Bethany Carroll
Hastings ,MI
Summary
Accomplished Distribution Sales Specialist and Service Advocate II at Farmers Insurance, renowned for pioneering Apex engagement strategies and enhancing agent performance. Demonstrates exceptional leadership and innovative problem-solving skills, coupled with proficiency in Microsoft Office. Notably contributed to several Apex projects, embodying strong collaboration and effective listening, driving significant change management. I am confident my strong communication with agents and effective partnership with Apex counterparts will contribute significantly with managing and supporting projects and work streams for the outcome and execution of a positive Apex experience.
Overview
6
6
years of professional experience
Work History
Distribution Sales Specialist
Farmers Insurance
03.2020 - Current
- Support field sales and company initiatives
- Assist agents in developing and implementing marketing strategies to increase performance and sales
- Apex Business Owner Management role (Feb 2023-July 2023)
- Increase Apex engagement with agents through call coaching, trainings, webex meetings and demonstrations in groups or individually
- Provide agent direct feedback through proper channels for change management within Apex
- Agency Hub representative (Future of Apex and decommission of ecms; Apex funding project team)
- Partner and collaborate with IT, PO's & Apex teams to ensure agents are top of mind for system changes, updates, enhancements and communication before execution
- Support Agency hub and DM hub as Apex SME
- Built strong agent relationships through consistent communication and effective problem solving
- Assisted in Apex vs Ecms chart for higher utilization
Service Advocate II-Policy Support Operations
Farmers Insurance
08.2018 - 03.2020
- Prepare, and lead team meetings weekly
- Completed several side projects within the department per supervisor and director acknowledgement
- Call out to agents when necessary to explain policy changes, advocate for customer and agent success
- Educate agents on procedures or policy strategies best for customer care
- Efficiently complete large volume of service requests accurately with excellent service
Education
Bachelor of Science -
Grand Valley State University
04-2011
Skills
- Apex SME 2021-current
- Apex Champs Team 2022
- Team management
- Effective listening skills to drive change management and execution
- Mentor & Coach
- Innovative
- Willingness to embrace challenging, changing situations
- Leader, Personable and team player
- Detail oriented and organized
- Efficient in Microsoft word, excel, Powerpoint
- Strong Collaboration skills with multiple teams and individuals
- Working toward SAFE Agile environment -2025
Timeline
Distribution Sales Specialist
Farmers Insurance
03.2020 - Current
Service Advocate II-Policy Support Operations
Farmers Insurance
08.2018 - 03.2020
Bachelor of Science -
Grand Valley State University
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