Jennifer Neal
Frisco,TX
Summary
Accomplished Assistant Vice President at Transportation Insurance Solutions, adept in project management and effective relationship building. Spearheaded initiatives enhancing organizational cohesion and client satisfaction. Proven track record in strategic planning and negotiation, fostering long-term business growth at Neal Companies. Skilled in decision-making and cultivating strong client relationships, consistently delivering tailored insurance solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Transportation Insurance Solutions
01.2023 - 11.2024
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
- Provided detailed information about company insurance products.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Insurance Producer/ Office Manager
Starry Agency/ Starry Solar
01.2021 - 01.2023
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
Co Owner
Neal Companies
01.2019 - 01.2023
- Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
- Collaborated with co-owner on strategic planning initiatives for long-term business success.
- Improved customer satisfaction ratings by consistently delivering high-quality products and services.
- Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
- Networked with other businesses and customers to increase sales opportunities and contacts.
- Recruited, interviewed and hired new staff members and developed training materials for employees.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Education
Associate of Applied Science -
Carl Albert State College
Poteau, OK05-2017
Skills
- Decision making & judgment
- Issue resolution skills
- Recruitment / human resources
- Negotiation
- Effective relationship building
- Project management
- Consulting
- Office management
- Scheduling
- Expense reporting
- Relationship building
- Customer service
Certification
Property and Casualty License 2021
Life Insurance License 2022
Notary 2023
Timeline
Assistant Vice President
Transportation Insurance Solutions
01.2023 - 11.2024
Insurance Producer/ Office Manager
Starry Agency/ Starry Solar
01.2021 - 01.2023
Co Owner
Neal Companies
01.2019 - 01.2023
Associate of Applied Science -
Carl Albert State College
Similar Profiles
Kenette PayneKenette Payne
Customer Service Representative at CTC Transportation Insurance ServicesCustomer Service Representative at CTC Transportation Insurance Services
Adam MaldonadoAdam Maldonado
Insurance Advisor at Covered Insurance Solutions (fka Blend Insurance)Insurance Advisor at Covered Insurance Solutions (fka Blend Insurance)
Jaiden HamiltonJaiden Hamilton
Account Manager at BNS Insurance Solutions LLC, Allstate InsuranceAccount Manager at BNS Insurance Solutions LLC, Allstate Insurance
Aiden ZaneAiden Zane
Territory Manager at Priority1Territory Manager at Priority1
PENGBIAO ZHANGPENGBIAO ZHANG
Information Services Developer Lead/Program Manager at CHRISTUS HealthInformation Services Developer Lead/Program Manager at CHRISTUS Health