Summary
Overview
Work History
Education
Skills
Timeline
Generic

Christie Lloyd

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

14
14
years of professional experience

Work History

Director of Intake Operations

Advance Therapy
10.2021 - Current
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
  • Monitored office workflow and administrative processes to keep operations running smoothly.
  • Trained new employees on proper protocols and customer service standards.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Reported issues to higher management with great detail.

Training Coordinator

Walmart
06.2017 - 06.2020
  • Streamlined onboarding processes for new hires, resulting in reduced time to full productivity.
  • Increased employee retention rates through targeted training interventions and career development opportunities.
  • Developed engaging instructional materials, including presentations, handouts, and interactive activities.
  • Delivered high-quality classroom instruction using a variety of teaching methods tailored to individual learning styles.
  • Created and maintained detailed training records and reports for management review.
  • Produced training manuals, presentations and resources for enhanced learning.
  • Compiled training handbook and related course materials.
  • Verified training program compliance with applicable laws and regulations.

Insurance Agent

AllState
03.2010 - 09.2016
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
  • Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Obtained underwriting approval by completing application for coverage.

Education

High School Diploma -

Anson High School
Anson, TX
05.1993

Skills

  • Issues Resolution
  • Verbal and written communication
  • Cast and crew supervision
  • Company guidelines
  • Rules and regulations
  • Sales Tracking
  • Schedule Management
  • Employee Relations
  • Teamwork and Collaboration
  • Records Organization and Management
  • Scheduling
  • Customer Service
  • Staff training/development

Timeline

Director of Intake Operations

Advance Therapy
10.2021 - Current

Training Coordinator

Walmart
06.2017 - 06.2020

Insurance Agent

AllState
03.2010 - 09.2016

High School Diploma -

Anson High School
Christie Lloyd