Summary
Overview
Work History
Education
Skills
Timeline
Generic
Cherri Morrell

Cherri Morrell

Coatesville,PA

Summary

Talented professional with expertise in Trainer role. Dynamic public speaker known for meeting demanding training schedules and exceeding management expectations. Considered valuable asset to any team.

Seasoned Training Specialist with a successful background implementing instruction. Dedicated to improving employee performance, work quality and team productivity through successful training initiatives.

Special Awards and Certifications:

Competitive Equestrian since childhood successfully competing at top horse shows and winning trophies and ribbons too many to count. Culminated in placing at two of the most important horse shows; the Devon Horse Show and the Pennsylvania National Horse Show, placing 5th and 6th respectfully among the Country's best competitors.

Life and Health Insurance

Property and Casualty License

Licensed Loan Adviser/Originator

Sales Skills - Highly Proficient in Influence and Negotiation

Customer Service - Highly Proficient

Supervisory Skills - Highly Advanced Motivating and Assessing Employees

Community Outreach

Darren Daulton Foundation

2018 PGA Golf BMW Championship Event

Mercedes Benz Fashion Week

Major League Baseball Representative at both the All Star Game held in Philadelphia, PA in 1996 and in Boston, MA in 1999

Overview

22
22
years of professional experience

Work History

Production Sales Development Coach & Producing LO

Freedom Mortgage Corporation
11.2020 - 06.2022
  • Mentored team members to succeed and advance within department and company.
  • Implemented new hire training to further develop skills and initiate discussions on task prioritization.
  • Oversaw employee training, coaching and performance evaluations.
  • Documented training activities and changes to analyze program effectiveness.
  • Leveraged simulations, team exercises and group discussions to increase training program engagement.
  • Checked tracking systems for student and instructor leaves, attendance scores and overall performance.
  • Developed complete training programs and led training using expert learning techniques.
  • Developed skill-specific training programs to promote employee development.
  • Blended business's goals, mission and values with learning development initiatives to deliver high-quality training to employees.
  • Successfully worked in generating Streamline Loans within both Portfolio and Non Portfolio leads.
  • Successfully transitioned into a Producing Loan Officer working in the Refinance Department on Full Documentation loans. Most recently exceeded App Goals the last two weeks of production by 2x my goal weekly and hitting gate goals 100% each week in Production.
  • Developed and presented training programs and instructional material through variety of learning methods.
  • Trained and mentored 25 new personnel hired to fulfill various roles.
  • Developed lesson plans, instructional materials and written practice tests for MLO's and mortgage training courses.

Licensed Insurance Producer - Property & Casualty

Allstate Insurance - Michael Pennyman
09.2019 - 10.2020
  • Leveraged knowledge of customer and market to sell specific programs and initiatives.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Upsold products to policyholders and potential new clients.
  • Exceeded company sales goals for new policies.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Exceeded assigned sales and retention targets each quarter by upselling insurance products.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Followed up promptly with interested clients to close sales.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.

Insurance Sales Agent - Property & Casualty

State Farm - Tyler Wise
01.2019 - 07.2019
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Achieved repeat business and referrals through personalized services.
  • Scheduled and attended [10] appointments per week.
  • Met with customers to provide information about available products and policies.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Followed up promptly with interested clients to close sales.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Life Insurance Specialist

AAA Mid-Atlantic
08.2016 - 11.2018
  • Exceeded company sales goals for new policies.
  • Conducted annual reviews of existing policies to update information.
  • Maintained high standards of customer service by building relationships with clients.
  • Negotiated contracts and terms of sale with potential customers.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Offered policy guidance and management to promote asset protection.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Developed prospects from current commercial customers, referral leads or sales or trade meetings.
  • Drove insurance sales through partnerships with other Interoffice referrals, Property and Casualty Agents and development of new clientele.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Scheduled and attended 10 appointments per week.
  • Marketed life insurance products to increase customer bases and revenue.

Life Insurance Specialist & Retirement Specialist

New York Life Insurance Company
10.2014 - 08.2016
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Upsold products to policyholders and potential new clients.
  • Researched strengths and weaknesses of competitors to develop strategies for increasing new business.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Leveraged industry trends to shape solutions and approaches.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Conducted annual reviews of existing policies to update information.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Educated clients on insurance policies and procedures.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Increased sales of life insurance products through tactical customer outreach.
  • Collected premiums on or before effective date of coverage.
  • Developed and implemented promotional strategies to increase customer base.

Key Holder Leader

Chico's FAS
05.2013 - 10.2014
  • Organized and updated schedules to optimize coverage for expected customer demands.
  • Managed inventory and stock levels in coordination with purchasing and receiving department.
  • Supervised receiving and stockroom activities to identify opportunities with inventory and prevent shrinkage.
  • Taught junior employees proactive strategies to meet operational and sales goals.
  • Monitored sales performance through analysis of sales reports and comparison shopping.
  • Maintained high merchandising standards by building attractive displays and monitoring inventory levels.
  • Organized in-store promotional events.
  • Set up visually appealing promotional displays.
  • Signed for incoming shipments in manager's absence.
  • Operated cash register.
  • Delegated tasks appropriate to individual employees to provide development opportunities.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Mentored new sales associates to contribute to store's positive culture.
  • Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs.
  • Opened and closed store 3 days per week by counting registers, making deposits, and storing and filing all daily paperwork.
  • Completed store opening and closing procedures.
  • Tracked, analyzed and reported store sales performance metrics to store manager.
  • Marked-down clearance items and relocated merchandise to proper store areas.
  • Trained and mentored new employees.
  • Examined incoming inventory, merchandised shelves and prevented shrinkage.
  • Processed cash, credit, debit, and check payments.
  • Maintained clean, adequately stocked, and organized store by streamlining daily operations and introducing new procedures.
  • Kept store clean and organized to provide shoppers with pleasant experience.
  • Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
  • Counted out cash drawers and balanced totals.

