Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Julie Smith

Waxhaw,NC

Summary

Personable, empathetic and results-driven candidate successful at managing multiple priorities with a positive attitude. Striving to seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

7
7
years of professional experience

Work History

INDEPENDENT LIFE INSURANCE BROKER

Self-employeed
12.2023 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of life insurance coverage and how it fits into their overall financial plan.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.

EXECUTIVE CENTER DIRECTOR

Big Blue Marble Academy-Waxhaw, NC
01.2017 - 01.2023
  • Supervised and managed team of childcare professionals to guarantee highest standards of care.
  • Operated under licensing guidelines to protect health, safety and well-being of children.
  • Adhered to budgetary guidelines to set financial goals and maintain school profitability.
  • Executed marketing plan and promoted positive image to achieve enrollment goals.
  • Promoted positive company image and established reputation as provider of choice for educational programs in greater community.

Education

Associate of Science - HUMAN SERVICES-CHILDREN AND FAMILIES

NAUGATUCK VALLEY COMMUNITY COLLEGE

Skills

  • Program Management
  • Licensing Requirements
  • Team Development
  • Coaching and Training
  • Community Engagement
  • Professional Relationships
  • Microsoft Office
  • Student and Family Relations

Timeline

INDEPENDENT LIFE INSURANCE BROKER

Self-employeed
12.2023 - Current

EXECUTIVE CENTER DIRECTOR

Big Blue Marble Academy-Waxhaw, NC
01.2017 - 01.2023

Associate of Science - HUMAN SERVICES-CHILDREN AND FAMILIES

NAUGATUCK VALLEY COMMUNITY COLLEGE
Julie Smith