Jennifer Thompson - Neal
Frisco
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
7
7
years of professional experience
1
1
Certification
Work History
Account Manager
Fortis Insurance Partners
11.2024 - 08.2025
- Improved overall team productivity by implementing best practices in organization and time management.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Built relationships with customers and community to promote long term business growth.
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.
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
- Hawksoft software proficiency
- Talent acquisition
- Excel data analysis expertise
- Collaborative teamwork
- Client relationship development
- Skilled in utilizing AMS 360 platform
- Proficient in Microsoft Word
- Customer relations
- Customer relationship management
Certification
- Property and Casualty License 2021
- Life Insurance License 2022
- Notary 2023
Timeline
Account Manager
Fortis Insurance Partners
11.2024 - 08.2025
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
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