Jessica Perry
Ankeny,IA
Summary
Dynamic leader with a proven track record at Principal Financial Services, excelling in operations management and strategic planning. Spearheaded a Culture Committee, enhancing employee engagement and collaboration. Expert in customer service and project management, significantly improving customer satisfaction and streamlining workflows. Skilled in fostering cross-functional teamwork and driving business growth through innovative solutions. Adaptable to different personalities.
Overview
20
20
years of professional experience
Work History
Manager
Principal Financial Services
03.2019 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Resolved staff member and customer conflicts, by actively listening to concerns and finding appropriate middle ground.
- Defined clear targets and objectives and communicated to other team members.
- Maintained professional demeanor by staying calm when addressing situations.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained professional, organized, and safe environment for employees.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery. Send surveys out on thing we could work on and provided an open line of communication.
- Maintained positive customer relationships by addressing problems head-on and implementing successful corrective actions.
- Established performance goals for employees and provided feedback for reaching those milestones.
- Streamlined workflows by identifying issues and implementing appropriate solutions.
- Recruited, interviewed and hired employees.
- Improved staffing during busy periods to meet customer needs and still allow a work life balance for staff.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities by creating a Culture Committee in 2020 to boost morale and work through a changing environment of remote employees.
- Successfully managed budgets set forth for our department.
- Completed a Citizen Developer program to create BOTS.
Assistant Manager
Principal Financial Services
07.2017 - 03.2019
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Coordinated with customers to ensure timely delivery of products and resolve issues.
- Managed inventory of work.
- Supervised and lead day-to-day operations to meet performance, quality and service expectations.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees.
- Promoted teamwork and encouraging collaboration among staff members by cross training.
- Built strong working relationships with customers to understand their needs.
Team Lead
Principal Financial Services
06.2015 - 07.2017
- Trained new team employees.
- Quality checked work that employees completed.
- Influenced positive change within the organization through strategic thinking, innovation, and problem-solving abilities.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals.
- Coached team members in best practices and more efficient processes.
- Led cross-functional teams for successful project execution while maintaining strong collaboration among team members.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Was part of the Agile team to provide feedback and testing of new products.
- Held weekly meetings and one on ones when my Leader needed assistance.
- Handled conflict resolution between employee and/or customers
Senior Sales Support Specialist
Principal Financial Services
06.2005 - 03.2006
- Positioned non medical quotes for our Sales Office Partners.
- Provided excellent quality.
- Mentored new employees.
- Served as a reliable resource for product knowledge.
- Fostered lasting relationships with customers through effective communication and quick response.
Education
Associate of Applied Science - Business Management
Indian Hills Community College
Ottumwa, IA06-2022
High School Diploma -
Oskaloosa High School
Oskaloosa, IA05-1999
Skills
- Customer service
- Time management
- Decision-making
- Complex Problem-solving
- Relationship building
- Strategic planning
- Operations management
- Project management
- Cross-functional teamwork
- Excel
- Word
- Outlook
- Powerpoint
- PowerBi
Timeline
Manager
Principal Financial Services
03.2019 - Current
Assistant Manager
Principal Financial Services
07.2017 - 03.2019
Team Lead
Principal Financial Services
06.2015 - 07.2017
Senior Sales Support Specialist
Principal Financial Services
06.2005 - 03.2006
Associate of Applied Science - Business Management
Indian Hills Community College
High School Diploma -
Oskaloosa High School