Carly Lafrance
Hogansburg,NY
Summary
With a proven track record at One Group Risk Management, I swiftly advanced from insurance assistant to Personal Lines Client Advisor, servicing a vast client base. My expertise in database management and exceptional problem-solving skills have significantly enhanced client satisfaction and operational efficiency, showcasing my ability to adapt to new environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Lines Client Advisor
One Group Risk Management
Malone, NY
09.2023 - Current
- Started out as a personal lines assistant, then was promoted to Personal Lines Client Advisor within a year of employment
- Service a book of business of approximately 900 clients throughout upstate New York
- Conducted research on products and services to ensure accurate information was provided to customers
- Risk analysis before submitting applications to insurance carriers.
- Adhered to the federal and state rules and guidelines for insurance
Direct Support Professional
Citizen Advocates
Malone, NY
05.2022 - 09.2023
- Exceeded role requirements with minimal oversight
- Assisted in planning and implementing recreational activities for participants
- Built a client relationship based on mutual trust and advocacy
- Monitored client behaviors, documented observations, and reported any changes or concerns to supervisor
- Ensured timely completion of records with accuracy
Direct Support Professional
St. Regis Mohawk Tribe
Akwesasne, NY
01.2019 - 02.2022
- Provided assistance to individuals with daily activities such as personal care, meal preparation and medication reminders
- Instructed individuals in self-advocacy skills to increase autonomy and decision making abilities
- Followed care plan and directions to administer medications.
- Tracked and reported individuals' progress based on observations and conversations
Education
Associate of Arts - English
North Country Community College
Saranac Lake, NY01.2021
Skills
- Personal Lines Insurance Broker License
- Microsoft Office Suite
- Database management
- Sales experience
- Policy writing
- Problem-solving abilities
- Customer service
Accomplishments
I received recognition for the highest volume of phone calls received by one employee out of the entire One Group company of 20+ branches spanning across New York, Pennsylvania, Massachusetts, South Carolina, and Florida.
I've received recognition in outstanding high volume customer service management from the Director of Business Insurance Service Operations while she was visiting our location.
Certification
Personal Lines Broker Insurance License
References
References available upon request.
Timeline
Personal Lines Client Advisor
One Group Risk Management
09.2023 - Current
Direct Support Professional
Citizen Advocates
05.2022 - 09.2023
Direct Support Professional
St. Regis Mohawk Tribe
01.2019 - 02.2022
Associate of Arts - English
North Country Community College
Similar Profiles
Aleksandra JovanovicAleksandra Jovanovic
Senior IT Relationship Manager at Credit Suisse, Group Operations and ITSenior IT Relationship Manager at Credit Suisse, Group Operations and IT
KAYODE AKINMUSIREKAYODE AKINMUSIRE
GSOC OPERATOR at Pilgrims Risk Management group LTD.GSOC OPERATOR at Pilgrims Risk Management group LTD.
Marcia WeirMarcia Weir
Commercial Lines Account Manager at Aegis Group, LLC Risk ManagementCommercial Lines Account Manager at Aegis Group, LLC Risk Management
Devlon JockDevlon Jock
Line Cook at Speedway PlazaLine Cook at Speedway Plaza
Jalen CookJalen Cook
Ambulance Driver/Emergency Medical Technician at Akwesasne Mohawk AmbulanceAmbulance Driver/Emergency Medical Technician at Akwesasne Mohawk Ambulance