Johanna Lawter

• Strengthen client relations through timely inquiry resolution and customized meetings.
• Collaborate with teams to identify and solve operational issues, improving processes.
• Drive process optimization and risk reduction by documenting and resolving issues.

Licensing Associate

• Support advisors by ensuring compliance with state licensing requirements, fostering trust.
• Interpret complex licensing rules, offering clear guidance and resolving conflicts.

• Oversee Etsy shop operations, including order fulfillment, custom requests, and quality control to ensure customer satisfaction and repeat business.
• Drive growth through digital marketing, optimizing product listings with SEO and managing branding efforts to increase traffic and engagement.

• Assisted customers in navigating Fidelity's online platforms, preventing errors and improving experience.
• Addressed and resolved customer concerns with empathy and efficiency.
• Reduced recurring issues by applying critical thinking to complex problems.

• Managed all aspects of the business, including recruitment, interviewing, onboarding, and marketing. Managed all employee relations, leading to a 100% success rate with onboarded employees.
• Obtained, filed, and managed all tax and S-Corp election related forms for Internal Revenue Service purposes, which led to a wholly owned and tax advantaged company.
• Mastered the ability to interview and assess employees. This skill has added to my strong judge of character.

• Delivered impeccable customer service by explaining plans, ensuring new customers understood all portions of their program.
• Used intentional perception and active listening to understand the needs or concerns of customers. Using this information, I correctly advocated for the ideal outcome for each customer, increasing overall conversion.
• Socializing with customers to rapidly build a strong relationship, which lead to greater customer satisfaction and an overall increase in clients and retention.

• Called warm leads and converted them to long lasting customers.
• Quickly learned about Vivint products and services to provide the best customer experience and increase conversion rate.
• Customers quickly came to trust me as I expressed real interest and genuine care.

Monitoring Associate

• Assisted clients in times of duress and connected them with appropriate local authorities for assistance.
• Used my strong sense of empathy to help clients feel safe, despite emergency situations.
• Remained vigilant despite the number of false alarms that were received, always ready to act in case of a real emergency.

• Assisted clients in times of duress and connected them with appropriate local authorities for assistance.
• Used my strong sense of empathy to help clients feel safe, despite emergency situations.
• Remained vigilant despite the number of false alarms that were received, always ready to act in case of a real emergency.