Summary
Overview
Work History
Education
Skills
Timeline
Generic
Anne Maney

Anne Maney

Gaston,OR

Summary

As a detail-oriented service and sales expert who has experience in a variety of fields, I grow customer relations and consistently exceed new business goals and retention statistics. I do this naturally because I truly care about people which results in finding the best solutions for them which creates revolving referrals. I am dedicated to giving back to the community and promoting my company's brand. My strong interpersonal skills, hardworking attitude, and leadership qualities make me an asset to any line of business. I am seeking opportunities to expand my skills, drive company growth through the roof, and genuinely help people

Overview

13
13
years of professional experience

Work History

Insurance Agent

Allstate
Phoenix, AZ
02.2023 - 08.2023

• Navigated multifunctional systems to look up customer information and update
policies by asking probing questions to offer solutions & resolve customer issues.
• Updated existing policies and claims to reflect change in beneficiary, amount of
coverage or type of insurance.
• Reviewed documentation for appropriate rules/regulations, catching errors and
making revisions.
• Applied in depth insurance underwriting knowledge to evaluate and analyze
information.
• Collected payments, processed receipts and informed policyholders of
outstanding balances.
• Fostered strong relationships with current and prospective clients to maintain
client retention.

Insurance Agent

Allstate
Longmont, CO
01.2021 - 01.2023

• Exceeded company sales goals for new policies.
Actively pursued professional development through workshops, courses, and
webinars.
• Expertly explained insurance options to prospective clients, resulting in the sale
of policies tailored to their specific needs.
• Provided personalized support and leveraged in-depth knowledge of company
products to offer targeted services to diverse clients.
• Efficiently serviced existing portfolios, promptly addressing coverage questions
and processing endorsements accurately.
• Proactively resolved customer inquiries and issues, promoting exceptional
service.
• Offered guidance and trained new agents on industry standards and procedures

Assistant Property Manager

C3 Property Management
Loveland, CO
02.2019 - 08.2021
  • Showed tenants around properties, highlighting features and redirecting concerns to capture interest.
  • Coordinated general maintenance and repairs to keep facilities operational and attractive.
  • Maintained thorough, accurate and compliant records for internal and regulatory audits.
  • Created and implemented policies and procedures for effective property management.
  • Explained policies and procedures to tenants and enforced all rules.
  • Developed strong, professional relationships with residents by initiating collaboration and delivering exemplary service and engagement.
  • Created and updated marketing materials for properties.
  • Oversaw daily operations, maintenance and administration of various properties.
  • Answered calls and responded to inquiries from various parties, using strong active listening and open-ended questioning skills to resolve problems.
  • Collected monthly assessments, rental fees, deposits and payments.
  • Inspected properties regularly to identify deficiencies and schedule repairs.
  • Addressed and resolved all complaints, concerns and service requirements to ensure prompt and effective remedial action, adherence to contractual obligations and safe housing environment for tenants.
  • Escalated critical issues to property manager to ensure immediate resolution.

Hostess/Server/Bartender

Variety of Restaurants
Multiple Cities, OR, AK, CA And CO
04.2010 - 10.2020
  • Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Provided exceptional service to high volume of daily customers.
  • Prepared salads, appetizers and garnishes to assist kitchen staff.
  • Enforced minimum age requirements for consumption of alcoholic beverages by checking identification.
  • Prepared both alcoholic and non-alcoholic beverages as specified by patrons, consistently delivering to tables or bar without spillage.
  • Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
  • Plated food and assessed plate presentation to maintain highest standard of food quality.
  • Processed customers' payments and provided receipts.
  • Monitored customer movements and quickly cleared empty tables for future customers.

Personal Banker and Financial Wellness Consultant

Key Bank
Fort Collins, CO
04.2018 - 09.2018
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Created strategic financial solutions to suit individualized client needs.
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Met with clients to facilitate budget management and financial guidance.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Performed classes to teach students and workers about Credit. 10-500+ people in attendance.

Personal Banker

First National Bank
Fort Collins, CO
10.2017 - 03.2018
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Created strategic financial solutions to suit individualized client needs.
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Met with clients to facilitate budget management and financial guidance.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.

Personal Banker/Wells at Work

Wells Fargo
San Francisco And Fort Collins, CA And Then CO
04.2016 - 10.2017
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Created strategic financial solutions to suit individualized client needs.
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Met with clients to facilitate budget management and financial guidance.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solution
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Performed classes to teach students and workers about Credit. 10-500+ people in attendance.

Education

Insurance License -

Property And Causalty
Phoenix, AZ
01.2023 - 01.2023

Insurance License -

Property And Casualty
Longmont, CO
12.2021 - 12.2021

Personal Banker Licenses -

NMLS, Safe Act And Notary Services
Online
06.2017

Certified: Mixology -

ABC Bartending College
San Francisco, CA
01.2014

Some College (No Degree) - Nursing Education

Western Oregon University
Monmouth, OR
2013

High School Diploma -

Forest Grove High School
Forest Grove, OR
05.2011

Skills

  • Customer Care Experience
  • Self-Motivated with Positive Attitude
  • Quick Learner & Test Taker
  • Skilled Multi-tasker with Attention to Detail
  • Sales, Marketing, and Service Experience
  • Expert Business Policies and Procedures
  • Training and Mentoring
  • Organized Maintenance & Repair Planning
  • Quick Problem Resolution
  • Effective Communication
  • Liaising Between Parties

Timeline

Insurance Agent

Allstate
02.2023 - 08.2023

Insurance License -

Property And Causalty
01.2023 - 01.2023

Insurance License -

Property And Casualty
12.2021 - 12.2021

Insurance Agent

Allstate
01.2021 - 01.2023

Assistant Property Manager

C3 Property Management
02.2019 - 08.2021

Personal Banker and Financial Wellness Consultant

Key Bank
04.2018 - 09.2018

Personal Banker

First National Bank
10.2017 - 03.2018

Personal Banker/Wells at Work

Wells Fargo
04.2016 - 10.2017

Hostess/Server/Bartender

Variety of Restaurants
04.2010 - 10.2020

Personal Banker Licenses -

NMLS, Safe Act And Notary Services

Certified: Mixology -

ABC Bartending College

Some College (No Degree) - Nursing Education

Western Oregon University

High School Diploma -

Forest Grove High School
Anne Maney