Jessica Karandreas
Phoenix,AZ
Summary
Energetic leader promotes 21 years of industry experience with superior record of accomplishment. Ambitious and highly motivated business consultant/ life coach surpasses demanding objectives and achieves or exceeds set goals.
Skilled Consultant skilled in client oversight, issue resolution and business presentation. Impressive capability for juggling multiple tasks and projects within deadlines and delivering quality suggestions. Focused on helping resolve business issues and capitalize on development opportunities.
Accomplished professional experienced in life/business strategy consulting. Dedicated to offering transformative and revitalizing support for ever-changing requirements. Offers strengths in relationship building, policy development and procedure optimization.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Consultant
Innovative Designs For You
Kona , HI
2001.06 - Current
- Authored detailed work plans to meet business priorities and deadlines.
- Boosted success of client's organization by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems.
- Saved considerable costs by renegotiating outsourcing contracts.
- Educated staff on organizational mission and goals to help employees achieve success.
- Coached staff on daily performance and conducted evaluations to constructively address concerns.
Risk Management Specialist
PSCU Financial Services
Phoenix , AZ
2007.05 - 2008.10
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
- Advised senior managers on policy strategies for reducing liability and preventing losses.
- Investigated allegations to check validity and recommend actions to minimize risk.
- Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
- Maintained current team documentation, validated codes and tracked invoices to keep accounts and records current.
- Assisted with minimizing risk exposure by reviewing claim validity and viability against coverage standards.
Certified Credit Counselor 2
Money Management Int
Phoenix , AZ
2005.10 - 2007.05
- Reviewed patient accounts for reversal of administrative, courtesy or contractual adjustment
- Analyzed and evaluated credit applications and financial information, and approved credit lines to pre-defined limit.
- Resolved routine credit and collection situations and requested assistance on highly sensitive accounts.
- Investigated and researched credit and undistributed balances on accounts, working through to resolution.
- Negotiated with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions or payment plans.
- Interviewed clients by telephone or in-person to gather financial information.
- Assessed individual client situations and made targeted recommendations for products and services to resolve specific situations.
- Responded to client concerns and questions about credit scores and methods to improve numbers.
- Produced budget tools, educational support and referrals for clients.
Insurance Agent
AIG Insurance
Phoenix , AZ
2005.03 - 2005.10
- Responded to customer calls swiftly to resolve issues and answer questions.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Obtained underwriting approval by completing application for coverage.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
Financial Counselor
Take Charge America
Phoenix , AZ
2003.10 - 2004.10
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Helped clients identify and set short- and long-term financial and life goals and devise plans to reach those goals.
- Taught basics of credit improvement, money management and asset building for low- to middle-income clients.
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
- Explored specific plans of action to address creditor demands and reduce debt.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Education
Associate Of Applied Science - Financial Education, Risk Management And Customer Service
Rio Solado
08.2002
Skills
- Business Planning
- Operations Analysis
- Analytical Thinking
- Management Coaching
- Subject Matter Expert
- Cost Analysis
- Outcome Accountability
- Financial Consulting
- Strategic Consulting
- Research and Development
- Working with Consultants
- Corporate Tax Returns
- Consultation and Advisement
- Global Thinking
- Solution Optimization
Accomplishments
Made it possible Nationwide for anyone who was on an adjustable rate mortgage to switch to a fixed rate saving hundreds and thousands of households thousands off the mortgage every month.
Increased Rosatis franchise sales by 200% , increasing profit sales 68%
Advised senator Melissa Rooker on the use of zoom to continue education during COVID-19, zoom users went from 200,000 to over 10,000,000 practically overnight.
Provide strategy consulting along with brainstorming new ideas with Innovative Designs for You in regards to government policies , business, and Customer satisfaction.
Certification
- Licensed P&C- AIG
- AAS financial development series 7 and 63, - Take Charge America
- Certified NFEC and ISO-9001 in compliance with agencies that include FINRA (Financial Industry Regulatory Authority), the SEC (Securities & Exchange Commission), the FTC (Federal Trade Commission), and the APA (American Psychological Association).
Timeline
Risk Management Specialist
PSCU Financial Services
2007.05 - 2008.10
Certified Credit Counselor 2
Money Management Int
2005.10 - 2007.05
Insurance Agent
AIG Insurance
2005.03 - 2005.10
Financial Counselor
Take Charge America
2003.10 - 2004.10
Consultant
Innovative Designs For You
2001.06 - Current
Associate Of Applied Science - Financial Education, Risk Management And Customer Service
Rio Solado
- Licensed P&C- AIG
- AAS financial development series 7 and 63, - Take Charge America
- Certified NFEC and ISO-9001 in compliance with agencies that include FINRA (Financial Industry Regulatory Authority), the SEC (Securities & Exchange Commission), the FTC (Federal Trade Commission), and the APA (American Psychological Association).
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