Lisa Robb

• Guide clients through complex insurance processes, facilitate informed decision-making regarding coverage options.
• Develop sales leads from direct referrals, networking and targeted marketing campaigns.
• Maintain high standards of customer service by building relationships with clients.

• Cultivate client relationships to understand financial needs and provide tailored insurance solutions.
• Analyze market trends to identify opportunities for expanding product offerings and improving client services.
• Deliver exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
• Assist clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
• Consistently meet compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
• Leveraged CRM software to track client interactions and identify sales opportunities.

• Streamlined operational processes, enhancing efficiency and reducing costs.
• Implemented quality control measures, ensuring consistent service delivery.
• Led team training initiatives, fostering skill development and knowledge sharing.
• Led hiring, onboarding and training of new hires to fulfill business requirements.
• Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.

General Education