Jamie Dawn
New Haven,CT
Summary
Accomplished professional with a proven track record in business management and customer relations, notably at General Datacomm Industries. Skilled in financial planning and client service, I excel in organizational skills employee development, and inventory management. Leveraging strong negotiation and relationship-building abilities, I have consistently enhanced customer satisfaction and achieved significant business milestones.
Overview
39
39
years of professional experience
Work History
Owner & Manager Of a Consignment Store
Self Employed
New Haven, CT
01.2023 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals for consignors and shoppers.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Implemented marketing strategies to increase brand awareness and attract new customers.
Realtor & Broker
Coldwll Banker Realty
New Haven, CT
04.2015 - Current
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
- Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.
- Provided expert advice on property values, guiding clients to make informed decisions when buying or selling homes.
- Ensured compliance with federal/state laws regulating real estate transactions.
- Wrote contracts to outline sales and purchases of properties.
- Advised and informed prospective clients on current market activities and conditions.
Insurance Sales Agent
Aflac
Orange, CT
03.2011 - 01.2015
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Client Financial Administrator
Regent Wealth Management
Woodbridge, CT
06.2010 - 01.2011
- Handled sensitive financial information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Generated investment reports for management.
- Processed Required Minimum Distributions for clients.
- Processed and mailed client statements.
- Handled client inquires and requests for funds.
Financial Planner
The Barnum Financial Group An Office Of Metlife
Shelton, CT
10.2002 - 06.2010
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Provided investment advice and recommended investment products.
- Taught several classes on Financial Planning
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
Manager of Customer Service
General DataComm Industries
Naugatuck CT
09.1998 - 02.2002
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
Regional Service Administrator
General DataComm Industries
Waltham, MA
06.1985 - 10.1998
- Responsible for $3,000,000 in spare parts inventory held in two stock room and the vehicles of 28 Field Engineers throughout New England & the Tri-State Area
- Processed expense reports.
- Managed staff of two logistics coordinators.
- Planned inventory purchases for upcoming installations.
- Managed fleet of leased vehicles.
- Traveled between Boston & New York on a monthly basis.
Education
Bachelor of Science - Business Management
Emmanuel College
Boston, MA05.1996
Skills
- Customer Relations
- Small business operations
- Relationship Building
- Verbal and written communication
- Client Service
- Operations Management
- Business Management
- Staff Management
- Marketing
- Financial Management
- Staff hiring
- Business Administration
- Business marketing
- Negotiation
- Administrative Oversight
- Financial Planning
- Customer Service Management
- Effective leader
- Scheduling
- Inventory Control
- Inventory Management
- Inventory Tracking and Management
- Direct Sales
- Logistics
- Employee reviews
Timeline
Owner & Manager Of a Consignment Store
Self Employed
01.2023 - Current
Realtor & Broker
Coldwll Banker Realty
04.2015 - Current
Insurance Sales Agent
Aflac
03.2011 - 01.2015
Client Financial Administrator
Regent Wealth Management
06.2010 - 01.2011
Financial Planner
The Barnum Financial Group An Office Of Metlife
10.2002 - 06.2010
Manager of Customer Service
General DataComm Industries
09.1998 - 02.2002
Regional Service Administrator
General DataComm Industries
06.1985 - 10.1998
Bachelor of Science - Business Management
Emmanuel College