Beatrice Poole
Benton,United States
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Senior Service Representative
New York Life Insurance Co
Shreveport, LA
11.2019 - Current
- Process agent contract and license requirements, resident and non-resident requirements, license renewals, and funds related to contract and license functions
- Contract 20+ new agent candidates per year
- Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
- Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to new business processes
- Manage invoicing process for check requests, credit card requests, expense reports and travel and mileage forms for Managing Partner.
- Screen phone calls, emails, mail and visitors to route and resolve information requests for Managing Partner.
Team Leader
American Express Travel
Bossier City, LA
10.2018 - 11.2019
- Supervised 16 team members to confirm compliance with set procedures and quality requirements
- Improved organizational efficiency by effectively recruiting new hires and supporting management with personnel decisions
- Oversaw employee performance to foster accurate prioritization and achievement of sales and productivity goals
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards
Regional Training Associate
Red River Federal Credit Union
Shreveport, LA
05.2018 - 09.2018
- Planned, coordinated and facilitated new employee orientation
- Developed, maintained curriculum, scheduled, and delivered Soft Skills training (Soft Skills, Lending, Soft Skills Membership Training and Sales training)
- Created and delivered trainings for new hire employees at 8 branches throughout northwest Louisiana and Mississippi
Operations Support Supervisor
Delta Vacations
Minot, ND
01.2016 - 09.2017
- Trained new employees on proper protocols and customer service standards.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided 30 team members to maintain high productivity and performance metrics.
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
Training Curriculum Designer
Delta Vacations
Minot, ND
06.2008 - 01.2016
- Collaborated with colleagues in developing benchmark lessons and identifying curriculum needs of faculty.
- Teamed with subject matter experts in evaluation and revision of training tools in order to continually improve learning platforms.
- Developed assessments and user polls to evaluate course effectiveness, altering content and delivery to achieve student learning goals.
- Delivered private instruction to adult learners in variety of fields on leadership development, professional writing, business communication and delivery of proposals and presentations.
Education
MBA - Human Resource Management
University of Phoenix
Phoenix11.2013
Bachelor of Science - Criminal Justice
Minot State University
Minot, ND08.2011
Skills
- Confidentiality and Procedures
- Organization and Time Management
- Excellent Written and Verbal Communication
- Schedule Management
Timeline
Senior Service Representative
New York Life Insurance Co
11.2019 - Current
Team Leader
American Express Travel
10.2018 - 11.2019
Regional Training Associate
Red River Federal Credit Union
05.2018 - 09.2018
Operations Support Supervisor
Delta Vacations
01.2016 - 09.2017
Training Curriculum Designer
Delta Vacations
06.2008 - 01.2016
MBA - Human Resource Management
University of Phoenix
Bachelor of Science - Criminal Justice
Minot State University