Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Software
Interests
Volunteer Work
Timeline
Hi, I’m

Haely James

Plano,TX
Haely James

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

17
year of professional experience
2

Certifications

Work History

Constructive Insurance, LLC
Farmers Branch, TX

Insurance Agency Manager
12.2021 - Current

Job overview

  • Evaluated strengths and weaknesses of candidates through effective screening processes.
  • Developed recruiting strategies to identify qualified candidates and build network.
  • Leveraged social media platforms and online job boards to advertise open positions and engage with potential candidates.
  • Facilitated new employee orientations to foster positive team attitude.
  • Identified plans and resources required to meet project goals and objectives.
  • Modified and directed project plans to meet organizational needs.
  • Fostered relationships with vendors to promote positive working relationships.
  • Drove team success through shared vision and recognition of quality performance.
  • Identified, reviewed and applied policies and procedures.
  • Tracked project and team member performance closely to quickly intervene in mistakes or delays.
  • Stayed calm, collected and logical during stressful moments to identify and implement optimal solutions.
  • Increased productivity by Number% and revenue streams by Number% through effective change management practices.
  • Resolved customer service issues by finding immediate solutions, increasing customer confidence and decreasing escalations to executive office.
  • Led employee relations through effective communication, coaching, training and development.
  • Facilitated Timeframe meetings to communicate team performance goals and results.
  • Identified and corrected deficient performance and behaviors to achieve maximum productivity.
  • Evaluated employee performance on Timeframe basis and coached and trained Number team members, increasing quality of work and employee motivation.
  • Monitored incoming calls and provided feedback to Number associates to improve quality of service.
  • Implemented Type new processes to streamline workflow within team, averaging Number hours of additional productivity per day.
  • Collaborated with sales team to set monthly funding goals and tracked progress using Software.

Education

Ashford University
San Diego, CA

Bachelor Of Arts from Public Relations, Advertising, And Applied Communication
09.2014

University Overview

Skills

  • Marketing Strategy Development
  • Employee Coaching and Motivation
  • Performance Tracking and Evaluations
  • Managing Operations and Efficiency
  • Policyholder Communication
  • Commercial Insurance
  • Quotes and Sales
  • Scheduling and Coordinating
  • Email Marketing
  • Professional Relationships
  • Insurance Knowledge
  • Agent Support
  • Team Relationships
  • Consultative Sales Approach
  • Personnel Recruitment
  • Personnel Management
  • Performance Feedback
  • Employee Relations Oversight
  • Active Listening
  • Organizational Systems
  • Talent Pipelining
  • Onboarding, Training and Development
  • Improving Organizational Standards
  • Company Leadership
  • Project Assistance
  • Facilitating Team Meetings
  • Effective Written and Verbal Communication
  • Flexible and Adaptable
  • Conflict Resolution
  • Strong collaborator
  • Self-Motivated
  • Microsoft Office 365

Certification

  • Active Property & Casualty License- licensed in 49 states- 2006-present
  • Active Life & Health License- Texas only- 2007-present
Availability
See my work availability
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Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill

Software

EZLynx, Vertafore, TurboRater, SharePoint, Microsoft Office 365, ECRM, AM Portal, Encompass- Commercial, SalesForce, Skype for Business, Slack, Agency Zoom, Velocify, Dial-IQ

Interests

Sports, Crafting, Reading, Hiking, Fishing, Volunteer work

Volunteer Work

Volunteer Work

President, Williams High School Volleyball Booster Club

2019-2020, Plano, TX

Secretary, Plano East Senior High School Volleyball Booster Club

2021-2022, Plano, TX

Team Leader, Soldiers Angels

2005-2008, Remote

Mission Work

2004, San Luis Potosi, Mexico

Timeline

Insurance Agency Manager
Constructive Insurance, LLC
12.2021 - Current
Ashford University
Bachelor Of Arts from Public Relations, Advertising, And Applied Communication

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Haely James