Heather Reese
Las Vegas
Summary
Results-driven Insurance Agent recognized for productivity and efficiency in task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Agent
State Farm
Las Vegas
11.2023 - Current
- Assisted clients with selecting appropriate insurance policies and coverage options.
- Analyzed client needs to recommend tailored insurance solutions effectively.
- Processed policy applications and managed client records using insurance software systems.
- Developed long-term relationships with clients through regular communication and follow-up.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Life Insurance Agent
AIG Insurance
Las Vegas
06.2023 - 10.2023
- Educated clients on life insurance products and coverage options.
Transaction Coordinator
Trish Williams/ Keller Williams Marketplace
Henderson
02.2023 - 05.2023
- Coordinated transaction processes between buyers, sellers, and agents for smooth operations.
- Managed documentation and ensured compliance with real estate regulations and policies.
- Facilitated communication among clients, agents, and vendors to streamline transactions.
Real Estate Agent
Scofield Real Estate
Las Vegas
08.2022 - 02.2023
- Coordinated appointments with prospective buyers to showcase houses and plots.
- Advised prospective clients on current market activities and optimal buying or selling choices.
- Generated lists of properties compatible with buyers' needs and financial resources.
- Called or emailed lapsed clients to inquire about continuing needs.
- Presented properties to potential buyers to address questions or concerns.
Real Estate Sales Agent
Resolution Realty
Las Vegas
07.2018 - 07.2022
- Compared properties with similar, recently sold properties in neighboring areas to determine comparative market price.
- Generated lists of properties comparable with buyers' needs and financial resources.
- Consulted with escrow companies and lenders to validate the completion of the terms and conditions of the purchase agreement by the closing date.
- Managed real estate transactions from initiation to closing.
- Scheduled home viewings with potential buyers.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
- Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
- Promoted properties via advertisements, open houses and multiple listing services.
General Manager
Sonic Drive-In
Las Vegas
08.2013 - 07.2021
- Built and maintained loyal, long-term customer relationships with positive, fast, and friendly service.
- Established clear performance goals and metrics for revenue, P&L, customer service and customer retention.
- Wrote weekly schedules for 30+ employees.
- Maintained an average of half a percent under labor budget while providing fast, friendly and accurate service to our customers.
- Maintained a food cost while ensuring quality products were provided to the guests.
- Hiring and training employees with a friendly and positive attitude to ensure our guests receive the best possible experience.
Assistant Manager
Sonic Drive-In
Las Vegas
01.2006 - 07.2013
- Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
- Planned and prepared workflow schedules, delegating tasks for 40-member team.
- Oversaw team development according to industry service standards to further customer loyalty.
- Managed personnel scheduling, facilitating adequate coverage to meet demand.
- Conducted job interviews, led employee performance evaluations and rewarded top performers to attract and retain quality personnel.
- Implemented training processes for newly hired employees and supervised department managers, shift leads and production personnel.
Skills
- Lead follow up
- Contracting
- Excellent communicator
- CRM software use
- Leadership and team building
- Budgeting and cost control strategies
- Communication skills
- Cost analysis and savings
- Employee development
- Employee scheduling
- Purchasing
- Schedule management
- Customer experiences
- Profit and loss accountability
- Recruiting and hiring
- Staff supervision
- Staff training
- Customer relationship management
Certification
Property/Casualty & Life/Health
Timeline
Insurance Agent
State Farm
11.2023 - Current
Life Insurance Agent
AIG Insurance
06.2023 - 10.2023
Transaction Coordinator
Trish Williams/ Keller Williams Marketplace
02.2023 - 05.2023
Real Estate Agent
Scofield Real Estate
08.2022 - 02.2023
Real Estate Sales Agent
Resolution Realty
07.2018 - 07.2022
General Manager
Sonic Drive-In
08.2013 - 07.2021
Assistant Manager
Sonic Drive-In
01.2006 - 07.2013