Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Lanita Thompson

Colorado Springs,CO
Lanita Thompson

Summary

Experienced manager with expertise in problem-solving, team building, and motivation. Skilled in cultivating customer relationships and client rapport. Utilizes independent decision-making and sound judgment to drive company success. Committed to enhancing employee engagement through training, monitoring, and morale-building initiatives.

Overview

12
years of professional experience
1
Certification

Work History

T. Rowe Price

High Value Client Service Representative
02.2022 - 01.2025

Job overview

  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Implemented and developed customer service training processes.
  • Trained staff on operating procedures and company services.

USAA

Licensed Insurance Producer
01.2017 - 11.2020

Job overview

  • Provided coverage option information to assist clients in protecting assets.
  • Promoted products and services using upselling and other sales strategies.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.

Mission Coffee Roasters

Sales and Marketing Manager
01.2015 - 01.2017

Job overview

  • Managed sales promotions and marketing strategies on major social media sites.
  • Performed competitive analyses and adjusted sales and marketing strategies accordingly.
  • Spearheaded successful branding initiatives, sales strategies and public relations approaches to underpin and enhance marketing campaign deployment.
  • Outlined marketing strategies and developed collateral in close collaboration with product management personnel.
  • Created and expanded sales presentations to new and existing customers increasing net sales revenue by 45% in sales.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.

PSA Worldwide Corp

East Coast Inside Sales Representative
10.2012 - 07.2015

Job overview

  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Set and achieved company defined sales goals.
  • Developed and maintained strong working relationships with professionals within assigned territory.

Education

PIKES PEAK COMMUNITY COLLEGE

AAS from Multimedia Graphic Design with Certificates
06.2025

Skills

  • Customer support
  • Client support
  • Follow-up skills
  • Sales strategies
  • Escalation management
  • Client relations
  • Customer education
  • Call center experience
  • CRM software
  • Account management

Certification

  • FINRA SERIES 7
  • FINRA SERIES 63

Timeline

High Value Client Service Representative

T. Rowe Price
02.2022 - 01.2025

Licensed Insurance Producer

USAA
01.2017 - 11.2020

Sales and Marketing Manager

Mission Coffee Roasters
01.2015 - 01.2017

East Coast Inside Sales Representative

PSA Worldwide Corp
10.2012 - 07.2015

PIKES PEAK COMMUNITY COLLEGE

AAS from Multimedia Graphic Design with Certificates

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