Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Lavell Davis

Lavell Davis

Patterson,CA

Summary

Accomplished Insurance Broker at Simplicity Life, adept in networking and problem-solving, significantly enhanced client satisfaction and retention. Leveraged accounting software proficiency and proactive teamwork to streamline operations, achieving 100% policyholder retention during annual renewals.

Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in audit/record-keeping with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.

Meticulous accounting professional bringing 6 years of experience in strategic planning, customer relationship management, and account reconciliation. Strong Quickbooks and tax pro proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.

Highly responsible Personnel Administrator partners with senior management team to manage all facets of human resources department. Supervises employee benefits, health and safety and employee recognition to build and maintain workforce in accomplishing company mission. Develops employee-oriented organizational culture that emphasizes quality, continuous improvement, teamwork and high performance.

Demonstrated exceptional organizational skills and a results-driven approach across diverse roles, including military service, ensuring operational excellence and financial accuracy.

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Reliable Warehouse Assistant with 5 years of experience managing shipping, receiving and inventory operations. Excellent record of success in inventory audits and product staging. Dedicated to accurate record-keeping, worksite safety, and timely issue resolution.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Insurance Broker

Simplicity Life
03.2014 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Calculated quotes and educated potential clients on insurance options.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Retained 100% of policyholders during annual renewal period.
  • Adhered to health and prescription insurance products, delivery systems, and claims systems.
  • Met with prospective customers and business owners in homes, businesses, and other settings.
  • Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
  • Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
  • Expanded the company''s client base through effective networking and relationship-building strategies.
  • Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Utilized CRM software to manage client relationships.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Maintained high standards of customer service by building relationships with clients.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Monitored customer feedback and identified areas of improvement.
  • Collected premiums on or before effective date of coverage.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Educated clients on insurance policies and procedures.
  • Generated leads through cold-calling, networking and other outreach methods.

Petty Officer Second Class

United States Navy, USN
11.2019 - 07.2024
  • Developed strong relationships with cross-functional teams to foster collaboration and improve communication within the unit.
  • Coordinated logistics support for deployment readiness operations, ensuring all necessary resources were available when needed.
  • Achieved top-tier inspection results by diligently adhering to established policies and guidelines throughout daily activities.
  • Ensured compliance with safety protocols, reducing the risk of accidents and maintaining a secure working environment.
  • Provided exemplary leadership during high-stress situations, resulting in successful completion of critical missions.
  • Increased overall unit morale with proactive recognition of exceptional performance among team members.
  • Maintained accurate inventory records and timely requisition of supplies, ensuring proper resource allocation for operations.
  • Managed complex projects under strict deadlines, ensuring timely completion without compromising quality or accuracy.
  • Served as a trusted mentor to junior personnel, offering guidance on career development opportunities and fostering professional growth within the unit.
  • Assisted in planning and executing mission objectives, contributing to overall mission success.
  • Evaluated team members'' performance regularly, identifying areas for improvement and implementing appropriate coaching strategies for growth.
  • Streamlined operational processes for increased efficiency by identifying and implementing improvements in work procedures.
  • Coordinated activities of subordinate personnel to support mission success.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Enhanced team efficiency by conducting thorough training sessions and implementing best practices.
  • Streamlined communication processes for improved information flow and decision-making within the unit.
  • Enhanced morale within the unit by organizing team-building events and recognizing individual achievements regularly.
  • Provided expert advice on operational matters to senior leadership, contributing to informed decision-making processes.
  • Conducted regular performance evaluations to identify areas for improvement and implement necessary changes.
  • Mentored junior personnel, fostering strong professional development and growth within the ranks.
  • Managed resources effectively, ensuring optimal allocation of personnel, equipment, and budget.
  • Developed strategic plans for successful operations, consistently meeting or exceeding goals set forth by superiors.
  • Upheld high standards of professionalism through strict adherence to military customs, courtesies, traditions while maintaining an inclusive environment.
  • Created contingency plans to address unexpected tactical scenarios.
  • Monitored and assessed mission progress and provided updates to command.
  • Communicated with command centers to develop and execute tactical plans.
  • Initiated and maintained personnel and employee-related files and records and established archives to support internal audits.
  • Streamlined personnel record-keeping processes, resulting in improved efficiency and data accuracy.
  • Enhanced employee satisfaction by implementing comprehensive onboarding programs and orientation sessions.
  • Designed and implemented internal training for supervisors and other personnel.
  • Administered employee benefits packages, ensuring accurate enrollment and prompt resolution of issues or discrepancies.
  • Managed internal communications related to HR matters, keeping employees informed of policy updates and organizational changes.
  • Reduced errors in data entry through careful verification of transactions and regular reconciliation of accounts.
  • Ensured accuracy in inventory valuation through consistent monitoring and reconciliation of physical counts with accounting records.
  • Provided training and guidance to junior staff members, fostering a positive work environment focused on continuous improvement.
  • Streamlined accounting processes by implementing efficient software tools and automating manual tasks.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Matched purchase orders with invoices and recorded necessary information.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.

