Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Hi, I’m

Heather Hansen

Greer,SC
Heather Hansen

Summary

Proven Application Specialist with a track record of enhancing client satisfaction and streamlining application process. Excelled in gathering critical information, ensuring policy accuracy, and leading client communications. Demonstrated strong multitasking and relationship-building skills as a Server/Lead Key Holder, significantly improving guest experience and operational efficiency. Skilled in POS systems and adept at staff training.

Overview

15
years of professional experience

Work History

Self Employed Insurance Group

Application Specialist
09.2022 - Current

Job overview

  • Setup client meetings to complete application for life insurance policies.
  • Gather accurate personal and medical information based on what is needed for each company and policy.
  • Regular check ins on status of cases and gather any additional requirements from client or doctors to submit to underwriting.
  • Upon approval, review final offer with clients to ensure policy fits their expectations and needs and make any adjustments before requesting the final contract.
  • Send contract to client once issued, answer any questions, obtain signature and initial premium payment.

Rick Erwin's Dining Group

Server/Lead Key Holder
06.2019 - 03.2024

Job overview

  • Demonstrated strong multitasking skills by managing multiple tables simultaneously and leading large parties.
  • Worked with POS system to accurately place orders and handle payments.
  • Cultivated warm relationships with guests resulting in frequent guest requests.
  • Assisted in training new hires, providing guidance on restaurant standards, practices, and menu and wine knowledge.
  • While managing, executed proper opening and closing proceedings, staffing for each shift, and filling in any roll needed throughout the shift to ensure a smooth service for both employees and guest.
  • Completed end of day report ensuring balanced spreadsheets, counted drawers, completed nightly tip out, and made bank deposits.

Education

Northland Baptist Bible College
, Dunbar

No Degree from English

Skills

  • Client Relations
  • Sales
  • Attention to Detail
  • Creative Problem Solving
  • CRM
  • Typing
  • Multitasking Across Multiple Programs

Additional Information

Experienced in working remotely with a blend of base pay plus commissions.

Willingness to take the skills learned and put them to use in other sales opportunities.

Timeline

Application Specialist

Self Employed Insurance Group
09.2022 - Current

Server/Lead Key Holder

Rick Erwin's Dining Group
06.2019 - 03.2024

Northland Baptist Bible College

No Degree from English
Heather Hansen