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
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
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
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
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
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
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