Yeoman Assistant

US Navy
10.2016 - 10.2019
  • Enhanced office efficiency by streamlining administrative processes and implementing time-saving tools.
  • Reduced paperwork backlog by digitizing documents into an accessible online system.
  • Resolved administrative issues promptly by identifying root causes and implementing effective solutions.
  • Managed complex travel arrangements and accommodations, resulting in seamless business trips for executives.
  • Developed strong relationships with clients through attentive service and prompt communication, increasing client satisfaction rates.
  • Ensured compliance with company policies by maintaining up-to-date knowledge of guidelines and procedures relevant to the role.
  • Coordinated schedules for multiple stakeholders, ensuring punctual meetings and optimal time management.
  • Drafted correspondence on behalf of executives, demonstrating professionalism and attention to detail in written communications.
  • Assisted with event planning and coordination, leading to successful company gatherings and team-building activities.
  • Oversaw inventory management for office supplies, anticipating needs based on usage trends to minimize downtime due to stock shortages.
  • Organized and maintained filing systems, improving document accessibility and reducing retrieval time.
  • Maintained accurate records of expenses and budgets, aiding in financial planning and decisionmaking.
  • Updated logs for onboard equipment and machinery following correct documentation procedures.
  • Met requirements for government-issued certifications, keeping ship in full compliance.

Education

No Degree - Accounting

Lone Star College System
Kingwood, TX

High School Diploma -

Atascocita High School
Humble, TX
05.2008

Skills

  • Proactive team player
  • Accounting Software Proficiency
  • Data Entry
  • Networking capabilities
  • Training and mentoring
  • Budgeting and finance
  • Problem-Solving
  • Time Management
  • Multitasking Abilities
  • Organizational Skills
  • Recordkeeping
  • File Maintenance
  • Month-end reports

Accomplishments

  • Achieved Navy and Marine Corps Commendation Medal by introducing a step-by-step processing guide for Directives (Instructions and Notices) tasks.
  • Sailor of the Quarter
  • Achieved Flag Letter of Commendation for leadership during initial COVID-19.
  • Achieved Navy and Marine Corps Achievement Medal.
  • Flag Letter of Commendation for OPERARTION INHERENT RESOLVE.
  • Achieved Navy and Marine Corps Achievement Medal for Battle-E award.
  • Supervised team of 9 staff members.

Certification

  • Annuities Training Certificate- Various Providers.
  • Life Insurance & Annuity Ultimate Buyer's Guide.
  • Fundamentals of Business Taxes.
  • Introduction to Financial Planning.
  • Accounting & Financial Statement Analysis.
  • The Infinite Banking Concept.
  • Sales Training: Practical Sales Techniques.
  • Account Management for Beginners.

Timeline

Petty Officer Second Class

United States Navy, USN
11.2019 - 07.2024

Yeoman Assistant

US Navy
10.2016 - 10.2019

Insurance Broker

Simplicity Life
03.2014 - Current

No Degree - Accounting

Lone Star College System

High School Diploma -

Atascocita High School

Similar Profiles

CREATE PROFILE
Lavell Davis