Cheri Green
West Monroe,NY
Summary
Results-driven Secondary Education and Teaching graduate from the State University of New York at Oswego, with a dual major in English and a minor in coaching. Passionate about unlocking individuals' potential and helping them excel by leveraging their strengths. Over a decade of experience in the insurance industry, specializing in learning and development. Proven track record of designing and implementing comprehensive onboarding, training, and growth programs for staff members. Expertise in process improvement, team building, public speaking, customer service, facilitation, and program development. Recognized for my ability to unite teams and co-workers towards a common goal, while thinking creatively to achieve success. Thrive on solving the puzzle of teamwork and finding the perfect combination for overall success.
Overview
12
12
years of professional experience
Work History
Director, Business Insurance Service Operations
ONEGROUP
07.2023 - Current
- Collaborate with department and organization leaders to enhance the customer experience
- Created talent development plans for individuals focused on growth within the industry
- Established policies and procedures that improved operational efficiency within the organization.
- Enhanced team productivity by providing training and mentorship.
- Evaluated agency standards to ensure client needs were being met effectively and efficiently
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Managed projects efficiently, ensuring timely delivery and high-quality results.
Learning and Development Manager
ONEGROUP
07.2019 - 07.2023
- Charged with supporting learning initiatives throughout the organization, providing the tools and processes required to do so.
- Developed and encouraged participation in leadership development activities.
- Developed and oversaw internship talent program efforts, selecting top candidates who contributed significantly to organizational success.
- Established and directed successful programs focused on industry specific needs.
- Oversaw management on licensing and continuing education for agency staff.
- Promoted a culture of continuous improvement, implementing best practices in adult education methodologies across the organization.
- Established a positive learning environment by fostering open communication and encouraging feedback from all participants.
- Spearheaded e-learning initiatives as part of blended learning solutions, increasing accessibility of training resources for remote workers or those with scheduling constraints.
- Developed engaging instructional materials, including presentations, handouts, and interactive activities.
Training Coordinator
ONEGROUP
12.2016 - 07.2019
- Collaborated with department managers to design customized training plans aligned with organizational goals.
- Maintained accurate records of employee participation in training events, tracking progress towards learning objectives.
- Evaluated the effectiveness of training initiatives, making adjustments as needed to optimize results.
Business Insurance Technician & Training Specialist
ONEGROUP
06.2013 - 12.2016
- Maintained detailed records of client interactions, policies, and transactions using CRM software systems.
- Assisted in training new team members on company procedures, ensuring seamless integration into the account management department.
- Supported team members with client needs and requests.
- Educated clients on complex insurance concepts and policy details to empower informed decision-making regarding their coverage choices.
Education
Bachelor of Science - Secondary Education And Teaching, English
State University of New York College At Oswego
Oswego01.2010
Skills
- Professional Development Programs
- Relationship building
- Verbal and written communication
- Decision-making
- Strategic planning
- Project management
- Team management
- Creativity and innovation
- Employee development
- Goal setting
- Change management
Accomplishments
- 2018 40 Under 40 Award Recipient
- CNY ATD John Burns Memorial Scholarship Recipient
- CNY Best Resilience Award Recipient
- TD Up & Coming
Websites
Awards
- 40 under 40 Award Recipient, 2018
- CNY ATD John Burns Memorial Scholarship, 2018
- CNY Best Resilience Award Recipient, 2018
- TD Up & Coming, 2018
Certificates
- Designing Virtual Training Certificate
- Facilitating Virtual Training Certificate
- Managing Learning Programs Certificate
- Certified Insurance Service Representative (CISR)
- Certified Insurance Councilor (CIC)
Timeline
Director, Business Insurance Service Operations
ONEGROUP
07.2023 - Current
Learning and Development Manager
ONEGROUP
07.2019 - 07.2023
Training Coordinator
ONEGROUP
12.2016 - 07.2019
Business Insurance Technician & Training Specialist
ONEGROUP
06.2013 - 12.2016
Bachelor of Science - Secondary Education And Teaching, English
State University of New York College At Oswego
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