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.