Amanda McKinney
Bristol,VA
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
13
13
years of professional experience
Work History
Insurance Advisor
Felty Insurance Agency
10.2016 - Current
- Created a questionnaire to determine all possible needs of new and current customers, writing an average of three products for each customer and generating an increase in sales.
- Developed a $1,000,000+ book of business in less than four years by continually learning new products and offering those products to new and current customers.
- Achieved greater than 97% phone and email answer rate by making non-sales focused, check in calls with all customers throughout the year, including birthdays and significant life dates, which increased conversions of sales-based contact.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Active Life and Health License in VA & TN.
- Active Property and Casualty License in VA & TN.
Marketing Coordinator
MEADE TRACTOR
09.2015 - 10.2016
- Manage and provide support to the Sales Team.
- Planned and executed internal and external marketing events.
- Boosted brand awareness with target customer demographics with social, print, and email campaigns.
- Created engaging brochures and flyers to use for promotional materials and distribution.
- Composed daily posts for social media and helped build corporate presence on Twitter, Facebook, and Instagram.
- Answered general marketing department inquiries by email, phone, and mail.
- Collaborated with cross-functional teams to establish successful execution of projects and campaigns.
- Research to identify clients, sector opportunities, and competition.
- Coordinate events including meetings, speaking engagements, seminars, trade shows and exhibits.
- Monitor corporate communications plan and strategy for uniformity in message, including templates, tag lines, and logo usage.
- Monitoring and budget recording for the marketing spending.
- Provide status reports on overall marketing activities.
- Developed and executed marketing plans for trade shows and other events to increase brand awareness.
- Managed relationships with external vendors and contractors to acquire mutually benefiting contracts and successful project delivery.
- Managed workflow between staff, coordinating documents and creative material distribution.
- Organized logistics for marketing and proposal strategy meetings.
- Devised content strategy to effectively engage target audiences.
Payroll Specialist/HR Assistant
MEADE TRACTOR
03.2015 - 09.2015
- Processed payroll in an accurate and efficient manner, in compliance with established company policies and procedures using Paycom.
- Weekly 401(K) remittances, and completion of quarterly and annual reports.
- Entered high volumes of data with precision.
- Fulfilled assigned duties within the allotted time.
- Coordinated with Human Resources and responded to staff inquiries regarding paychecks, withholdings, etc.
- Resolved payroll discrepancies quickly and successfully.
- Provided customer service to employees regarding payroll inquiries and issues.
- Maintained strict confidentiality of all payroll information and records.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Created new hire and termination documents for payroll.
- Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings.
- Managed and updated employee benefits information.
- Developed and implemented payroll procedures to streamline workflow.
Benefit, Tax & Payroll Specialist
B&W Y-12 National Security Complex
11.2013 - 06.2014
- Completed payroll for over 2,500 employees on a weekly basis using SAP.
- Maintained employee records according to government procedures with accuracy and confidentiality.
- Audited, reconciled and developed payroll reports.
- Prepared policies and procedures for the Finance Department.
- Researched payroll issues/discrepancies and processed necessary corrections.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
Personnel Security Specialist
B&W Y-12 National Security Complex
07.2010 - 11.2013
- Managed and enforced all security policies, procedures, and requirements; advise government officials on the impact of these requirements on an organization's mission and operations.
- Work with other team members to develop, document, and implement procedures for major aspects of the personnel security program.
- Maintained a Top-Secret security clearance.
- Maintained records and produced periodic reports on the status of projects, assignments, and clearance requests.
- Use existing personnel reporting systems to track and update personnel security activity and run reports for senior management.
- Work with multiple departments to verify all security clearances and visit certification requests.
- Assist with other complex personnel issues by using research, analytical, writing and oral presentation skills to document and summarize information.
- Maintained confidentiality of classified and sensitive materials.
- Assembled and maintained applicant files.
- Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
- Responded quickly to emergency situations to assess and deflect issues.
- Worked independently and collaboratively to resolve urgent issues to protect lives and property.
- Gathered information, identified, and implemented resolution, planned follow-up and logged and filed incident report to successfully manage complaints.
- Issued access cards to authorized personnel to monitor access points.
Education
Bachelor of Science - Business Administration And Management
The University of Virginia's College At Wise
Wise, VA05.2007
Skills
- Client Retention
- Customer Service
- Account Management
- Policy Renewals
- Leads Prospecting
- Client Relations
- Marketing Management
- Licensed Insurance Agent
- Employee File Management
- Documentation Skills
Timeline
Insurance Advisor
Felty Insurance Agency
10.2016 - Current
Marketing Coordinator
MEADE TRACTOR
09.2015 - 10.2016
Payroll Specialist/HR Assistant
MEADE TRACTOR
03.2015 - 09.2015
Benefit, Tax & Payroll Specialist
B&W Y-12 National Security Complex
11.2013 - 06.2014
Personnel Security Specialist
B&W Y-12 National Security Complex
07.2010 - 11.2013
Bachelor of Science - Business Administration And Management
The University of Virginia's College At Wise
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