Open To Work
Crystal Baugus
Harmony,NC
Work Preference
Summary
Licensed Life Insurance Broker with expertise in analyzing client needs and providing customized coverage solutions. Proficient in QuickBooks and committed to delivering exceptional customer service, resulting in high client satisfaction and retention rates. Collaborated effectively with underwriters to streamline policy issuance, improving operational efficiency.
Overview
10
10
+ Years Professional Experience
Work History
Licensed Life Insurance Broker
My Harmony Legacy, LLC
08.2024 - Current
- Analyzed clients' financial situations to determine appropriate life insurance coverage options
- Presented and explained various insurance policies to clients, highlighting benefits, features, and premiums
- Collaborated with underwriters to expedite the application process and ensure timely policy issuance
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and processing policy changes
- Maintained accurate records of client interactions, policy details, and commission payments in CRM system
- Attended industry conferences and seminars to stay updated on market trends, product knowledge, and regulatory changes
- Demonstrated expertise in analyzing risk factors for different age groups and recommending suitable coverage options accordingly
Travel Advisor
KHM Travel Group
Harmony, NC
03.2020 - 07.2024
- Advised on suitable destination based on individual customer needs and preferences.
- Maintained up to date knowledge of current airline fares, hotel rates, car rental fees, passport and visa requirements, currency exchange rates, and other travel related information.
- Provided excellent customer service to travelers in person and over the phone, resolving any issues that arose quickly and efficiently.
Customer Service Associate
Abigail's Florist and Gifts
Lenoir, NC
03.2019 - 04.2020
- Maintained high standards of customer service during high-volume fast paced operations.
- Performed store opening and closing duties as required.
- Built positive relationships with customers by providing friendly and helpful customer service.
- Developed strong organizational skills to efficiently manage multiple tasks simultaneously, such as restocking and operating the cash register.
Spa Manager
A Peaceful Getaway Massage & Day Spa
Cornelius, NC
06.2014 - 04.2019
- Provided excellent customer service to ensure satisfaction of guests during their visit.
- Ensured safety protocols were followed by all employees in accordance with state laws.
- Performed administrative duties such as ordering supplies, maintaining records, creating budgets.
CNA - Certified Nursing Assistant
Sherrie's In Home Care, LLC
Statesville, NC
05.2010 - 06.2014
- Delivered direct care to patients, assisting with bathing, feeding, and grooming tasks.
- Completed daily documentation and charts regarding patient care and input reports into practice database.
- Prepared meals, dispensed medications, and picked up prescriptions.
Office Manager
Twin Lakes Airport
Advance, NC
01.2008 - 05.2010
- Managed day-to-day operations of the office, such as ordering supplies, maintaining equipment and managing calendars.
- Responded to customer inquiries via phone or email in a professional manner.
- Utilized QuickBooks and Payroll software to maintain bookkeeping and accounting.
Skills
- Cash handling and customer service
- QuickBooks and payroll management
- General ledger accounting
- Bookkeeping and tax expertise
- Sales strategies
- Conducting sales calls
- Client interaction via phone calls
- Organizational skills
- Appointment scheduling
- Customer service
- Customer relationship building
- Communication skills
- CRM system proficiency
Websites
Objective
Experienced Appointment Setter with 2+ years in high-volume scheduling and CRM management, consistently exceeding targets. Seeking an Appointment Setter role to apply strong communication and lead-generation skills.
Education
Associate of Applied Science - Business Adminstration
Generations College
Chicago, IL 01.2026 - Current
Timeline
Associate of Applied Science - Business Adminstration
Generations College
01.2026 - Current
Licensed Life Insurance Broker
My Harmony Legacy, LLC
08.2024 - Current
Travel Advisor
KHM Travel Group
03.2020 - 07.2024
Customer Service Associate
Abigail's Florist and Gifts
03.2019 - 04.2020
Spa Manager
A Peaceful Getaway Massage & Day Spa
06.2014 - 04.2019
CNA - Certified Nursing Assistant
Sherrie's In Home Care, LLC
05.2010 - 06.2014
Office Manager
Twin Lakes Airport
01.2008 - 05.2010