Julie Bruckner
Ogallala,NE
Summary
Dynamic sales professional with a strong background in customer service and relationship management. Known for exemplary problem-solving skills and a goal-oriented approach, consistently delivering exceptional service and driving client satisfaction.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Sales Associate and Office Manager
State Farm Agent Larry Kroeker
Ogallala
04.1995 - Current
- Developed and maintained strong client relationships through exceptional customer service and product knowledge.
- Assisted clients in selecting appropriate insurance policies to meet their needs and financial goals.
- Educated clients on coverage options, policy benefits, and claims processes to enhance understanding and satisfaction.
- Led and collaborated with team members to encourage sharing of successful sales tactics and product knowledge with the focus on growing the agency.
- Analyzed market trends to identify opportunities for growth and enhance competitive positioning of services offered.
- Built relationships with customers by consistently doing what I say, when I say, to encourage repeat business.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Supervised daily operations, ensuring efficient workflow and optimal team performance.
Personal Banker & Loan Processor
Metropolitan Federal Bank
Ogallala
02.1992 - 04.1995
- Assisted clients in identifying financial needs and recommending suitable banking products.
- Analyzed customer accounts to identify opportunities for cross-selling services and products.
- Streamlined account opening procedures, enhancing efficiency and client satisfaction.
- Processed deposits, withdrawals and ACH transfers accurately.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Process loan applications efficiently, ensuring compliance with underwriting guidelines.
Education
Bachelor of Science - Education
Coe College
Cedar Rapids, IA05-1989
Skills
- Positive Attitude
- Customer service
- Sales expertise
- Complex problem-solving skills
- Multi-tasking strength
- Excellent people skills
- Goal oriented
- Relationship building
- Time Management
- Team leader and collaborator
- Prospecting and telemarketing
- Excellent communication skills
Certification
- Licensed Agent- Property & Casualty, Life & Health, Annuities, Sickness, Accident, Crop
- Eligible to renew series 6 & 63
- Client Centered Selling
- Team Developments Educational Program
- 5 years Agency Associates University
Timeline
Sales Associate and Office Manager
State Farm Agent Larry Kroeker
04.1995 - Current
Personal Banker & Loan Processor
Metropolitan Federal Bank
02.1992 - 04.1995
Bachelor of Science - Education
Coe College