Laura Stephens
Summerville,SC
Summary
Seasoned Insurance Sales Manager with relevant background in managing and developing sales strategies for insurance products. Strengths include strong leadership skills, ability to meet sales targets and proficiency in relationship-building with clients. Previous work marked by consistent growth of client base and development of high-performing sales teams.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Sales Manager
Fetch! Pet Care
North Charleston, SC
04.2022 - Current
- Presented insurance products to clients to meet needs and discuss financial investment and return on investment.
- Analyzed customer data to identify potential sales opportunities and trends.
- Evaluated agent performance, identified areas of improvement, and implemented corrective action plans when necessary.
- Supported sales team members to drive growth and development.
- Maintained a thorough understanding of insurance products, services, procedures, laws, and regulations.
- Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
- Enhanced sales volume through skilled support to both new and inactive customers.
Accountant/Dept Management Manager
Origin, SC
North Charleston, SC
09.2019 - 12.2021
- Reviewed financial information detailing assets, liabilities, and capital.
- Provided guidance to other departments regarding accounting policies and procedures.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Posted financial data in Excel spreadsheets and managed inventory.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Monitored balance sheets and income statements to evaluate financial performance.
- Analyzed balance sheets for mistakes and inaccuracies.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Delivered superior level of customer service to small business clients.
- Wrote reports, authored papers and organized supporting documentation.
Office Manager
State Farm
North Charleston, SC
05.2013 - 08.2019
- Responded to customer inquiries via phone or email in a professional manner.
- Delegated work to staff, setting priorities and goals.
- Assisted in recruiting, onboarding and training new employees.
- Assisted in developing budgets for departmental expenses.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Analyzed data from various sources to identify trends and make recommendations for improvement.
- Produced thorough, accurate and timely reports of project activities.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Supervised staff members, organized schedules and delegated tasks.
Shift Supervisor
Armed Forces Bank N.A.
El Paso, TX
03.2010 - 02.2013
- Handled escalated customer concerns and emergencies in absence of manager or supervisor.
- Identified opportunities for process improvements through data analysis.
- Conducted regular team meetings to communicate targets, updates, and gather feedback.
- Served as a role model for other employees by demonstrating professional behavior at all times.
- Cultivated performance-based and collaborative culture by recognizing achievements and excellent teamwork.
- Monitored and maintained equipment to ensure operational efficiency.
- Assisted customers with product selection when needed.
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
Accountant
Skratch Labs
Munich
09.2003 - 02.2010
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Prepared monthly closing entries for multiple companies' books of records.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Supported efficient accounting operations with high-quality administrative support.
- Collaborated with external partners to complete audits.
- Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
- Wrote reports, authored papers and organized supporting documentation.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Reviewed financial information detailing assets, liabilities, and capital.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Delivered superior level of customer service to small business clients.
Education
Bachelor of Science - Business Administration And Management
Strayer University
06-2023
MBA - Business
Strayer University
Skills
- Team management
- Risk management
- Strong leadership
- Industry awareness
- Account retention
- Large account management
- Presentation skills
- Client relations
- Goal setting
- Teamwork and collaboration
- Team leadership
- Market and competitive analysis
Certification
- SC P&C Insurance License (licensed nationwide)
- SC Life&Health Insurance License
- SC Licensed Credit Counselor
Languages
English
Native/ Bilingual
German
Native/ Bilingual
Timeline
Insurance Sales Manager
Fetch! Pet Care
04.2022 - Current
Accountant/Dept Management Manager
Origin, SC
09.2019 - 12.2021
Office Manager
State Farm
05.2013 - 08.2019
Shift Supervisor
Armed Forces Bank N.A.
03.2010 - 02.2013
Accountant
Skratch Labs
09.2003 - 02.2010
- SC P&C Insurance License (licensed nationwide)
- SC Life&Health Insurance License
- SC Licensed Credit Counselor
Bachelor of Science - Business Administration And Management
Strayer University
MBA - Business
Strayer University
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