Brandi Lindsay
Tooele
Summary
Office management professional with track record of optimizing administrative functions and fostering productive work environment. Recognized for strong focus on teamwork and achieving operational success. Reliable and adaptable, with skills in office software, scheduling, and resource management to meet changing needs.
Overview
11
11
years of professional experience
Work History
Office Manager
State Farm
07.2023 - Current
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Collaborated with team members to reach collective sales goals, fostering a supportive work environment.
- Coached new hires on sales techniques, contributing to their development as successful team members.
Insurance Compliance Supervisor
Vivint Insurance Agency
08.2020 - 05.2023
- Provided expert guidance on relevant regulations, ensuring the organization stayed up-to-date with changing industry standards.
- Streamlined reporting processes by implementing efficient data collection systems, resulting in more accurate risk assessments.
- Enhanced regulatory compliance by developing and implementing comprehensive internal policies.
- Conducted thorough audits for improved risk management and mitigation strategies.
- Investigated reported compliance incidents thoroughly, identifying root causes and implementing corrective actions swiftly.
- Developed targeted training materials to address specific areas of non-compliance identified during audits or routine monitoring activities.
- Collaborated with cross-functional teams for consistent implementation of compliance initiatives across departments.
- Championed ongoing employee education on new regulations or policy updates regularly through well-crafted presentations or workshops tailored specifically for different audiences within the company.
Licensed Insurance Producer- P & C/Medicare
Clearlink Insurance Agency
01.2017 - 01.2020
- Promoted products and services using upselling and other sales strategies.
- Provided coverage option information to assist clients in protecting assets.
- Exceeded corporate quotas for monthly policy sales.
- Increased client satisfaction by providing personalized insurance consultations and recommending tailored coverage plans.
- Built strong relationships with clients, leading to increased referrals and business growth.
- Generated quotes and proposals for clients to match individual needs.
Licensed Insurance Producer
State Farm
05.2015 - 12.2016
- Promoted products and services using upselling and other sales strategies.
- Maintained up-to-date records of client interactions, policy changes, and renewals in the agency management system.
- Increased client satisfaction by providing personalized insurance consultations and recommending tailored coverage plans.
- Strengthened client loyalty by conducting regular check-ins to assess changing needs or concerns that may affect coverage requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Licensed Insurance Agent
State Farm
07.2014 - 05.2015
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Skills
- Office management
- Organizational skills
- Customer service
- Customer relations
- Clear oral/written communication
- Billing
- Relationship building
- Staff management
- Conflict management
- Training and coaching
- Workflow optimization
Timeline
Office Manager
State Farm
07.2023 - Current
Insurance Compliance Supervisor
Vivint Insurance Agency
08.2020 - 05.2023
Licensed Insurance Producer- P & C/Medicare
Clearlink Insurance Agency
01.2017 - 01.2020
Licensed Insurance Producer
State Farm
05.2015 - 12.2016
Licensed Insurance Agent
State Farm
07.2014 - 05.2015
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