Juanita Ball
Pontiac,MI
Summary
Dynamic leader with a proven track record at HRG Capital, adept in asset management and enhancing customer relations. Excelled in negotiating contracts, achieving operational efficiencies, and fostering tenant satisfaction. Skilled in financial reporting and client needs analysis, with a talent for driving sales and maintaining high service standards. Successfully managed diverse teams, demonstrating exceptional communication skills and a service-oriented mindset.
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Maintenance Technician
International Trailer Supply
04.2024 - Current
- Used problem-solving skills to alleviate issues efficiently with minimal supervision.
- Performed electrical and mechanical repairs of production equipment to minimize downtime.
- Followed work orders and specifications for machine and equipment replacement, repair, or maintenance.
- Completed daily, weekly, and monthly checklists on equipment to maintain records of scheduled maintenance procedures.
- Troubleshot equipment breakdowns and performed preventive maintenance.
- Maintained restroom functionality by repairing leaking faucets, clogged toilets, and other equipment.
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
- Installed new locks, door handles, and door closers.
- Operated varied hand and power tools to complete repairs.
- Developed and implemented strategies to improve maintenance processes.
- Detected and repaired machinery faults using electrical and manual testing methods.
- Installed and maintained plumbing and HVAC systems.
- Diagnosed and repaired complex mechanical and electrical systems.
- Executed tasks within time and budget constraints.
- Optimized work readiness with effective gathering of parts and supplies in alignment with specifications.
- Rewired and replaced faulty electrical components in equipment.
- Performed preventive maintenance and repairs on various types of equipment.
- Replaced worn or broken parts on trailers and equipment.
- Inspected, tested and adjusted mechanical and electrical systems to facilitate proper functioning.
- Repaired and replaced pumps, valves and motors.
- Reported issues to property manager so effective resolutions could be put into place.
- Supervised maintenance functions, working collaboratively with sanitation crews on trailers upkeep and repairs.
Director of Asset Management
HRG Capital
11.2020 - Current
- Identified and engaged relevant staff and resolved issues with delinquent milestones.
- Created and developed market knowledge and strategically managed commercial relationships.
- Developed strategies and plans to close gaps between actuals and budget.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Conducted financial due diligence on potential investments and acquisitions.
- Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
- Oversaw ad hoc analyses of historical and forward-looking performance of assets.
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Maintained original leases and renewal documents in digital and hardcopy format for property management office.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
- Delivered emergency 24-hour on-call service for tenants on building issues.
Officer Manager
Lazarus Agency: Allstate Insurance
11.2020 - 05.2024
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Office Manager
Mike Leahy- State Farm
03.2019 - 11.2020
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Defined clear targets and objectives and communicated to other team members.
- Managed senior-level personnel working in marketing and sales capacities.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Provided training to the owner on State Farm policies and procedures to secure their agency contract following a year of dedication during the State Farm agency initiation process.
Insurance Office Manager
State Farm Insurance
07.2011 - 03.2019
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Managed senior-level personnel working in marketing and sales capacities.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Established team priorities, maintained schedules and monitored performance.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Evaluated and settled complex insurance claims in strict timeframes.
- Worked with claims adjusters and examiners to expedite processing in alignment with procedures.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Calculated adjustments, premiums and refunds.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Monitored customer feedback and identified areas of improvement.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Pontiac Central High School
Pontiac, MISkills
- Commercial construction experience
- Painting
- Plumbing
- Drywalling
- Documentation
- Tool management
- HVAC system maintenance
- Roof maintenance
- Service-oriented mindset
- Safety awareness
- Troubleshooting strength
- OSHA
- Flooring repair
- Construction management
- Reporting and documentation
- Client assessment
- Customer follow-up
- Insurance program management
- Referral pipeline maintenance
- Insurance sales strategy
- Policy writing
- Client needs analysis
- Upselling
- Territory expansion
- Claims reporting systems
- Auto insurance
- Property examination
- Health insurance
- Quotes and sales
- Lease administration
- Debt control
- Tenant relations
- Accounting operations
- Fair housing compliance
- Exceptional oral and written communication skills
- Financial budgeting and reporting
- Rent collection
- Fair housing mandates
- Skilled multi-tasker
- Commercial property
- Preparing property agreements
- Property marketing and promotion
- Multi-family property management
- Tenant and eviction laws
- Customer service-focused
Certification
- Licensed Insurance Producer- P&C, Life & Health
- Notary
Timeline
Maintenance Technician
International Trailer Supply
04.2024 - Current
Director of Asset Management
HRG Capital
11.2020 - Current
Officer Manager
Lazarus Agency: Allstate Insurance
11.2020 - 05.2024
Office Manager
Mike Leahy- State Farm
03.2019 - 11.2020
Insurance Office Manager
State Farm Insurance
07.2011 - 03.2019
Pontiac Central High School
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