Chris Lehman
Summary
Dynamic and results-oriented professional with a proven track record at COUNTRY Financial. Strong background in client relations, project management, investment strategies, marketing, and financial planning. Renowned for reliability and detail-oriented approach, adeptly balance risk analysis with strategic sales initiatives. Fosters long-term client relations to achieve positive results, enhance client base, and improve community relations.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Representative
COUNTRY Financial
06.2006 - Current
- Expand client base by actively prospecting new business opportunities, networking with key stakeholders, volunteering within the community, marketing on social media platforms, and creating a strong referral base through existing clients.
- Build and maintain long-term relationships with clients by consistently addressing client needs, and providing exceptional service.
- Create, educate, and implement potential and existing clients on the importance of adequate insurance coverage, conduct thorough policy reviews, identify gaps in coverage, and offer additional protection options when necessary.
- Assist clients in navigating the claims process, ensuring they receive fair and timely resolutions.
- Established a solid reputation within the community as a knowledgeable and reliable resource for insurance and financial needs.
- Facilitate smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Head Girls Track and Field Coach /Assistant Basketball Coach
Bemidji Area School District
03.2001 - Current
- Improve team performance by developing and implementing innovative training programs.
- Foster an inclusive atmosphere within the team by promoting sportsmanship, teamwork, and respect among all members regardless of skill level or experience.
- Enhance team cohesion and develop strong relationships with athletes, families, and coaching staff by encouraging positive communication and celebrating achievements.
- Evaluate athlete progress, provide constructive feedback, adjust training plans to optimize progress, and celebrate individual achievements.
- Increase athlete participation in track and field by implementing effective recruitment strategies.
Assistant Resort Manager
Rutgers Birchmont Lodge
05.2001 - 06.2006
- Delivered high levels of customer service by responding promptly to customer inquiries, addressing concerns effectively, and creating a positive environment.
- Managed resort inventory and analyzed financial reports to identify areas for improvement in revenue generation and expense management. Continuously sought opportunities for growth within the local market by researching competitor offerings and adjusting promotional strategies.
- Maintained high standards of safety, cleanliness by conducting regular inspections of resort facilities.
- Lead, managed, and mentored new employees, coordinated orientation, and developed training materials and programs to enhance employee skills and knowledge.
- Coordinated resort events and activities (weddings, seminars, and conferences).
- Assisted with the development and distribution of marketing materials for the resort.
Fitness Center Associate
The Phoenician Resort & Spa
08.2002 - 05.2003
- Promoted a positive atmosphere by fostering strong relationships with resort guests and team members.
- Delivered prompt responses to guest inquiries and addressed concerns effectively.
- Created a safe and inclusive environment for resort guests by conducting regular equipment inspections, identifying maintenance needs, and adapting to changes as needed.
- Provided informative tours for resort guests highlighting the fitness center / spa services.
- Enhanced overall facility appearance by regularly updating bulletin boards, marketing materials, and signage to showcase current classes, and events.
Education
Bachelor of Science - Business Administration
Bemidji State University
Bemidji, MN05-2002
Skills
- Customer service
- Project management
- Sales expertise
- Teamwork and collaboration
- Risk analysis
- Financial planning / Investment strategies
- Problem-solving abilities
- Reliability
- Critical thinking
- Detail-oriented
Certification
- Insurance license in Life, Accident/Health, Property, Casualty, Variable Life and Variable Annuity in Minnesota, North Dakota, and Arizona.
- Uniform Securities Agent State Law Examination (Series 63) - North American Securities Administrators Association (NASAA).
- Uniform Combined State Law Examination (Series 6) - North American Securities Administrators Association (NASAA).
Timeline
Financial Representative
COUNTRY Financial
06.2006 - Current
Fitness Center Associate
The Phoenician Resort & Spa
08.2002 - 05.2003
Assistant Resort Manager
Rutgers Birchmont Lodge
05.2001 - 06.2006
Head Girls Track and Field Coach /Assistant Basketball Coach
Bemidji Area School District
03.2001 - Current
- Insurance license in Life, Accident/Health, Property, Casualty, Variable Life and Variable Annuity in Minnesota, North Dakota, and Arizona.
- Uniform Securities Agent State Law Examination (Series 63) - North American Securities Administrators Association (NASAA).
- Uniform Combined State Law Examination (Series 6) - North American Securities Administrators Association (NASAA).
Bachelor of Science - Business Administration
Bemidji State University
Similar Profiles
Aleika LoobyAleika Looby
Client Service Representative at COUNTRY FinancialClient Service Representative at COUNTRY Financial
Angela RobinsonAngela Robinson
Insurance Agent - Agency Owner at Country FinancialInsurance Agent - Agency Owner at Country Financial
Jenesis HillJenesis Hill
Client Care Representative at Country FinancialClient Care Representative at Country Financial