I am a personable, highly motivated, service oriented, hard working Business Owner. Enthusiastic professional with drive and determination to succeed in any/all business. Excellent communicator skilled at relating with people at all levels and offering flexibility of working well on teams or individually.
Overview
39
39
years of professional experience
Work History
Realtor
Self
07.2017 - Current
Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
Wrote contracts to outline sales and purchases of properties.
Resolved client concerns related to home purchases to maintain high satisfaction ratings.
Advised and informed prospective clients on current market activities and conditions.
Promoted sales of properties through advertisements, open houses and online advertising platforms.
Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
Independent Insurance Agent
American Family Insurance, The Karrie Blum Agency
01.1998 - 08.2021
Director of Operations/Licensed Agent
McColly Insurance Agency
01.2016 - 06.2017
Analyzed customer requirements to determine which products or services would provide best fit.
Displayed consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Cross-sold insurance products to existing clients to reach sales targets.
Prepared and reviewed insurance applications to verify compliance with regulations.
Oversaw day-to-day production activities in accordance with business objectives.
Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
Developed systems and procedures to improve operational quality and team efficiency.
Independent Insurance Agent
American Family Insurance, The Karrie Blum Agency
07.2001 - 11.2015
Prepared and reviewed insurance applications to verify compliance with regulations.
Investigated and processed claims swiftly to keep customers satisfied.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
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.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Prepared bank deposits and handled business sales, returns and transaction reports.
Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
Performed statistical analyses to gather data for operational and forecast team needs.
Independent Insurance Agent
American Family Insurance, The Karrie Blum Agency
02.1998 - 08.2001
Prepared and reviewed insurance applications to verify compliance with regulations.
Investigated and processed claims swiftly to keep customers satisfied.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
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.
Maintained high standards of customer service by building relationships with clients.
Developed and implemented marketing strategies to boost sales and increase customer base.
Insurance Agent
Gallagher Alliance Insurance Services, Inc
01.1994 - 02.1998
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Cross-sold insurance products to existing clients to reach sales targets.
Prepared and reviewed insurance applications to verify compliance with regulations.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Educated clients on insurance policies and procedures.
Bartender/Asst Manager
Toolies Country
01.1993 - 02.1994
Served high customer volumes during special events, nights, and weekends.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Kept bar presentable and well-stocked to meet customer needs.
Followed alcohol awareness procedures for preventing excessive guest intoxication.
Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
Waitress/Bartender
Toolies Country, Sensations, El Toritos, Hilton
07.1984 - 01.1993
Remained calm and poised when dealing with difficult customers or during busy shifts.
Kept server areas clean and stocked to increase efficiency while working tables.
Greeted new customers, discussed specials, and took drink orders.
Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Used cash registers and credit card machines to cash out customers.
Trained new waitstaff on proper food handling, customer service and safety procedures.
Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
Education
Real Estate Licensed - Real Estate
Arizona Department of Real Estate
Phoenix, AZ
07.2017
Arizona Licensed Ins Agent - Property, Casualty, Life And Health
Arizona Department of Insurance
Phoenix, AZ
01.1994
High School Diploma -
Greenway High School
Phoenix, AZ
06.1984
Skills
Contract Negotiation
Client Needs Assessment
Market and Competitive Analysis
Staff Management
Sales Development
Lead Generation
Marketing and Advertising
Client Relations
Task Delegation
Team Leadership
Staff Hiring
Financial Planning
Sales Expertise
Food and Beverage Management
Anticipating Guest Needs
Timeline
Realtor
Self
07.2017 - Current
Director of Operations/Licensed Agent
McColly Insurance Agency
01.2016 - 06.2017
Independent Insurance Agent
American Family Insurance, The Karrie Blum Agency
07.2001 - 11.2015
Independent Insurance Agent
American Family Insurance, The Karrie Blum Agency
02.1998 - 08.2001
Independent Insurance Agent
American Family Insurance, The Karrie Blum Agency
01.1998 - 08.2021
Insurance Agent
Gallagher Alliance Insurance Services, Inc
01.1994 - 02.1998
Bartender/Asst Manager
Toolies Country
01.1993 - 02.1994
Waitress/Bartender
Toolies Country, Sensations, El Toritos, Hilton
07.1984 - 01.1993
Real Estate Licensed - Real Estate
Arizona Department of Real Estate
Arizona Licensed Ins Agent - Property, Casualty, Life And Health