Summary
Overview
Work History
Education
Skills
Learn a bit more about me here:
Timeline
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Doanyelle Conner Caceres

Woodland,WA

Summary

Dynamic and results-driven professional with 30 years of experience in sales support and account management. Excited to leverage industry knowledge and leadership skills to contribute effectively to Allstate's Sales Support & Account Management Department.

Overview

27
27
years of professional experience

Work History

Client Onboarding Consultant - Premier Accounts

Allstate Benefits
03.2024 - Current
  • Delivers outstanding service to clients to maintain and extend relationships for future business opportunities.
  • Liaises with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Collaborates with cross-functional teams to successfully deliver comprehensive solutions for internal and external partners.
  • Manages client relationships through regular check-ins and updates on project progress.

Service Specialist - Premier Accounts

Allstate Benefits
05.2022 - 03.2024
  • Improved customer satisfaction by addressing and resolving service-related issues promptly and professionally.
  • Consistently met or exceeded performance metrics related to service quality, response time, and customer satisfaction scores.
  • Achieved high levels of productivity by optimizing workload management methods and prioritizing tasks according to urgency.
  • Cultivated strong relationships with clients through excellent communication skills and genuine concern for their needs, leading to increased client retention rates over time.

Key Broker Billing Consultant II

Allstate Benefits
07.2014 - 05.2022
  • Prepared extensive account, invoice, policy, and discrepancy audits.
  • Led welcome calls for new clients to ensure billing was set up accurately and to explain billing processes. Trained clients on online billing portal.
  • Led routine billing calls with brokers.
  • Researched and cleared billing suspense items within 30 days 100% each month.
  • Facilitated the training of four new team-members and co-led training for all department new-hires for six weeks.
  • Provided routine training to internal teams regarding Group Whole Life billing.
  • Developed job aides for the department.
  • Led multiple team meetings each month.

Loan Balancing Supervisor

Seacoast National Bank
06.2009 - 11.2014
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
  • Monitored workflow to improve employee time management and increase productivity.
  • Liaised with the OCC to ensure compliance and proper training for flood insurance regulations. Led a task force to remove a negative standing regarding existing flood insurance documentation procedures.
  • Approved and reconciled vendor billings.
  • Insured that customer escrow accounts were discrepancy-free and accurate.

Bank Manager

Seacoast National Bank
06.1997 - 06.2009
  • Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
  • Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
  • Assessed employee performance and developed improvement plans.
  • Built strong relationships with local businesses, fostering partnerships that benefited both parties.
  • Performed all credit analyses for the bank, including for vendors.
  • Created and managed multiple new departments, including Collections, Residential Construction, and Commercial Participations and Syndications.
  • Supervised multiple teams simultaneously, including Underwriting, Loan Processing, Collections, Branch Personnel, Facilities, and Commercial Lending.
  • Created the annual budget for multiple branch locations.

Education

MBA - Organizational Leadership

Strayer University - Jack Welch Management Inst.
Washington
06.2024

Bachelor of Science - Converged Communications

Florida State College At Jacksonville
Jacksonville, FL
06.2017

Vocational Degree - Paralegal Studies

Keiser University
Melbourne, FL
06.1994

Skills

  • Strong leadership skills, motivating the team and inspiring followership
  • Excellent written and verbal communication skills, able to interpret complex information and communicate effectively with customers
  • Can-do approach, excelling in a fast-paced environment
  • Proficient in Microsoft Word, Excel, PowerPoint
  • Strong analytical and problem-solving skills, with the ability to work on multiple projects against strict deadlines
  • Effective interpersonal relationship skills, establishing working relationships with direct reports, peers, and colleagues

Learn a bit more about me here:

https://sway.cloud.microsoft/Alrd2zlc1pTX75NO?ref=Link

Timeline

Client Onboarding Consultant - Premier Accounts

Allstate Benefits
03.2024 - Current

Service Specialist - Premier Accounts

Allstate Benefits
05.2022 - 03.2024

Key Broker Billing Consultant II

Allstate Benefits
07.2014 - 05.2022

Loan Balancing Supervisor

Seacoast National Bank
06.2009 - 11.2014

Bank Manager

Seacoast National Bank
06.1997 - 06.2009

MBA - Organizational Leadership

Strayer University - Jack Welch Management Inst.

Bachelor of Science - Converged Communications

Florida State College At Jacksonville

Vocational Degree - Paralegal Studies

Keiser University
Doanyelle Conner Caceres