Summary
Skills
Work History
Interests
Generic

Johanna Newman

Norwich, CT,CT

Summary

Versatile and imaginative insurance professional with over 25 years in the life insurance industry. Skilled at fusing creative problem-solving with classic corporate structure to deliver forward-thinking strategies, streamline workflows, and support business growth and development. Recognized for challenging outdated norms, inspiring teams and turning unconventional ideas into practical solutions.

Skills

  • Patience and composure
  • Creative thinking
  • Strategic thinking
  • Communications strategies
  • Cross-functional collaboration
  • Program improvement
  • CRM software proficiency
  • Sales support
  • Customer service
  • Logistics coordination
  • Multitasking and organization
  • Attention to detail

Work History

Customer Experience Coordinator

Equitable Life Insurance
Charlotte, NC
06.2023 - 06.2025
  • Coordinated cross-functional teams to enhance customer service delivery and satisfaction.
  • Established key performance indicators to measure customer satisfaction and operational efficiency.
  • Created two internal websites using SharePoint to consolidate multiple site locations saving time and effort to deliver high quality data/information hub.
  • Developed internal tools that automated repetitive tasks within the development process, saving time during project cycles.
  • Developed and implemented training programs for new staff to ensure consistent service standards.
  • Analyzed customer feedback to identify trends and recommend improvements in service processes.
  • Led initiatives to streamline communication channels between departments, improving response times.
  • Analyzed customer interactions to identify trends, driving improvements in support processes.

Account Coordinator

Equitable Life Insurance
Farmington, CT
02.2019 - 06.2023
  • Meeting coordination and on-site logistics and meeting execution contact . Small scale meetings as well as facilitating the company's attendance at large industry meetings across the country. Vendor relationship building and maintenance.
  • Collaborated with cross-functional teams to create cohesive communication and marketing strategies.
  • Analyzed sales campaign performance metrics to optimize future initiatives.
  • Developed strong relationships with key stakeholders, fostering trust and long-term collaboration between clients and agency partners.
  • Supported senior account managers in strategic planning initiatives aimed at growing existing accounts or acquiring new business opportunities.
  • Managed account documentation and maintained accurate records for compliance.
  • Utilized CRM software to track customer interactions and manage leads.
  • Coordinated communication between sales teams and operations and support teams, enhancing customer satisfaction.
  • Liaised with cross-functional teams to resolve issues impacting sales performance.

Key Account Coordinator

Equitable Life Insurance
Farmington, CT
03.2003 - 02.2019
  • Coordinated key account management activities to enhance client relationships and retention strategies.
  • Developed and maintained comprehensive account documentation for streamlined communication and service delivery.
  • Assisted in executing marketing campaigns tailored to key accounts, ensuring alignment with company objectives.
  • Collaborated with cross-functional teams to resolve client inquiries and improve service efficiency.
  • Coordinated logistics for meetings, ensuring seamless execution and participant satisfaction.
  • Developed agendas, facilitating effective communication among stakeholders.

Interests

  • Avid wool needle felter
  • Creating digital artwork using software like Photoshop
  • Pretty impressive baker and cook

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