Summary
Overview
Work History
Education
Skills
Timeline
Generic

Harriet (Hattie) Lundy

Claremore,OK

Summary

Dynamic professional with a proven track record at Grand Mental Health, excelling in roles requiring excellent communication and teamwork. Demonstrated ability to build strong client relationships. Skilled in problem-solving and adaptable to change, consistently committed to personal and professional growth. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Proven track record of helping newly hired RSSs learn how to efficiently manage a caseload, while providing the best client care.

Overview

31
31
years of professional experience

Work History

RSS, CAMS I, BHWC

Grand Mental Health
11.2019 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Proven record of teaching newly hired peers
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Passionate about learning and committed to continual improvement.


Insurance Agent

American Income Life
03.2001 - 06.2003
  • Recruited and trained new agents
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Sales and Advertising Coordinator

JEBCO
08.1993 - 03.1998
  • Boosted audience engagement by incorporating innovative ideas into advertisement designs.
  • Trained agents on newly developed insurance product
  • Traveled extensively to promote product and ensure product was presented accurately.
  • Lead team in design and development of all printed materials
  • Negotiated contracts with media providers, securing favorable rates and prime placements for ads.
  • Coordinated with creative teams to produce visually engaging advertisements for various media platforms.
  • Planned and executed promotions and special events from concept to completion.

Education

Associate of Arts - Communications

University of Kansas
Lawrence, KS

General

Johnson County Community College
Overland Park, KS

Skills

  • Friendly, Positive Attitude
  • Teamwork and Collaboration
  • Teaching
  • Active Listening
  • Excellent Communication
  • Customer Service
  • Problem-Solving
  • Time Management
  • Flexible and Adaptable
  • Dependable and Responsible

Timeline

RSS, CAMS I, BHWC

Grand Mental Health
11.2019 - Current

Insurance Agent

American Income Life
03.2001 - 06.2003

Sales and Advertising Coordinator

JEBCO
08.1993 - 03.1998

Associate of Arts - Communications

University of Kansas

General

Johnson County Community College
Harriet (Hattie) Lundy