BENJAMIN PLUMLEE
Keller,TX
Overview
20
20
years of professional experience
Work History
Financial Associate II - Tax Exempt
Fidelity Investments
02.2024 - Current
- Adapted to application changes and uses
- Achieved AHT goals the past 3 moths along with being above goal with all metrics in place
- Participated in regular meetings with senior leadership to discuss progress towards leadership along with job shadowing
- Dedicated passion to help our Clients and Participants
Financial Customer Associate
Fidelity Investments
08.2023 - 02.2024
- Passionately pursue WCCS on every client interaction by providing efficient communication while using EQ skills
- Successfully navigate hybrid working environment though self-motivation and utilizing resources
- Excel in WI phone calls utilizing FocusPoint and multiple complex software simultaneously
- Graduated in the top of my class
- Statistics are consistently meeting expectations.
Property Field Adjuster
Intact Insurance
09.2017 - 02.2024
- Specialized in fire, theft, and flood insurance claims
- Analyze complex information from different sources to determine coverage for personal and commercial property claims
- Managed over 2000 property claims from start to finish
- Negotiate settlements with insured and issued payments for approved claims via check, e-transfer or direct deposit
- Interview claimants and witnesses, and often consult with specialists, such as policyholders, engineers, fire marshals, police, project managers, and brokers
- Competent in complex software such as Xactimate, Microsoft Office, and secured insurance platforms.
Sales Representative
Jaguar Land Rover Edmonton
09.2015 - 02.2024
- Results-driven New and Pre-Owned Auto Sales Associate with highly competitive, leading luxury market retailer
- Used strategic negotiation skills to transform cold leads, walk-in and repeat customers into in-store sales to achieve aggressive sales targets
- Participated in numerous Go Auto Sales Seminars and Training Courses to develop best in class negotiation and auto sales skills
- Extensive sales call training with Applied Concepts
- Edmonton Chamber of Commerce Liaison - coordinated and led JLR's sponsorship to the Edmonton Chamber of Commerce.
Area Manager
BRM Construction Services
04.2011 - 02.2024
- Managed up to 16 different crews in Dallas/ Fort Worth, Houston and Oklahoma areas
- Managed the life-cycle of projects including following-up on sales leads, meeting with customers, completing sale, supervising construction and collecting on receivables
- Personally sold and supervised over 2000 insurance claims made by homeowners
- Managed Call Centre that generated all sales leads
- Lead instructor for all sales trainings for BRM employees
- HAAG Engineering certified.
Store Manager
Crank It Up! Car Audio
04.2007 - 02.2024
- Managed all sales and custom 12 volt audio installations
- Constructed and maintained company website to entice and draw-in future contacts
- Designed company showroom
- Planned and coordinated all promotional and advertising needs for the entire company
- Managed supply ordering and distribution processes for the store.
Workplace Planning Associate
Fidelity Investments
09.2022 - 08.2023
- Earned the EIA award for the 3rd quarter in 2023
- Extensive education of retirement planning financial aspects though PassPerfect training
- Named Team Captain and assisted with peer guiding fellow colleagues with their transition stage going back on phones
- Obtained Securities Industry Essentials (SIE) license.
Hockey Coach
KISD High School
01.2005 - 01.2008
- Taught the fundamentals of the game, and planned detailed practices
- Coordinated and led club team in organizing practices, games and ice time.
Education
Business Management -
Tarrant County College, Dallas Christian College
01.2011
Timeline
Financial Associate II - Tax Exempt
Fidelity Investments
02.2024 - Current
Financial Customer Associate
Fidelity Investments
08.2023 - 02.2024
Workplace Planning Associate
Fidelity Investments
09.2022 - 08.2023
Property Field Adjuster
Intact Insurance
09.2017 - 02.2024
Sales Representative
Jaguar Land Rover Edmonton
09.2015 - 02.2024
Area Manager
BRM Construction Services
04.2011 - 02.2024
Store Manager
Crank It Up! Car Audio
04.2007 - 02.2024
Hockey Coach
KISD High School
01.2005 - 01.2008
Business Management -
Tarrant County College, Dallas Christian College
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