Laurie Allan
Littleton,CO
Summary
Well-versed in maintaining relationships to enhance client and customer relations. Dedicated professional with history of meeting company goals by utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges. Versatile and resourceful professional with 20+ years of experience. Successful at managing workloads in rapidly changing environments. Dedicated to excellent customer service and client satisfaction.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Licensed Real Estate Sales Associate
United Realty Group
Boca Raton, FL
11.2017 - 07.2021
- Advised and informed prospective clients on current market activities and conditions.
- Monitored local residential property market to adjust sales tactics, prices and overall business effectiveness.
- Performed home evaluations and developed competitive market analysis for individual homes.
- Studied property listings, interviewed prospective clients, accompanied clients to properties and discussed condition of sales.
- Reviewed and executed confidential documents, contracts and disclosures.
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
- Handled day-to-day happenings of real estate office to grow client base and increase revenue.
Health Insurance Sales Agent
Teleperformance USA
Port St. Lucie, FL
08.2017 - 10.2020
- Handled approximately 75 inbound sales-related calls per day during AEP to qualify individuals interested in purchasing insurance coverage.
- Developed client relationships through networking, direct referrals, lead databases.
- Explained advantages, features and disadvantages of various policies to promote sale of plans.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Licensed Real Estate Sales Associate
Coldwell Banker
Athens, GA
05.2005 - 03.2012
- Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
- Advised and informed prospective clients on current market activities and conditions.
- Wrote contracts to outline sales and purchases of properties.
- Educated clients by delivering explanations of short sales processes, mortgage loan processing and foreclosures.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Performed home evaluations and developed competitive market analysis for individual homes.
- Confirmed compliance with federal and state laws to enforce regulations and monitor sales.
- Stayed up-to-date on property environmental regulations and inspected new properties for adherence to emerging codes.
Recruiter - Field Service Operations
U.S. Census Bureau
Athens, GA
11.2009 - 06.2010
- Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
- Fostered positive relationships with local government officials, community leaders, media and faith-based groups to promote US Census employment.
- Raised public awareness of US Census and census employment opportunities by attending local events, job fairs, and community meetings.
- Planned and launched large-scale events that boosted applicant participation by 50%
- Conducted 5 recruiting events per week to grow passive talent pipeline to prepare for future hiring needs
Senior Executive Administrative Assistant
Morgan Stanley Financial Advisors
Athens, GA
01.1997 - 06.2006
- Provided support in all areas of branch administration, sales and operations.
- Ensured branch compliance with firm policies and stock exchange regulations.
- Administered new hire and security registration processing.
- Supervision of sales support and operational staff including scheduling, payroll, hiring and termination.
- Served as liaison between local clients, financial advisors and New York operations.
- Met with clients to review their accounts, provide research and address concerns.
- Daily trading of stocks, bonds and mutual funds
- Maintained thorough product knowledge of products and services.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
- Researched, proposed and implemented vendor agreements to decrease costs and improve services.
- Processed travel expenses and reimbursements for executive team and senior management group.
Skills
- Negotiation
- Excellent customer service
- Adaptability
- Customer Relationship Management (CRM)
- Conflict management
- Sales and Leasing
- Computer and analytical skills
- Written Communication
- Teamwork
- Due Diligence
- Efficient researcher
Certification
- State of Georgia Licensed Real Estate Sales Associate since 2005
- State of Florida Licensed Real Estate Sales Associate since 2016
- State of Florida Licensed Insurance Agent 2-40 since 2017
- State of Georgia General Life Insurance Agent 2011-2013
- FINRA Licensed General Securities Representative - 1985-2006 Financial Industry Regulatory Authority (FINRA) Series 7, 63
Timeline
Licensed Real Estate Sales Associate
United Realty Group
11.2017 - 07.2021
Health Insurance Sales Agent
Teleperformance USA
08.2017 - 10.2020
Recruiter - Field Service Operations
U.S. Census Bureau
11.2009 - 06.2010
Licensed Real Estate Sales Associate
Coldwell Banker
05.2005 - 03.2012
Senior Executive Administrative Assistant
Morgan Stanley Financial Advisors
01.1997 - 06.2006
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