LaShaundra Smith

• Maintained high standards of customer service by building relationships with clients.
• Utilized CRM software to manage client relationships.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Generated leads through cold-calling, networking and other outreach methods.
• Met with customers to provide information about available products and policies.
• Analyzed customer needs to provide customized insurance solutions.
• Finalized sales and collected necessary deposits.
• Calculated premiums and established payment methods for sales.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Analyzed risk factors to recommend appropriate coverage levels.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

• Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
• Motivated and trained employees to maximize team productivity.
• Conducted root cause analysis in deficient areas to identify and resolve issues.
• Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
• Interceded between employees during arguments and diffused tense situations.
• Tracked company equipment, tools and technology to manage inventory.
• Managed internal operational standards and productivity targets.
• Analyzed department metrics and performance and reported findings to management.
• Directed associate warehouse teams to process inbound and outbound shipments with speed and accuracy.
• Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
• Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
• Implemented project management techniques to overcome obstacles and increase team productivity.
• Encouraged and promoted ideas aligned to business needs and benefits.
• Evaluated team member performance and productivity, provided feedback and implemented corrective actions.

Course Careers is an intensive three-month course in sales development.

Studied sales terminology, Org Structure, Ideal Customers Profiles, Buyer Personas, Sales cycles, Prospecting, Researching, Cadence, SPIN, BANT, Cold calling, LinkedIn Outreach, Salesforce, CRM, SalesLoft, Zoominfo, etc..

• Certified and attested power of attorney documents, acknowledgements and deeds.
• Administered oath to document signers to obtain affirmation of truth.
• Maintained accurate records of all documents notarized to support accurate recordkeeping and reporting requirements.
• Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
• Checked documents for accuracy and correct signing before notarizing.
• Examined documents for accuracy, completion and compliance before notarizing.
• Set up and managed appointments for client notary services.