Erica Johnson
Texas Roadhouse
Taylor,MI
1
Certification
8
years of professional experience
Results-oriented Financial Professional experienced in insurance and client service. Achieved client satisfaction through transaction processing accuracy and consultative selling skills. Focused on driving policy sales and enhancing client relationships by guiding clients through complex decision-making processes.
Work History
Life Insurance Agent
1 Year 7 Months- Conducted in-depth client consultations to assess financial goals and risk tolerance.
- Developed customized life insurance solutions based on client needs and preferences.
- Educated clients on policy features, benefits, and claim processes to enhance understanding.
- Maintained accurate client records and policy documentation using CRM systems.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Server
3 Years 1 Month- Cultivated positive guest experiences through outstanding customer service to strengthen loyalty.
- Coordinated service for multiple tables to enhance customer satisfaction through timely and accurate order fulfillment.
- Collaborated with kitchen staff to facilitate smooth communication and expedite orders.
- Trained new servers on menu items, service protocols, and operational standards.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
Newborn Baby Photographer
7 Months- Captured high-quality images of newborns, ensuring a comfortable environment for families.
- Developed creative concepts for photo sessions tailored to individual client preferences.
- Utilized advanced photography equipment and editing software to enhance image quality.
- Led training sessions for junior photographers on posing techniques and lighting setups.
- Developed strong relationships with hospital staff to facilitate seamless on-site photography sessions for new parents.
- Maximized revenue by offering additional products such as albums, framed prints, or digital files to complement standard print packages.
- Managed post-production editing process to ensure timely delivery of high-quality images to clients.
Financial Advisor Assistant
1 Year 1 Month- Assisted in preparing financial plans and investment strategies tailored to client needs.
- Streamlined communication between advisors and clients, enhancing relationship management.
- Developed and maintained comprehensive client databases using CRM software for effective tracking.
- Coordinated client onboarding processes, ensuring accuracy and compliance with regulatory requirements.
- Implemented process improvements that increased operational efficiency within the advisory team.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
PT Teller
3 Years- Processed customer transactions efficiently, ensuring accuracy and adherence to financial protocols.
- Maintained cash drawer integrity through meticulous balancing and error correction procedures.
- Resolved customer inquiries and concerns, enhancing overall satisfaction and loyalty.
- Monitored compliance with bank policies and regulations to mitigate risks effectively.
- Collaborated with team members to streamline workflow and reduce transaction times significantly.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
Education
High School Diploma
Skills
Insurance product expertise
Insurance policy sales
Financial planning
Client acquisition
Needs assessment
Consultative selling
Cross-selling strategies
Cash handling and management
Transaction processing accuracy
Account management
Client service
Building relationships
Strong work ethic
Service prioritization
Suggestive selling
Certification
SIE certificate
Timeline
Life Insurance Agent
Equis Financial
03.2025 - CurrentRead More
Server
Texas Roadhouse
09.2023 - CurrentRead More
Newborn Baby Photographer
Mom365 Newborn Photography
02.2023 - 09.2023Read More
Financial Advisor Assistant
CUSO Financial Services L.P Wealth Management
01.2022 - 02.2023Read More
PT Teller
Dfcu Financial
01.2019 - 01.2022Read More
American School of Corr
High School Diploma
Read More