Detail-oriented professional aiming to leverage a decade of team development while supporting growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized recommendations.
Experienced in exercising a high degree of discretion and trust in the handling of confidential information. For a decade I have cared for the sensitive information related to personal history, financial accounts and records, as well as private business and family matters.
Overview
17
17
years of professional experience
Work History
Insurance Broker
Cornerstone Insurance Partners
Steamboat Springs, United States
11.2012 - Current
Recommended protection based on analysis of customers' circumstances.
Calculated quotes and educated potential clients on insurance options.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Met with prospective customers and business owners in homes, businesses and other settings.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Finalized sales and collected necessary deposits.
Conducted annual reviews of existing policies to update information.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Remained impartial in order to advise clients based on circumstances.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Communications Officer
Consistent Values
Greenwood Village, CO
01.2011 - 06.2013
Cultivated productive relationships with clients, securing profitable partnerships.
Mastered and launched direct marketing programs and client education and appreciation events.
Expanded client list with development of customized communications strategies.
Improved team efficiency via training in sales, marketing and events.
Represented company at public forums and conferences.
Acted as point of contact for interfacing with the President of the company.
Prepared/edited organizational publications such as client newsletters and performance reports for internal and external audiences.
Operations Coordinator
Metropolitan Homes
Greenwood Village, CO
03.2006 - 12.2010
Provided direction and guidance to internal teams in order to achieve targets.
Direct Report to the C.E.O. on special projects.
Project Manager for Peter Kudla Receiverships, administering negotiations between the bank and lien holders for Berkshire properties.
Leasing Manager for Beacon Hill Investments, a subsidiary of Metropolitan Homes.