Open To Work
Lainie Kopicki
Hendersonville,NC
Summary
Dedicated and knowledgeable individual with extensive experience in customer support and financial services. Recognized for strong relationship management and educating clients on insurance and investment strategies. Ready to leverage expertise to enhance client experiences and drive financial success.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Registered Representative
New York Life Insurance Co
Hendersonville, NC
12.2024 - Current
- Assisted clients in understanding insurance products and policies, enhancing customer satisfaction.
- Processed applications and maintained accurate client records using company software systems.
- Educated clients on financial planning options, fostering informed decision-making.
- Interviewed clients to better understand financial positions and assets ready for investment.
Optometric Technician
MyEyeDr
Hendersonville, NC
03.2023 - 02.2024
- Assisted with patient intake, ensuring accurate data collection and management.
- Conducted preliminary diagnostic tests, including visual acuity and intraocular pressure assessments.
- Maintained and calibrated optical equipment to ensure optimal performance and accuracy.
- Supported eye care providers during examinations by preparing instruments and maintaining workflow efficiency.
Surgical Technologist
Mission Hospital Regional Medical Center
Asheville, NC
11.2007 - 06.2009
- Assisted in preparing surgical instruments and sterile supplies for various procedures.
- Maintained sterile field during surgeries, ensuring compliance with safety protocols.
- Collaborated with surgical teams to facilitate efficient workflows and communication.
- Trained new staff on proper sterilization techniques and surgical support processes.
Surgical Technologist
Grand Strand Regional Medical Center
Myrtle Beach, SC
08.2006 - 11.2007
- Supported the implementation of best practices for infection control in operating rooms.
- Conducted inventory management of surgical supplies, optimizing stock levels for efficiency.
- Prepared operating rooms with required instruments, ensuring efficient setup for various surgical cases.
- Minimized infection risks by strictly adhering to aseptic techniques when handling surgical supplies and equipment.
Customer Care Coordinator
Murrells Inlet Veterinary Hospital
Murrells Inlet, SC
01.2005 - 08.2006
- Managed client communications, addressing inquiries and resolving issues efficiently.
- Trained new staff on customer service protocols and clinic procedures to ensure consistency.
Education
Surgical Technology
Horry-Georgetown Technical College
Conway, SC08-2006
High School Diploma -
Beaver Creek High School
West Jefferson06-1999
Skills
- Customer service and support
- Financial services
- Relationships and rapport
- Estate planning
- Investment strategy development
- Asset allocation strategies
- Insurance solutions
- Retirement planning expertise
Accomplishments
- Achieved North Carolina License of Insurance by completing Life, Accident & Health, Long Term Care, and Variable Life & Variable Annuity with accuracy and efficiency.
Certification
- Life Insurance License - 06/2024
- Accident & Health License - 06/2024
- Long Term Care License - 03/2025
- Variable Life & Variable Annuity License - 09/2025
Timeline
Registered Representative
New York Life Insurance Co
12.2024 - Current
Optometric Technician
MyEyeDr
03.2023 - 02.2024
Surgical Technologist
Mission Hospital Regional Medical Center
11.2007 - 06.2009
Surgical Technologist
Grand Strand Regional Medical Center
08.2006 - 11.2007
Customer Care Coordinator
Murrells Inlet Veterinary Hospital
01.2005 - 08.2006
Surgical Technology
Horry-Georgetown Technical College
High School Diploma -
Beaver Creek High School