Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
AssistantManager
JoAnna Marie

JoAnna Marie

Las Vegas,NV

Summary

Dynamic and results-oriented professional with a positive mindset and a strong commitment to excellence in client service. Proven ability to thrive in collaborative environments while effectively managing multiple tasks and responsibilities. Seeking a position that leverages diverse skills and operational expertise to deliver exceptional value and drive organizational success. Equipped with excellent interpersonal skills, adaptability, and a coachable attitude, ready to contribute to team objectives and enhance client satisfaction.

Overview

24
24
years of professional experience
3
3
Certification

Work History

MGA-Executive Producer

GLOBE LIFE / AMERICAN INCOME LIFE INSURANCE
04.2017 - Current
  • Analyzed applications and supporting documentation for life, health, disability, and property & casualty insurance to establish appropriate policy terms and conditions.
  • Achieved timely project delivery while maintaining budgetary constraints through effective team management. Enhanced project outcomes by streamlining communication and collaboration among team members. Drove project success by aligning team efforts with organizational goals.
  • Demonstrated expertise by holding active licenses for life, health, property, and casualty insurance in 26 states, facilitating broad market access.
  • Achieved high client satisfaction by effectively managing personal and contracted insurance policies. Enhanced access to government permanent insurance for union, and veterans through targeted outreach. Improved client engagement by clarifying policy benefits and options.
  • Developed and implemented effective strategies resulting in six-figure annual income.
  • Achieved significant quality improvements and retention rates through strategic oversight. Drove team collaboration to optimize project outcomes. Delivered impactful results by fostering a culture of excellence.
  • Supervised 17+ active agents, fostering collaboration and accountability within the team.
  • Cultivated strong client relationships and optimized sales strategies through 20+ years of dedicated customer service experience.
  • Demonstrated proficiency in building rapport and trust with clients through effective interpersonal communication.
  • Leveraged interpersonal skills to foster client relationships, ensuring improved satisfaction and security.
  • Advocated for community support initiatives to enhance well-being and promote social progress.
  • Demonstrated strong work ethic and self-motivated independence in all tasks.
  • Cultivated a positive, client-focused approach in all interactions.
  • Advised clients on benefits and insurance coverage options, ensuring informed choices for family security.
  • Analyzed client requirements and proposed personalized insurance solutions designed to provide effective coverage and peace of mind.
  • Crafted and delivered complex information in an accessible format, ensuring clarity and comprehension in all communications.
  • Demonstrated proficiency in managing multiple tasks simultaneously in high-pressure environments.
  • Exhibited a commitment to relationship-building and providing support through clear and impactful communication.
  • Exhibited a proactive approach to learning and development, fostering a cheerful disposition in collaborative environments.
  • Cultivated a proactive approach to project management, balancing independent tasks with teamwork to enhance overall productivity.
  • Cultivated strong customer service and sales management skills, contributing to improved team dynamics and customer loyalty.
  • Cultivated a self-driven work ethic in a remote environment, consistently taking initiative to fulfill responsibilities effectively.
  • Utilized advanced technological tools to facilitate effective virtual teamwork and improve overall productivity.
  • Executed management of multiple leads and opportunities through strong organizational skills and strategic planning.
  • Managed client interactions by swiftly responding to inquiries and effectively addressing diverse client needs.
  • An experienced team leader with the ability to initiate/manage cross-functional teams and multidisciplinary projects
  • Analytical thinking; decision making and problem-solving skills
  • Excellent communication skills and positive attitude
  • Project management skills; Influencing, leading, negotiating, delegating abilities, conflict resolution, adaptability, and tolerance to stressful situations
  • Ability to work effectively with diverse populations
  • Ability to foster a cooperative work environment
  • Knowledge of applicable federal, state, and local laws
  • Flexible, able to change priorities quickly, and capable of handling multiple tasks simultaneously
  • Ability to assess complex activities to identify potential financial, operational, and /or compliance risks
  • Ability to work in ambiguous situations, establish criteria, and define work protocols
  • Ability to identify when specialized skills/resources are needed to address unique activities
  • Skilled in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures
  • Demonstrate critical thinking and analytical skills
  • Ability to perform and evaluate the quality of the department’s work
  • Knowledge of financial/business analysis techniques
  • Facilitated mentorship for junior producers, focusing on skill enhancement and team effectiveness.

Education

Associate of Science - Business Administration And Management

University of California, Los Angeles
Los Angeles, CA
05-2001

Skills

  • Timeline management
  • Team leadership
  • Organizational growth
  • Talent acquisition
  • Compliance monitoring
  • Legal compliance
  • Performance analysis
  • Corporate communications
  • Production leadership
  • Effective communication
  • Relationship building
  • Production operations
  • Relationship management

Certification

  • Life, Health, Accident Licenses - 26 States
  • Paralegal 23 years experience

Languages

English
Native or Bilingual

Timeline

MGA-Executive Producer

GLOBE LIFE / AMERICAN INCOME LIFE INSURANCE
04.2017 - Current

Associate of Science - Business Administration And Management

University of California, Los Angeles