Joyce Line
Mesa,AZ
Summary
Over 50+ years experience in the insurance industry inclusive but not limited to: retirement plans, individual annuities 403(b) plans, individual life insurance, broker dealer administration (formerly FINRA Registered Representative Series 6 ad 26) overseeing compensation/licensing and registration of agents. Since retiring, working in the Medicare market as a licensed insurance agent dealing with clients needing Medicare Advantage, Medicare Supplement plans or Prescription Drug Plans. In addition, working as the day to day Accountant for three Limited Liability companies.
Overview
51
51
years of professional experience
Work History
Office Manager
Trahin Insurance Services, LLC
06.2015 - Current
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed office operations .
- Coached new hires on company processes while managing employees to achieve maximum production.
- Managed budgets accounts to improve productivity initiatives.
- Coordinated special projects and managed schedules.
- Compared vendor prices and negotiated for optimal savings.
- Sourced vendors for special project needs and negotiated contracts.
- Maintained CRM database with customer updates and report generation.
- Aggregated and analyzed data related to administrative costs to prepare budgets for corporate-level management.
- Served as Accountant for insurance business and Trahin Real Estate LLC, (shell company for physical office location)
Vice President
Lincoln Financial Group
01.1973 - 12.2015
- Identified opportunities to improve business process flows and overall departmental productivity.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Established performance goals for departmeIncreased company growth through collaboration with sales and marketing departments.
- Created and made appropriate documentation for annual budgets and senior leadership goals.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Led operational team in creation, roll out and management of new product lines.
- Initiated on-time, under-budget project management to optimize performance.
- Evaluated product development strategies and prepared alternative approaches to exceed goals.
- Spearheaded change management and strategic turnaround for company during significant restructuring and downsizing.
- Directed technological improvements, reducing waste and business bottlenecks.
- Aligned organizational objectives with company mission, increasing revenue, profit and business growth by collaboratively developing integrated strategies.
Education
Columbia City High School
Columbia City, INSkills
- Complex Problem-Solving
- Negotiation and Persuasion
- Project Oversight
- Strategic Planning
- Cost Analysis and Savings
- Critical Thinking
- Rules and Regulations
Timeline
Office Manager
Trahin Insurance Services, LLC
06.2015 - Current
Vice President
Lincoln Financial Group
01.1973 - 12.2015
Columbia City High School