Dawn Lathe
Charlotte,North Carolina
Summary
Dynamic insurance professional with a proven track record at Transamerica, adept in policy analysis and delivering exceptional customer service. Leveraged financial acumen and a goal-oriented mindset to enhance compliance and coverage solutions. Excelled in fostering agent development and client satisfaction, showcasing a blend of strategic insight and interpersonal skills.
Experienced with client relationship management, providing personalized solutions to meet diverse needs. Utilizes analytical skills to assess risks and determine appropriate options. Track record of maintaining high client satisfaction through effective communication and problem-solving.
Diligent Production Supervisor with solid background in procurement. Successfully managed supplier relationships and negotiated contracts, ensuring cost savings and timely delivery of materials. Demonstrated problem-solving skills and attention to detail in optimizing procurement processes.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Transamerica
04.2022 - Current
Agency Coordinator
Combined
03.2021 - Current
Life Insurance Agent
Western and Southern
09.2020 - 04.2021
- 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
Procurement Specialist
First Union National Bank
10.1991 - 02.2002
- 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.
Education
Banking And Finance
Central Piedmont Community College
Charlotte, NC04-1996
Skills
- Goal-oriented mindset
- Process improvement
- Financial acumen
- Customer service
- Sales support
- Supplier contracts
- Purchasing processes
- Cross-functional teamwork
- Vendor relations
- Problem-solving
Certification
North Carolina and South Carolina Licenses, #18795240, Licensed in Life, Health, Annuities, Long Term Care, and Medicare for North and South Carolina.
Timeline
Independent Insurance Agent
Transamerica
04.2022 - Current
Agency Coordinator
Combined
03.2021 - Current
Life Insurance Agent
Western and Southern
09.2020 - 04.2021
Procurement Specialist
First Union National Bank
10.1991 - 02.2002
Banking And Finance
Central Piedmont Community College