Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
References
Timeline
Generic

Jodi Welch

Bloomington,IL

Summary

My goal is to be a part of a team that aligns with my personal goals and belief system while allowing me to be a strong, effective team member through my leadership ability, strong communication skills, well developed organizational skills, self starting professional work habits, and problem solving abilities

Overview

23
23
years of professional experience
1
1
Certification

Work History

Underwriting Service Assistant

State Farm
Bloomington, IL
06.2022 - Current
  • Maintained positive working relationship with fellow staff and management through strong communication skills
  • Reviewed and processed applications, documentation, and other pertinent information to ensure accuracy.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Strong focus on quality work through critical thinking skills, attention to detail and resource utilization
  • Identified any inconsistencies between documents submitted by customers and existing records.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Mentored 7 new hires through personal experience sharing sessions & as a production resource
  • Facilitated peer training review and up-skilling sessions
  • Served on Work Flow Task Force to identify more efficient processes
  • Served as Training Ambassador for my team
  • Maintained updated knowledge through continuing education and advanced training.

Lead Broker Assistant

Advance Trading Inc
Bloomington, IL
01.2009 - 06.2022
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Oversee recruitment, evaluation and development of personnel
  • Accept and enter trade orders, changes and cancellations
  • Reconcile accounts and update customer information including hedge records, open orders and research databases
  • Calculate and collect daily margin requirements
  • Resolve customer issues & discrepancies
  • Serve on a peer group overseeing proprietary software
  • Prepared documents related to new accounts set-up including KYC forms and agreements.
  • Served as a liaison between brokers and clients and internal teams regarding account issues.
  • Displayed strong telephone etiquette, effectively handling difficult calls.

Branch Manager

Apria Healthcare
Bloomington and Champaign, IL
01.2001 - 01.2008
  • Build positive staff culture through team centered working environment
  • Responsible for hiring, developing and terminating staff
  • Conduct annual employee performance reviews and review position salary range
  • Participated in community events to promote brand awareness.
  • Resolve customer complaints
  • Prepare and present quarterly branch review to a group of peers and management.
  • Manage P & L report and work with projected budgets
  • Work all financial indicators to be within corporate set guidelines
  • Ensure JCAHO and FDA compliance
  • Track results for growth initiative programs

Branch Respiratory Therapy Manager

Apria Healthcare
St Louis, MO
  • JCAHO compliance team
  • Co-market with Sales team
  • Implement and execute clinical improvement programs
  • Handle HR tasks such as hiring, terminating, and disciplinary action for clinical department
  • Train and in-service staff
  • Communicate with middle and upper management.
  • Managed a team of respiratory therapists and provided guidance on patient care decisions.
  • Assessed staff competency levels and implemented training programs as needed.

Education

Bachelor of Science -

University of Phoenix

Associates Applied Science -

Parkland College
06-1998

Associates in Science -

Lakeland College
06-1993

Skills

  • Quality Assurance
  • Data Collection & Analysis
  • Relationship Building
  • Loss Prevention
  • Remarkable Communication
  • Detail Oriented
  • Multi-Task
  • Well Developed Organization

Accomplishments

  • Apria Clinical Excellence Award (1st recipient)
  • Round Table Committee for improved growth and performance
  • Regional Trainer for clinical programs and company initiatives
  • Top Region Growth Producer of targeted products
  • Devised and implemented successful clinical program that was mirrored corporately

Affiliations

  • Participated in MDA lock up fundraiser
  • Sponsored/Participated in Walk for Diabetes
  • Participated in American Cancer Society fundraising
  • Volunteer ALA Camp Superkids Counselor/ Therapist 5 years
  • Volunteer at Eastview Food Pantry

Certification

CPCU in progress

References

References available upon request.

Timeline

Underwriting Service Assistant

State Farm
06.2022 - Current

Lead Broker Assistant

Advance Trading Inc
01.2009 - 06.2022

Branch Manager

Apria Healthcare
01.2001 - 01.2008

Branch Respiratory Therapy Manager

Apria Healthcare

Bachelor of Science -

University of Phoenix

Associates Applied Science -

Parkland College

Associates in Science -

Lakeland College

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Jodi Welch