LaShanda Tapler
Charlotte,NC
Summary
Motivated and dynamic team leader with over 10 years of experience in the financial and insurance industry. Dedicated professional consistently achieving success in customer-focused operations, driving business growth, capitalizing on new revenue opportunities, ensuring client retention, and effectively managing daily business operations. Known for a strong work ethic and a 'get it done' mindset. Recognized for delivering inspirational and thoughtful behaviors. Exceptional leadership skills with the ability to mobilize teams to provide value and facilitate company growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Head of Engagement Management Team
Equitable Life
Charlotte, NC
01.2023 - Current
- Lead a team of 4 engagement management specialists to ensure exceptional client service and support during the client life cycle onboarding process, resulting in increased APE YOY.
- Spearhead development and execution of customer engagement initiatives to increase client retention and drive repeat business.
- Cultivate relationships and foster collaboration with C-Suite and D-Suite executives, sales distribution, data insights squad, and new business teams to uncover upselling opportunities.
- Identifies areas of strength and development opportunities through regular team meetings and one-on-one employee performance evaluations.
- Identify and mitigate risks, while proactively solving for process and policy improvements.
- Foster a psychologically safe team atmosphere through the implementation of a People Leader leadership approach that embraces diversity, equity, and inclusive participation in sharing feedback and ideas.
Life Sr. Engagement Manager
Equitable Life
Charlotte, NC
01.2021 - 01.2023
- Successfully guided clients through the onboarding process, facilitating a seamless transition and ensuring successful service implementation.
- Fostered lasting partnerships with clients, serving as a dedicated advocate and consistently delivering excellent customer service.
- Leveraged cross-collaboration to ensure consistent communication and quality service between all internal and external stakeholders.
- Developed comprehensive knowledge of industry trends and emerging technologies.
- Conducted data analysis to evaluate the impact of engagement initiatives.
Life Sr. Internal Wholesaler
Equitable Life
Charlotte, NC
04.2017 - 01.2021
- Provided comprehensive training sessions and sales presentations to financial professionals, educating them on company product solutions, effective sales strategies, and key concepts.
- Provided timely resolution to up to 30 customer queries every day by delivering accurate product details and demonstrating efficient problem-solving skills
- Collaborated with marketing departments on a monthly basis to produce impactful advertising materials aimed at distinct customer groups.
- Cultivated relationships with potential clients, while managing current accounts, resulting in expanded sales opportunities.
- Collaborated with External Wholesalers and Financial Professionals to create customized client illustrations that catered to their individual requirements.
Education
Bachelor of Science - Speech Pathology
Lehman College of The City University of New York
The Bronx, NYSkills
- Microsoft Office & SalesForce
- Organization & Time Management
- Leadership & Interpersonal Skills
- Coaching & Mentoring
- Building Rapport and Communicating for Impact
- Cross functional Collaboration
- Decision Making & Critical Thinking
- Problem Solving & Risk Management
- Stakeholder relations & Agile Principles
Accomplishments
- Equitable Life Internal Wholesaler of the year for 2019
- Equitable Life Insurance Shining Star Award for 2021
- Equitable Black Excellence Centricity Award -1/2022
- Equitable Tandem Lite Leadership Program Graduate -6/2022
- Equitable Insurance Industry Women's Bond Club Nominee- 5/2023
- Equitable Leadership Excellence & Acceleration Program (LEAP)- 8/2024
Certification
Licenses
- FINRA Securities Series 26- Investment Co. & Variable Contracts Products Principal 05/2024
- FINRA Securities Series 6- Investment Co. & Variable Contracts Products Representative 01/2016
- FINRA Securities Series 63- Uniform Securities Agent State Law, 01/2016
- State of NC Life, Accident & Health License, 01/2016
Certifications
- Cornell University Online: Women's Entrepreneurship Certificate, 05/2022
- Harvard University Online: Exercising Leadership Skills Certificate, 03/2023
Timeline
Head of Engagement Management Team
Equitable Life
01.2023 - Current
Life Sr. Engagement Manager
Equitable Life
01.2021 - 01.2023
Life Sr. Internal Wholesaler
Equitable Life
04.2017 - 01.2021
Bachelor of Science - Speech Pathology
Lehman College of The City University of New York
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