Lauri Benefiel
Cedar Park,Texas
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
25
25
years of professional experience
Work History
Branch Manager
InsureOne Insurance Services
03.2019 - 09.2023
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
Agency Manager
CAA Insurance Services
05.2012 - 11.2018
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Approved staff hiring, termination, promotions and department transfers.
- Attended seminars, conferences and organizational activities to maintain management expertise.
- Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.
Operations Manager
Heffernan Insurance Brokers
05.1998 - 02.2012
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
Education
Bachelor of Science - Insurance
University of North Texas
Denton, TX06.1991
Skills
- Decision-Making
- Problem-Solving
- Team building
- Multitasking Abilities
- Time Management
Timeline
Branch Manager
InsureOne Insurance Services
03.2019 - 09.2023
Agency Manager
CAA Insurance Services
05.2012 - 11.2018
Operations Manager
Heffernan Insurance Brokers
05.1998 - 02.2012
Bachelor of Science - Insurance
University of North Texas
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