Summary
Work History
Skills
Timeline
Generic

Beverly Bartlett

Meridian,Idaho

Summary

Dynamic insurance agent with a proven track record at Platinum Insurance & Financial Services, excelling in client relations and policy writing. Skilled in upselling and negotiation, I consistently enhance customer satisfaction and retention. Committed to professionalism and ethics, I leverage my expertise in life and health insurance to deliver tailored solutions.

Work History

Insurance Agent

Platinum Insurance & Financial Services
  • Assisted clients in understanding insurance policies and coverage options.
  • Educated potential customers about benefits of various insurance products.
  • Utilized customer relationship management software to track client interactions.
  • Supported team in processing applications and claims efficiently.
  • Learned compliance regulations to ensure adherence in all transactions.
  • Responded to client inquiries, providing timely and accurate information.

Sales Associate

Fred Meyer Jewelers
  • Assisted customers in selecting jewelry, providing personalized service to enhance shopping experience.
  • Processed sales transactions accurately using point-of-sale systems for efficient checkout operations.
  • Maintained inventory levels by restocking merchandise and organizing displays to promote product visibility.
  • Collaborated with team members to achieve monthly sales goals through effective communication and support.
  • Educated customers on product features and benefits, fostering informed purchasing decisions.
  • Resolved customer inquiries and complaints promptly, ensuring satisfaction and loyalty to the brand.

Sales Associatec

Lee Read Jewelers
  • Assisted customers in selecting jewelry, enhancing overall shopping experience.
  • Educated clients on product features and care, fostering informed purchasing decisions.
  • Managed inventory levels and organized displays to optimize product visibility.
  • Processed sales transactions accurately, ensuring efficient check-out procedures.
  • Collaborated with team members to achieve store sales goals and promote a positive environment.
  • Developed knowledge of current trends to provide personalized recommendations to clients.

Checker

Albertsons
  • Verified product quantities and quality prior to stocking shelves.
  • Assisted in inventory management, ensuring accurate stock levels and timely restocking.
  • Collaborated with team members to maintain a clean and organized work environment.
  • Utilized scanning equipment for efficient tracking of merchandise during check-in process.
  • Implemented safety protocols to minimize risks associated with handling products.
  • Resolved customer inquiries regarding product availability and location effectively.
  • Monitored expired products, ensuring compliance with health and safety standards.
  • Trained new employees on operational procedures and company policies for efficiency improvement.
  • Aided in training new employees, sharing best practices for efficient job performance.
  • Actively participated in team meetings, contributing ideas for improving store efficiency and customer satisfaction.
  • Collaborated with team members to streamline workflow and improve overall store efficiency.

Assistant Manager

Idaho at Heart
  • Supported daily operations by coordinating schedules and resources for staff productivity.
  • Assisted in training new team members on company policies and procedures.
  • Contributed to inventory management by monitoring stock levels and placing orders as needed.
  • Ensured compliance with safety standards through regular audits and employee training sessions.
  • Collaborated with management to develop efficient workflows, enhancing overall team performance.
  • Maintained clear communication between departments to facilitate smooth project execution.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.

Checker

Safeway
  • Maintained a clean and safe work environment by following company guidelines and reporting any hazards or issues promptly.
  • Exceeded performance targets consistently, demonstrating strong multitasking abilities under pressure.
  • Assisted customers with bagging their purchases, providing swift and attentive service.
  • Resolved customer complaints professionally, addressing concerns with empathy and finding appropriate solutions.
  • Processed both cash and card purchases and returns.
  • Handled cash transactions securely, adhering to strict cash handling procedures at all times.
  • Developed solid rapport with regular customers, fostering trust through friendly interaction and reliable service.
  • Reduced checkout waiting time for customers by maintaining an organized and efficient workspace.
  • Supported loss prevention initiatives through vigilant monitoring of potential theft incidents during busy periods.
  • Spoke with upset customers and notified appropriate management to resolve conflicts.
  • Increased sales of promotional items by effectively informing customers of ongoing deals and discounts.

Bakery

Cooks Market
  • Prepared and baked a variety of artisan breads, pastries, and cakes using traditional techniques.
  • Operated commercial baking equipment to ensure consistent product quality and adherence to safety standards.
  • Assisted in inventory management by tracking ingredient supplies and minimizing waste through efficient use.
  • Collaborated with team members to streamline production processes, enhancing overall bakery efficiency.

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Client relations
  • Customer follow-up
  • Client retention
  • Life insurance
  • Policy writing
  • Upselling
  • Negotiation
  • Health insurance

Timeline

Insurance Agent

Platinum Insurance & Financial Services

Sales Associate

Fred Meyer Jewelers

Sales Associatec

Lee Read Jewelers

Checker

Albertsons

Assistant Manager

Idaho at Heart

Checker

Safeway

Bakery

Cooks Market

Similar Profiles

  • Kelly Pullen

    Kelly PullenKelly Pullen

    Associate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of CanadaAssociate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of Canada

  • ANTHONY J. GRIFFITH

    ANTHONY J. GRIFFITHANTHONY J. GRIFFITH

    Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services

  • Jibin Jiji Mathew, QAFP, RIS

    Jibin Jiji Mathew, QAFP, RISJibin Jiji Mathew, QAFP, RIS

    Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)

  • Benjamin Berggren

    Benjamin BerggrenBenjamin Berggren

    Supervisor at Epic Shine Car WashSupervisor at Epic Shine Car Wash

  • Cole David

    Cole DavidCole David

    Delivery Driver at Krispy KremeDelivery Driver at Krispy Kreme

CREATE PROFILE
Beverly Bartlett