JoAnn Merritt-Green
SEVERNA PARK,MD
Summary
Customer-oriented and strategic-thinking professional with over 27 years of experience in building relationships, cultivating partnerships, retaining top accounts, and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections, implementing pricing models, and turnaround management.
Overview
27
27
years of professional experience
Work History
President
Merritt Financial Group
SEVERNA PARK, MD
11.1996 - Current
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Analyzed customer needs and provided best options, upselling products and services.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
MILLION DOLLAR ROUND TABLE
Merritt Financial Group
SEVERNA PARK, MD
11.1996 - 02.2018
- Received Women of Distinction Award
- National Association of Professional Women
- Million Dollar Round Table Top of the Table Top of the Court
- Number One Agent in the Country with the Companies I worked for 14 of the 17 years I worked for them.
- Most placed policies every year.
- Took care of Claims
- Managed an agency with eight agents.
- University of Maryland graduated Summa Cum Laude in 1989
Education
Bachelor of Science - Criminology/Pychology
University of Maryland - College Park
College Park, MD05-1990
Skills
- Financial Planning
- Consulting
- Operational Excellence
- Leadership Team Building
- Organizational Leadership
- Marketing Expertise
- Financial Leadership
- Crisis Management
- Account Management
- Sales and Marketing
Timeline
President
Merritt Financial Group
11.1996 - Current
MILLION DOLLAR ROUND TABLE
Merritt Financial Group
11.1996 - 02.2018
Bachelor of Science - Criminology/Pychology
University of Maryland - College Park
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