Assistant Store Manager

Kenneth Cole New York
02.2011 - 12.2012
  • Provided mentorship for employees to generate sales, promote effective upselling and cross-sell to improve retail productivity.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Oversaw aspects of maintenance, inventory and daily activity management.
  • Assisted in continuous development of effective store associates to achieve desired sales and results.
  • Handled scheduling for store shifts to achieve adequate staffing.
  • Completed frequent walk-throughs and directed team members to correct issues impacting store appearance or professionalism.
  • Led teams in planning, implementation and execution of merchandising and operating initiatives to streamline business effectiveness.
  • Supervised cashiers in processing credit, debit and cash payments to streamline sales.
  • Examined merchandise to correctly price and display products.
  • Delegated assignments based on team strengths to optimize floor coverage and service levels.
  • Analyzed variable data for operations to determine areas for improvement, increased efficiency and potential cost savings.
  • Maintained retail store presentation by overseeing merchandise replenishment, customer courtesy and inquiry response.
  • Coached and developed 6-8 internal candidates for promotion to general management.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Supervised creation of exciting merchandise displays to catch attention of store customers.
  • Processed payments for credit and debit cards and returned proper change for cash transactions.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Interacted well with customers to build connections and nurture relationships.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Rotated merchandise and displays to feature new products and promotions.

Assistant Store Manager

Burnley Enterprises/Deerskin Leather
03.2006 - 01.2011
  • Provided mentorship for employees to generate sales, promote effective upselling and cross-sell to improve retail productivity.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Oversaw aspects of maintenance, inventory and daily activity management.
  • Handled scheduling for store shifts to achieve adequate staffing.
  • Supervised cashiers in processing credit, debit and cash payments to streamline sales.
  • Answered customer questions and addressed problems and complaints in person and via phone.
  • Oversaw storewide merchandising benchmarks to maintain operational excellence.
  • Examined merchandise to correctly price and display products.
  • Motivated employees to share ideas and feedback.
  • Maintained retail store presentation by overseeing merchandise replenishment, customer courtesy and inquiry response.
  • Recruited and hired individuals demonstrating passion, dedication and added value to team.
  • Trained over 6 employees on business principles, best practices, protocol and system usage.
  • Formed and sustained strategic relationships with clients.
  • Supervised creation of exciting merchandise displays to catch attention of store customers.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Created and maintained safe and secure work environments for employees.
  • Rotated merchandise and displays to feature new products and promotions.

Executive Assistant

Ives Equipment
03.2000 - 03.2006
  • Set up meeting and event logistics for senior management and updated calendars.
  • Tackled and addressed top-level, high-priority issues with professional administrative discretion.
  • Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
  • Coordinated meeting and work schedules for staff teams and executives.
  • Leveraged word processing software to create proposals, letters and memos.
  • Monitored office equipment and scheduled repairs.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Executed special objectives and projects in response to executive team and board member requests.
  • Oversaw special event calendars for group, factoring in availability and expected operational demands to keep workloads in balance. Planned all special Company events and functions.
  • Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
  • Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
  • Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Filed paperwork and organized computer-based information.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Screened personal and business calls and directed to appropriate party.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Answered high volume of phone calls and email inquiries.
  • Handled confidential and sensitive information with discretion and tact.
  • Upheld strict timetables by maintaining accurate, balanced calendars.

Education

Some College (No Degree) - Business / Retail Management

Delaware County College
Exton, PA

Skills

  • Contract Negotiation
  • Problem Solving
  • Team Exercises
  • Employee Performance Reviews
  • Creative Solution Development
  • Video Conferencing
  • Critical Thinking
  • Relationship Building
  • Virtual Learning Management
  • Role Playing
  • Training Method Development
  • Coaching and Development
  • Verbal and Written Communication
  • Adult Learning Theories
  • Attention to Detail
  • Persuasive Negotiation
  • Orientation and Onboarding
  • Participant Recruitment and Placement
  • SalesForce
  • CoreLogic
  • Powerpoint
  • MS Office
  • Outlook
  • Internet
  • Zillow

Timeline

Production Sales Development Coach & Producing LO

Freedom Mortgage Corporation
11.2020 - 06.2022

Licensed Insurance Producer - Property & Casualty

Allstate Insurance - Michael Pennyman
09.2019 - 10.2020

Insurance Sales Agent - Property & Casualty

State Farm - Tyler Wise
01.2019 - 07.2019

Life Insurance Specialist

AAA Mid-Atlantic
08.2016 - 11.2018

Life Insurance Specialist & Retirement Specialist

New York Life Insurance Company
10.2014 - 08.2016

Key Holder Leader

Chico's FAS
05.2013 - 10.2014

Assistant Store Manager

Kenneth Cole New York
02.2011 - 12.2012

Assistant Store Manager

Burnley Enterprises/Deerskin Leather
03.2006 - 01.2011

Executive Assistant

Ives Equipment
03.2000 - 03.2006

Some College (No Degree) - Business / Retail Management

Delaware County College

Similar Profiles

CREATE PROFILE
Cherri Morrell