Summary
Overview
Work History
Education
Skills
Accomplishments
100% Client Retention
Timeline
Generic

Kristin Moen

New River,AZ

Summary

Analytical Legal Assistant well-versed in legal research and documentation and exhibits professionalism by recognizing and adhering to policies. Offers clear and concise data based on creative and complex research findings. Fosters cooperative and supportive relationships with peers, superiors and clients.

Overview

25
25
years of professional experience

Work History

Marketing

Self
New River, AZ
07.2021 - Current
  • Identified appropriate marketing channels and target customers for campaigns.
  • Developed campaigns and specific marketing strategies for clients.
  • Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans.
  • Conducted research to analyze customers' behavior, including preferences, trends and purchasing habits.
  • Completed in-depth reviews of market conditions and customer preferences for lead generation for specific industries.
  • Worked within budget parameters to develop and implement marketing strategies by analyzing key data and consumer demographics, increasing revenue 150%
  • Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans
  • Wrote engaging and successful marketing, advertising and website copy

Life and Health Insurance Broker

Go Health
Orange, CA
04.2012 - 07.2021
  • Exceeded corporate quotas for monthly policy sales.
  • Provided coverage option information to assist clients in protecting assets.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Promoted ancillary products and services using upselling and other sales strategies.
  • Maintained high standards of customer service by building relationships with clients.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
  • Maintained 100% customer service satisfaction reviews.

Owner/Marketing and Promotional Products Sales

Alaska Promotions
Juneau, AK
10.2006 - 04.2012
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
  • Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
  • Enhanced marketing and sales strategies to increase profitability and develop organizational pipeline.
  • Brought Customer Satisfaction Index levels from unsatisfactory to levels acceptable to manufacturer.
  • Expanded customer base and boosted profit within product line.
  • Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
  • Implemented marketing strategies and cost analysis that allowed companies to increase profit margins by minimum of 25%.
  • Managed day-to-day business operations
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
  • Monitored market conditions to set accurate product pricing and take advantage of emerging trends
  • Created and monitored promotional approaches to increase sales and profit levels
  • Established, optimized and enforced business policies to maintain consistency and high-quality standards across industry operations

Mortgage Consultant

Wells Fargo Home Mortgage
Juneau, AK
12.2006 - 01.2009
  • Worked with underwriters to fix application problems and resolve issues.
  • Developed and maintained relationships with local real estate agents.
  • Handled any conditions sent from underwriting departments.
  • Reviewed loan files and updated to match current standards.
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
  • Implemented sales strategies that established relationships with realtors and CPAs.
  • Oversaw sales and underwriting processes of mortgage lending office.
  • Explained different types of loans pertaining to client situations.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Oversaw other agents production in ancillary products.
  • Taught First Time Home Buyer classes allowing new home buyers to utilize purchase incentives.
  • Achieved record-low delinquency ratios and 85% sales recovery rate

Legislative Aide

Representative Pete Kott Alaska State Legislature
Juneau, AK
01.2004 - 05.2006
  • Devised legislative plans and drafted plans into legislative form.
  • Worked with supporting staff and new interns to support effective training procedures and initiated development of standard training processes.
  • Identified, researched and tracked legislative issues relevant to current public issues.
  • Attended legislative and regulatory hearings to report information.
  • Answered constituent letters and assisted constituents on federal matters.
  • Oversaw scheduling and coordinating committee meetings for personnel.

Legal Aide

Legislative Legal State Of Alaska
Juneau, AK
01.2001 - 05.2003
  • Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
  • Prepared for trials, conducting legal research and drafting pleadings.
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.
  • Interviewed and prepared intake sheets for clients in Spanish and English.
  • Handled office scheduling and made notes for deadlines, motions and other important dates.
  • Completed electronic filings, initiated billing statements and managed firm administrative matters.

Senate Intern

State Of Alaska Legislature
Juneau, AK
01.1999 - 05.2001
  • Conducted head counts to help predict outcome of upcoming votes.
  • Determined campaign strategies for media advertising, positions on issues and public appearances.
  • Alerted constituents of government actions and programs by way of newsletters, personal appearances at town meetings and individual meetings.
  • Kept up with news on daily basis to stay informed about local, regional, national and international events.
  • Used public gatherings, community events and direct relations to keep constituents happy and informed.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Used Microsoft Word and other software tools to create documents and other communications.

Education

Bachelor of Science - Business Administration And Accounting

University of Alaska Southeast
Juneau, AK
05.2015

High School Diploma -

Juneau Douglas High School
Juneau, AK
06.1999

Skills

  • Problem Solving
  • Database Skills
  • Data and Trend Forecasting
  • Marketing Strategies
  • Microsoft Office Suite
  • Data Collection and Analysis
  • Computer Proficiency
  • Customer Service
  • Evaluation of Marketing Campaigns
  • Relationship Building
  • Verbal and Written Communication
  • Corporate Communications
  • Vendor Relations
  • Customer Inquiries and Responses
  • Client Retention
  • CRM Software

Accomplishments

  • 100% Customer Retention
  • Received the highest customer service rating of any other producer
  • Supervised team of 25 other Mortgage Consultants to oversee sales of ancillary products offered by Wells Fargo Home Mortgage.

100% Client Retention

Knowing my capabilites I have set rules that I believe has given me the ability to consistently maintain 100% client retention. I do not read from a script, I make sure that regardless of the situation I am honest with the client, honesty builds trust, trust builds loyalty. I also make sure that I am the only person that my customer talks to and when they call, I answer. If I cannot answer right away, I make sure to return their call promptly even if it means a call just to let them know that I received their message and set a specific time to talk the next day.

Timeline

Marketing

Self
07.2021 - Current

Life and Health Insurance Broker

Go Health
04.2012 - 07.2021

Mortgage Consultant

Wells Fargo Home Mortgage
12.2006 - 01.2009

Owner/Marketing and Promotional Products Sales

Alaska Promotions
10.2006 - 04.2012

Legislative Aide

Representative Pete Kott Alaska State Legislature
01.2004 - 05.2006

Legal Aide

Legislative Legal State Of Alaska
01.2001 - 05.2003

Senate Intern

State Of Alaska Legislature
01.1999 - 05.2001

Bachelor of Science - Business Administration And Accounting

University of Alaska Southeast

High School Diploma -

Juneau Douglas High School

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Kristin Moen