Erika Smith
Cincinnati,OH
Summary
Dedicated and results-driven professional with extensive experience in customer relationship management, career planning, and advice. Proven ability to build effective relationships through outbound and inbound calling, guide clients through financial options, and introduce services effectively. Seeking to leverage my background in life insurance, education, and nonprofit coordination to excel in the Workplace Planning and Advice team.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
PHP
01.2024 - Current
- Connected with clients through calls to understand their needs and provide suitable life insurance options.
- Built strong client relationships, leading to increased customer retention and satisfaction.
- Achieved [specific achievement, e.g., “top sales agent for three consecutive quarters”].
- Educated clients on different life insurance policies and assisted them in making informed decisions.
Coordinator
Nevertheless Inc/ Non-Profit
09.2023 - Current
- Managed outreach programs to engage and support the community, leading to increased program participation.
- Built and maintained relationships with donors, volunteers, and community members.
- Organized and facilitated events and workshops to educate and assist the community in various aspects.
- Conducted regular follow-ups and provided continuous support to program participants.
Elementary School Teacher
Cincinnati Public Schools
08.2016 - 05.2024
- Developed and implemented curriculum plans that aligned with educational standards and objectives.
- Coordinated school activities and events, enhancing student engagement and community involvement.
- Guided students and parents through educational options and supported their academic planning.
- Successfully managed classroom environments, ensuring a positive and productive learning atmosphere.
Education
Bachelor of Science - Business Administration
Central State University
Wilberforce, OH05.2016
Skills
- Relationship Building
- Outbound and Inbound Calling
- Client Consultation
- Financial Planning and Advice
- Curriculum Development
- Event Coordination
Certification
State of Ohio Department of Insurance
Timeline
Life Insurance Agent
PHP
01.2024 - Current
Coordinator
Nevertheless Inc/ Non-Profit
09.2023 - Current
Elementary School Teacher
Cincinnati Public Schools
08.2016 - 05.2024
Bachelor of Science - Business Administration
Central State University
State of Ohio Department of Insurance
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