Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Certification
References
Timeline
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Della Distel

Big Lake,MN

Summary

I am a licensed independent life insurance producer, I have been in the industry for 5 years. Result oriented individual that takes action to help myself and my team meet deliverables. Fast learner with demonstrated excellence in core competencies of relationship building, collaboration, execution and customer focus that will drive overall team success.

Overview

7
7
years of professional experience
1
1
Certification

Work History

FIELD ACCOUNT MANAGER / CASE COORDINATOR

Diversified Brokerage Services
04.2019 - Current
  • Partnered with financial advisors and brokers throughout the country to assist them in procuring life insurance products on behalf of their client base.
  • Responsible for managing customer interactions and applications for life insurance policy at DBS, acting as the primary contact point.
  • Collaborated with carrier case managers, underwriters, advisors, and vendors for efficient processing of life insurance applications.
  • Collaborated with regional sales team to develop account plans for high-value customers and lead meetings with an audience of 100 plus advisors.
  • Prepared weekly reports detailing progress against goals as well as any potential problems that may arise during the week ahead.
  • Resolved escalated customer complaints in a professional manner while adhering to established policies and procedures.
  • Trained employees on best practices and protocols to reduce process lags.
  • Soley oversee "white glove" services for elite advisors.

Server

Rojo Mexican Grill
Saint Louis Park, Minnesota
07.2018 - 05.2020
  • Greet and welcome customers with efficiency and strong customer service
  • Took orders, presented and explained specials, offered information and made suggestions about the menu
  • Up-sold wines, liquors, and five-course meals with professional appearance and mannerism
  • Respond to customer complaints, taking appropriate action to solve the problem
  • Maintained clean and sanitary work areas and tables
  • Opening and closing of the restaurant
  • Filled in for Hostess position as needed.

Server

Glenn's Café
Columbia, Missouri
11.2017 - 05.2018
  • Greet and welcome customers with efficiency and friendly customer service
  • Received orders, presented and explained specials, offered information and made suggestions about the menu
  • Respond to customer complaints, taking appropriate action to solve the problem
  • Up-sold wines, liquors, and five-course meals with professional appearance and mannerism
  • Maintained clean and sanitary work areas and tables
  • Anticipated and fulfilled guest needs and requests
  • Followed proper plate presentation and garnished set up details
  • Served guests, prepared checks, and collected payment
  • Opening and closing of the restaurant
  • Room Service for hotel guests.

Nanny

Custer Family
Edina, Minnesota
05.2017 - 08.2017
  • Supervised 2 children during the week and overnight for parent's vacation, business trips, and weekend getaways
  • Scheduled and drove children to doctor dentist and all other children appointments
  • Maintained accurate daily records of children's individual activities, behaviors, meals, and naps
  • Maintained a child-friendly environment with engaging activities and continuous access to the outdoors.

Real Estate Assistant

The Company - Alpha Real Estate
  • Responsible for transaction paperwork
  • Managed clients, inspectors, and appraisal appointments
  • Managed photography, appraisal, and inspection deadlines
  • Assisted in creating market analysis and comps
  • Data input for MLS as well as online listing sites
  • Lockbox and sign delivery
  • Open house schedule and held opens
  • Actively marketed the listings to new and existing client base to generate prospects through social media
  • Attended closings and delivered documents and paperwork to help expedite Real Estate transactions.

Education

HIGH SCHOOL DIPLOMA -

Wayzata High School
06.2015

Deferred - Business-Marketing

University of Missouri

Skills

  • Customer Service
  • Computer Data Entry
  • Relationship Manager
  • Trainer for New Hires
  • Problem Resolution
  • Analytical Thinking
  • Relationship Building
  • Problem-solving aptitude
  • Proposal Preparation
  • Interviewing Clients
  • New Business Development
  • Application lifecycle
  • Life support services
  • Insurance plan knowledge

Hobbies and Interests

  • Boys and Girls Club Active Volunteer
  • ALS Walk for Life Yearly Participant
  • Feed my Starving Children

Certification

Licensed Life Insurance Producer

Currently enrolled in courses for NALBA and LOMA

References

References available upon request.

Timeline

FIELD ACCOUNT MANAGER / CASE COORDINATOR

Diversified Brokerage Services
04.2019 - Current

Server

Rojo Mexican Grill
07.2018 - 05.2020

Server

Glenn's Café
11.2017 - 05.2018

Nanny

Custer Family
05.2017 - 08.2017

Real Estate Assistant

The Company - Alpha Real Estate

HIGH SCHOOL DIPLOMA -

Wayzata High School

Deferred - Business-Marketing

University of Missouri

Licensed Life Insurance Producer

Currently enrolled in courses for NALBA and LOMA

Della Distel