Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Grace Coxwell

Tifton,GA

Summary

Highly driven client relationship manager with a strong background in meeting customer service, sales, and business development objectives. Astute professional versed in assessments, procedures, and regulatory guidelines. Demonstrated team player and contributor facilitating achievement of corporate goals, client satisfaction, and effective sales process management.

Overview

2
2
years of professional experience

Work History

Client Relationship Manager

Selph Financial Group
Tifton, GA
03.2025 - Current
  • Serve as the primary point of contact for client interactions, ensuring a high level of service and relationship management.
  • Process life insurance applications and manage all related client requirements with accuracy and confidentiality.
  • Coordinate communication between third-party vendors, brokers, carriers, and internal offices to ensure seamless case progression.
  • Support account setup and funding processes for clients, working directly with financial institutions and professionals.
  • Maintain collaboration with external financial professionals to facilitate client onboarding and policy management.
  • Currently pursuing Life, Sickness, and Health Agent license to expand service capabilities and licensing compliance.

Business Development Specialist

Peak Talent Capital Solutions
Augusta, GA
01.2024 - 07.2024
  • Identified, evaluated, and pursued new business opportunities to expand corporate reach.
  • Developed key relationships with customers through regular communication meetings and events.
  • Generated sales leads by attending trade shows and networking events.
  • Implemented promotional activities such as print advertising campaigns, email campaigns, and direct mailings.
  • Established effective working relationships with internal teams including marketing, operations, finance, and legal departments.
  • Maintained up-to-date knowledge of current industry trends in order to develop innovative approaches for growth.
  • Prepared detailed reports on progress against goals for senior management review.
  • Represented the organization at various conferences or exhibitions to promote products and services.
  • Partnered with team members in other business functions to establish the best possible solutions.

Barista Manager

Nine Line Apparel/Bunker Cafe
Augusta, GA
03.2023 - 04.2024
  • Managed barista staff, ensuring proper training and scheduling.
  • Created and implemented operational procedures for the barista team to ensure customer satisfaction.
  • Developed new ideas to increase sales and customer loyalty through promotions or special events.
  • Maintained records of daily transactions and prepared reports for management review.
  • Performed administrative tasks such as payroll processing, employee scheduling, budgeting or tracking expenses.
  • Assisted with customer inquiries, complaints, and handled escalated issues in a professional manner.

Education

High School Diploma -

Harlem High School
Harlem, GA
05-2024

Skills

  • Client Onboarding & Support
  • Liaison Between Brokers, Carriers, and Clients
  • Workflow Coordination
  • Financial Platforms & Client Portals
  • Willingness to Learn & Adapt
  • Personal dedication to efficiency
  • Professional Communication
  • Sales lead generation
  • Operational oversight
  • Networking skills
  • Business growth strategies

Affiliations

  • I am a full time horse owner
  • The outdoors is my favorite place.

Timeline

Client Relationship Manager

Selph Financial Group
03.2025 - Current

Business Development Specialist

Peak Talent Capital Solutions
01.2024 - 07.2024

Barista Manager

Nine Line Apparel/Bunker Cafe
03.2023 - 04.2024

High School Diploma -

Harlem High School

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