly by maintaining comprehensive knowledge of products and services.
- Collaborated with teams to enhance workplace productivity and morale.
- Increased online presence by over 50% through effective SEO strategies.
- Coordinated with underwriting, claims, and vendors to address complex customer issues.
- Exceeded customer expectations by developing innovative solutions for policy and claim management compliance.
Associate Financial Representative
The Breit Group - Northwestern Mutual
Wilmington, North Carolina
05.2023 - 08.2024
- Assisted in developing financial plans for clients to help them achieve their long-term goals.
- Maintained up-to-date knowledge of products, services, regulations, policies, and procedures.
- Eliminated financial discrepancies, ensuring accurate reporting to senior leadership.
- Responded promptly to client inquiries regarding account information or transactions.
- Worked closely with internal teams, such as legal, compliance, and operations, to ensure regulatory requirements were met.
- Managed operations for six certified financial planners' portfolios effectively.
Manager
Tap Tea Bar
Wilmington, NC
04.2021 - 02.2023
- Established processes to ensure efficient workflow organization-wide and developed the first employee handbook.
- Analyzed customer feedback data to formulate action plans for service improvements.
- Enforced customer service standards to resolve issues and maintain quality.
- Ensured compliance with applicable laws, regulations, and industry standards.
- Oversaw marketing initiatives, boosting brand awareness and sales via social media.
- Coordinated multiple promotional events to enhance customer engagement and strengthen brand presence.
Education
Bachelor of Science - Business Administration
University of North Carolina Wilmington
Wilmington, NC12-2023
Skills
- Financial Planning
- Project Management
- Account Management
- Critical and Creative Thinking
- Problem-Solving
- Regulatory compliance
- Quality Assurance
- Customer Retention
Certification
- NC Life Insurance License
- NC Health Insurance License
- NC Long Term Care License
- NC Property Insurance License
- NC Casualty Insurance License
Timeline
Account Manager
Franklin Rouse State Farm
02.2025 - Current
Associate Financial Representative
The Breit Group - Northwestern Mutual
05.2023 - 08.2024
Manager
Tap Tea Bar
04.2021 - 02.2023
Bachelor of Science - Business Administration
University of North Carolina Wilmington