Lanna Nunez

• Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.
• Exercised leadership capabilities by successfully motivating and inspiring others.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Proved successful working within tight deadlines and a fast-paced environment.
• Managed time efficiently in order to complete all tasks within deadlines.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Paid attention to detail while completing assignments.
• Worked effectively in fast-paced environments.
• Applied effective time management techniques to meet tight deadlines.
• Gained strong leadership skills by managing projects from start to finish.
• Cultivated interpersonal skills by building positive relationships with others.
• Organized and detail-oriented with a strong work ethic.

• Demonstrated strong organizational and time management skills while managing multiple projects.
• Oversaw implementation lifecycle processes based on organizational needs
• Cross-trained existing employees to maximize team agility and performance.
• Maximized performance by monitoring daily activities and mentoring team members.
• Established team priorities, maintained schedules and monitored performance.
• Evaluated employee performance and conveyed constructive feedback to improve skills.

Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.

• Assessed project scope to confirm details and understand customer expectations in advance.
• Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand.
• Applied effective time management techniques to meet tight deadlines.
• Delivered services to customer locations within specific timeframes.
• Demonstrated strong organizational and time management skills while managing multiple projects.

Maintained inventory of office supplies and placed orders.

• Liaised between clients and vendors and maintained effective lines of communication.
• Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
• Managed filing system, entered data and completed other clerical tasks.

• Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
• Observed strict procedures to maintain data and plan participant confidentiality.
• Collaborated with HR to develop and maintain up-to-date benefits manual.
• Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
• Coordinated and conducted employee orientations to promote understanding of coverage and options.

• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Maintained high standards of customer service by building relationships with clients.
• 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.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Finalized sales and collected necessary deposits.
• Generated leads through cold-calling, networking and other outreach methods.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Collected premiums on or before effective date of coverage.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Facilitated new client onboarding process and investment account setup.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.