CHRYSANTHA E. WILSON
Beaumont,TX
Summary
Dynamic and results-driven professional with over 12 years of proven success in the financial industry, consistently exceeding business objectives and enhancing customer satisfaction within collaborative team environments. Detail-oriented and forward-thinking strategist equipped with exceptional communication, decision-making, and problem-solving skills that drive operational efficiency. Expertise in revenue generation through the cultivation of strong customer relationships, ensuring repeat business and achieving ambitious revenue targets. Demonstrated ability to reorganize operations and effectively manage staff and resources to optimize performance and productivity.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Agent
TPUSA
Salt Lake City, UT
10.2023 - Current
- Developed comprehensive insurance plans tailored to client needs.
- Analyzed policy options and provided expert advice on coverage selections.
- Built long-term relationships with clients through regular follow-up and support.
- Refined claims workflows to improve efficiency and ensure high levels of customer satisfaction.
- Developed and delivered comprehensive training programs to enhance team performance in product knowledge and sales strategies.
- Evaluated client feedback to refine service offerings, driving continuous improvement initiatives.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Managed over 65 high call volumes while providing exceptional customer support and maintaining professional composure.
Office Management
WF Services INC
Houston, TX
10.2017 - Current
- Guided clients in financial planning and management during intimate coaching sessions, fostering collaborative learning environments.
- Competently assess clients’ current financial situations through review of their tax returns, accounts, credit reports, etc.
- Evaluated financial documentation to determine clients' income, assets, debt levels, and creditworthiness.
- Demonstrated ability to calculate financial health markers (debt-to-income ratio, net worth, etc.).
- Achieved accurate measurement outcomes that informed project strategies. Delivered detailed reports that highlighted key findings and insights. Enhanced documentation practices to improve overall project transparency and accountability.
- Teach financial education materials to individuals and groups in alignment with financial coaching standards.
- Collaborated with other departments on special projects requiring clerical support or expertise in office management processes.
- Assisted in training new administrative staff members, sharing best practices for efficient and effective office management.
- Oversaw budget preparation and expense tracking for cost-effective office management for over 300 clients.
- Cross-trained to cover other personnel staff duties to facilitate office management.
- Provided expert guidance to junior administrative assistants on best practices in office management procedures.
- Collaborated with the office management team to implement new procedures for better patient experience.
- Monitored industry trends to stay current on best practices related to office management within the shipping sector.
Dispatcher/ Parttime
J&W Logistics
Houston, TX
01.2019 - Current
- Plan warehouses and distribution centers for efficiency in both operations and capacity.
- Organize transportation activities, including storage of goods, managing information accrued from point of origin to delivery, orchestrating transportation movements, and arranging for services as necessary.
- Coordinate and track movement of goods through logistic pathways.
- Execute logistics plan to move products and packages to reach destinations on schedule.
- Review freight rates and other transportation costs to keep working costs low.
- Oversaw quality maintenance across all stages of the logistics process to enhance efficiency.
- Managed communication between drivers and clients for timely updates.
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Directed dispatching, routing, and tracking of 25 fleet vehicles.
Turnaround Assistance
Exxon Mobil - Zachry and KTM
Beaumont, TX
01.2014 - 01.2020
- Organize daily care, supervision, and training.
- Safety Training techniques and principles must be followed.
- Assist in the facilitation of training in a variety of community activities.
- Safety inspectors must give documentation of their welding services.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with over 250 team members.
Administrative Assistant
AXA ADVISOR/PROFILES FINANCIAL
Beaumont, TX
04.2011 - 01.2012
- Handled phone inquiries and greeted visitors to facilitate effective communication and support operations daily for over 125 clients.
- Schedule appointments and maintain calendars.
- Schedule and coordinate staff and other meetings.
- Collate and distribute mail.
- Prepare communications, such as memos, emails, invoices, reports and other correspondence.
- Write and edit documents from letters to reports and instructional documents.
- Create and maintain filing systems, both electronic and physical.
- Manage accounts and perform bookkeeping.
- Celia Scott, CPA
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Education
Associate of Science - Occupational Saftey And Health
Columbia Southern University
Orange Beach, AL04-2027
Associate of Science - Business Administration And Management
Lamar University
Beaumont, Texas08-2012
Associate of Science - High School Administration
Clifton J. Ozen High School
Beaumont, Texas06.2004
Skills
- Risk assessment
- Team Building
- Decision-Making
- Empathy
- Quality Assurance
- Detailed Oriented
- Problem Solving
- Time Management
- Organizational Skills
- Good Communications Skill
- Attention To Details
- Top customer service skills
- Ability to effectively deal with conflict
- Excellent multitasking ability
- Great teamwork abilities on group projects
- Excellent communication skills when working with others
- Team player
- Proficient in Microsoft Office (Word, Excel and PowerPoint)
- Strong Work Ethic
- Motivational Leadership Style
- Excellent Time Management Skills
- Coaching & Development
- Dependable
- Complex Problem Solving
- Financial Analysis
- Employee Training & Engagement
- Customer engagement
- Client retention
- Property insurance
- Leads prospecting
- Operations management
- Business planning
- Marketing strategies
- Insurance program management
- Insurance sales strategy
- Insurance product promotion
- Critical thinking
- Policy Knowledge
- Property and casualty insurance
- Client prospecting
- Insurance policy sales
- Insurance eligibility
- Customer billing
- Customer complaint resolution
- New agent training
- Quotes and sales
- Licensed insurance agent
- Client relations
- Auto insurance
- Client needs analysis
- Customer follow-up
- New client acquisition
- Account management
- Regulatory compliance
- Marketing management
- Claims reporting systems
- Legal codes
Accomplishments
- Supervised team of 35 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Affiliations
- Notary Public, State of Texas 2012 – Present
- U.S Women's Chamber Of Commerce Member and SBA Business Development 2020 – Present
- Habitat for Humanity Volunteer 2009 – 2019
- Valero Texas Open Volunteer 2016
Certification
- Licensed IN 36 STATES TO SELL AND DISCUSS INSURANCE AUTO AND HOME
- CNP - Certified Notary Public
- CAP - Certified Administrative Professional
- Notary signing agent Trained - 5 yrs
Timeline
Insurance Agent
TPUSA
10.2023 - Current
Dispatcher/ Parttime
J&W Logistics
01.2019 - Current
Office Management
WF Services INC
10.2017 - Current
Turnaround Assistance
Exxon Mobil - Zachry and KTM
01.2014 - 01.2020
Administrative Assistant
AXA ADVISOR/PROFILES FINANCIAL
04.2011 - 01.2012
Associate of Science - Occupational Saftey And Health
Columbia Southern University
Associate of Science - Business Administration And Management
Lamar University
Associate of Science - High School Administration
Clifton J. Ozen High School