Dawn Lathe

* Served as a resource for agents throughout the organization on complex questions

* Provided comprehensive insurance coverage advice

* Ensured compliance with state regulations regarding product offerings

* Served as a vendor liaison between internal departments and vendors

* Organized and coordinated meetings, and conference calls

*Performed research tasks to gather data for projects or initiatives underway at the agency

* Contacted perspective customers to present information and services

* Utilized excellent communication skills to respond promptly to customer inquiries regarding their coverage options

• Coordinated agency operations to ensure timely and accurate project delivery.
• Streamlined communication processes between departments, enhancing collaboration and efficiency.
• Supported project management initiatives by organizing schedules and tracking progress.
• Developed training materials for new staff to facilitate onboarding and knowledge transfer.
• Led cross-functional meetings to align team objectives with organizational goals.
• Mentored junior team members, fostering professional development and skill enhancement.
• Processed requests from vendors and co-workers.
• Directed problems to appropriate personnel.
• Maintained a high level of client retention by consistently delivering exceptional service and exceeding expectations throughout all aspects of project execution.

• Served as a resource for agents throughout the organization on complex cases or questions
• Provided comprehensive insurance coverage advice based on individual needs
• Ensured compliance with state regulations regarding licensing, advertising and product offerings
• Served as a liaison between internal departments and external agencies and vendors
• Organized and coordinated meetings, conference calls
• Performed research tasks to gather data for projects or initiatives underway at the agency
• Provided administrative support such as scheduling appointments and assisting other agents with training and education
• Contacted prospective customers to present information and explain available services
• Utilized excellent communication skills to respond promptly to customer inquiries regarding their coverage options

• Managed supplier relationships to ensure compliance with procurement policies and contractual obligations.
• Developed and implemented procurement strategies to optimize purchasing processes and reduce costs.
• Analyzed market trends to identify potential vendors and assess pricing strategies for various commodities.
• Led cross-functional teams in negotiating contracts that enhanced service delivery and quality standards.
• Mentored junior team members on best practices in vendor management and negotiation techniques.
• Collaborated with finance teams to align budgets with procurement goals, enhancing financial planning accuracy.