Donnell Ragsdale
Los Banos,CA
Summary
Dynamic Software Consultant with a Life Insurance background who possesses proven skills in client communication and relationship management. Expertise in delivering tailored software solutions that enhance operational efficiency and drive project success.
Overview
5
5
years of professional experience
Work History
Software Consultant
Invoice Maps
Los Banos, CA
11.2025 - Current
- Analyzed client requirements to develop tailored software solutions enhancing operational efficiency.
- Collaborated with cross-functional teams to implement software applications that streamline invoice processing.
- Attend Water District Board Meetings to present AI software to board members
- Cold Call multiple industries to collaborate ideas on how the software can help save time and money.
- Manages 30 emails and 25-30 phone calls daily
Financial Representative
Legaci Tomorrow Insurance and Financial Services
Sacramento, CA
05.2025 - Current
- Assisted clients in understanding financial products and services to meet their needs.
- Processed applications for insurance policies, ensuring accuracy and compliance with regulations.
- Provided support in preparing financial reports and presentations for client meetings.
- Running client meetings using Living Balance sheet system to help uncover Financial goals and concerns and improving sales over 70%.
Unit Field Trainer
Bankers Life Insurance and Casualty
Chico, CA
06.2023 - 05.2025
- Delivered training programs to enhance agent performance and knowledge retention.
- Facilitated onboarding processes for new agents, ensuring compliance with company standards.
- Evaluated training effectiveness through feedback and assessment tools, refining content as needed.
- Collaborated with management to identify skill gaps and develop targeted training solutions.
- Helped families attain proper Life Insurance and Medicare coverage to protect their Financial liability .
- Managed new employee orientation training process for more than 20 employees each year.
Licensed Insurance Agent/Insurance Broker
Symmetry Financial Group
Chico, CA
04.2021 - 05.2023
- Developed customized insurance plans tailored to client needs and financial goals.
- Educated clients on coverage options, enhancing understanding of policy details and benefits.
- Streamlined application processes, improving client onboarding efficiency and satisfaction.
- Mentored junior agents, fostering knowledge sharing and professional growth within the team.
- Used crm to track client interaction and product tracking
- Mentored junior agents on best practices for client engagement and policy management, promoting team growth.
Education
Bachelor of Science - Physical Education And Coaching
Sonoma State University
Rohnert Park, CA01-1997
No Degree - Physical Education
San Diego State University
San Diego, CA06-1995
Associate of Arts -
San Diego Mesa College
San Diego, CA06-1989
Skills
- Client communication
- Client relationship management
- Project management
- Workflow optimization
Timeline
Software Consultant
Invoice Maps
11.2025 - Current
Financial Representative
Legaci Tomorrow Insurance and Financial Services
05.2025 - Current
Unit Field Trainer
Bankers Life Insurance and Casualty
06.2023 - 05.2025
Licensed Insurance Agent/Insurance Broker
Symmetry Financial Group
04.2021 - 05.2023
Bachelor of Science - Physical Education And Coaching
Sonoma State University
No Degree - Physical Education
San Diego State University
Associate of Arts -
San Diego Mesa College