Diane Sherwood
Portland,OR
Summary
Hardworking Producer proficient in selling and providing expert product understanding and guidance customers.
Outgoing and personable professional with a dynamic and hardworking personality.
Bringing 22 years of experience and a desire to build companies reputation of excellence in service and quality.
Overview
22
22
years of professional experience
Work History
Insurance Producer
Chamberlain Insurance
Portland, OR
09.2016 - 04.2024
- Drove sales growth by proactively engaging with prospective and current clients to increase personal lines revenue. Exceeded expectations by effectively doubling the book of business within 2 years, demonstrating continuous annual improvement.
- Built solid and reliable referral networks by fostering relationships with current clients, businesses, and complementary professionals.
- Implemented successful campaign to drive Google Reviews and receive 261 5-Star ratings, with many customers specifically mentioning my outstanding service and the positive outcomes achieved in their interactions.
- Developed and maintained extensive network with multiple personal lines carriers (Safeco, Travelers, Progressive, Acuity etc.), regularly staying updated with their changing underwriting guidelines and restrictions.
- Conducted in-depth assessments of client profiles and risk factors to determine necessary adjustments for superior coverage and cost-effective insurance premiums.
- Authored policies, implemented documentation procedures, and maintained meticulous records adhering to agency standards.
- Provided advisory services to clients regarding different loss scenarios and the potential impact of using coverage.
- Provided expert guidance to clients, prospects, and staff on strategies to enhance risk-rating/insurance scores and lower premiums.
- Developed networks of support and rapport within each carrier (IE: marketing, underwriters and claims managers) to ensure I could quickly resolve any customer issues, should the initial resolution steps fall short.
Barista, Supervisor, Asst. Manager & Store Manager
Starbucks Coffee Co
Hood River/Gresham/Portland, OR
03.2011 - 06.2016
- Led team and managed operations for a high volume lobby/drive thru culminating in $2,000,000 of annual revenue.
- Managed talent acquisition and implemented comprehensive training programs for a diverse team of about 30 employees with 5 supervisory roles
- Mentored and supported 10+ barista to shift and facilitated 1 supervisor's promotion to Assistant Manager, contributing to improved staffing for surrounding stores in the district.
- Held record-breaking ticket averages for 2+ years by implementing successful coaching and training programs to enhance staff's upselling skills.
- Managed up-to-date record keeping of employee attendance, payroll data, and vacation requests. Conducted in-depth analysis of business trends to ensure compliance with the appropriate shift/barista comp ratio while adhering to earned payroll standards for scheduling practices.
- Conducted thorough inventory analysis and developed streamlined ordering procedures resulting in significant waste reduction.
- Provided leadership during times of organizational change or crisis situations.
- Evaluated data on customer feedback trends and reporting to create actionable plans for improving product quality, service speed, and customer interactions.
- Demonstrated expertise in maintaining a 95% QASA rating during quarterly audits by training and coaching supervisors on food safety and cleanliness standards for company and state.
- Monitored staff performance and implemented improvement plans based on HR guidelines.
- Developed and managed company reputation through hosting outreach events, fostering community engagement.
- Organized and facilitated regular team and management meetings to discuss business results, inform upcoming promotions, and enhance overall store performance.
Manager
Maurices
The Dalles, OR
06.2008 - 11.2010
- Oversaw retail store operations on a daily basis, ensuring efficient recruitment/hiring processes, staff scheduling accuracy, effective inventory management and adherence to store merchandising standards.
- Monitored store performance metrics, including sales, profitability and customer service ratings.
- Achieved the #4 ranking in regional store sales performance for fiscal year 2009, resulting in recognition and an award for outstanding accomplishments.
- Managed an expert team to enhance the overall shopping experience by guiding customers in selecting brands and products based on their individual preferences and needs, while providing targeted coaching on 'building the whole outfit'.
- Established weekly and monthly goals for achieving desired revenue by driving sales and increasing credit card applications.
- Executed store merchandising adjustments and implemented staff practices to minimize theft of popular items, resulting in reduced shrinkage.
- Implemented new training programs to equip employees with in-depth knowledge of products and better preparedness for upcoming sales or promotional events.
- Trained and coached team to schedule private shopping parties with regular clientele, driving new lines of revenue.
- Successfully organized and presented a community Fashion Show, strengthening the presence of our store and local humane society. Led to boosted sales and facilitated numerous pet adoptions/rescues.
- Enhanced conflict resolution outcomes by providing guidance to employees on how to navigate complicated sales transactions, complex issues, and challenging customer situations.
Account Executive
Portline, Inc
Beaverton, OR
09.2002 - 09.2007
- Conducted online research to identify potential clients seeking website development, design, and eCommerce integration.
- Proactively reached out to potential leads from vendors and incoming online or phone inquiries, establishing connections and gathering information on the designated person overseeing online presentations and functions. Crafted personalized development proposals that addressed companies' specific needs.
- Connected with companies in the SEO management sector and collaborated with their sales teams to establish a successful referral network, resulting in a significant increase in Portline's close-ratio.
- Developed and closed Portline's 'web-development-retainer' with Frontier Airlines, AeroMexico Airlines, as well as international company Trading-Post out of Australia.
- Provided CEO with daily updates on sales progress to keep informed about ongoing deals and analyze effective strategies for closing contracts.
Education
Some College (No Degree) -
Mount Hood Community College
Gresham, ORSkills
- Communication
- Rapport building
- Persistence
- Perseverance
- Knowledge expansion
- Understanding
- Relationship Building
- Client Retention
- Upselling
- Quality output
- Problem Solving
- Critical thinking
- Empathy
- Active Listening
- Sales Leadership
- Coaching and Mentoring
- Hiring and Training
- Promotional planning
- Store Opening and Closing
- Highly motivated
- Sense of urgency
Awards
- Safeco's Award of Distinction, Producer of the Year: 2019, 2020, 2021, & 2022
- Safeco's SOAR Award 2017 & 2018 (Outstanding Agent Recognition)
- Safeco's first agent to complete PDP & #1 Producing Agent Nationally 2018
- Starbuck's Partner of the Quarter 2013
- Maurices: #1 Annual Retail Sales (Individual Associate) 2010
- Coffee Master Certified
Accomplishments
- Safeco Insurance Award of Distinction: Producer of the Year: 2019, 2020, 2021, 2022
- Safeco Insurance SOAR Award (Outstanding Agent Recognition): 2017, 2018
- Safeco Insurance: 1st Completion of PDP Program & #1 top sales in national annual contest.
- Starbuck's Partner of the Quarter 2013
- Maurices: #4 in Region - Annual Sales 2009
References
References available upon request.
Timeline
Insurance Producer
Chamberlain Insurance
09.2016 - 04.2024
Barista, Supervisor, Asst. Manager & Store Manager
Starbucks Coffee Co
03.2011 - 06.2016
Manager
Maurices
06.2008 - 11.2010
Account Executive
Portline, Inc
09.2002 - 09.2007
Some College (No Degree) -
Mount Hood Community College