Lenecia K. Lockhart
The Colony,TX
Summary
Experienced Contract and Licensing Professional with over 10 years experience in the industry. Skilled in multitasking and the ability to effectively communicate with others. Excellent time management skills combined with a superior knowledge in managing employee and community programs. Committed to utilizing my skills to further the success of the Licensing Industry.
Personnel management professional with deep commitment to achieving results and high standards of excellence. Proven experience in streamlining HR processes and developing talent management strategies. Known for strong team collaboration, adaptability, and reliable problem-solving skills.
Experienced with developing and implementing effective personnel management strategies. Utilizes comprehensive knowledge in employee relations, recruitment, and retention to drive organizational success. Track record of fostering collaborative and productive work environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personnel Management Specialist
United States Army
- Interviewed applicants to obtain work history, training, education, and job skills.
- Reviewed and evaluated applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.
- Completed work schedules, managed calendars, and arranged appointments.
- Prepared meeting agendas, attended meetings, and recorded and transcribed minutes.
- Typed, formatted, proofread, and edited correspondence and other documents, from notes or dictating machines.
- Processed and prepared documents, such as business or government forms, for promotion or reassignments.
Licensing Specialist
Liberty Bankers Life Insurance Group
08.2019 - Current
- Process incoming request making sure all required documentation is submitted. And work with agents on any outstanding requirements.
- Secure appropriate state appointments based on state requirements.
- Verify agent records ensuring compliance within industry standards. And ordering background checks utilizing available databases.
- Process and distribute contracts once agency requirements are met.
- Respond to customer inquires to facilitate insurance agents appointments.
- Receive, review, process & submit required forms and documentation for insurance appointment approvals.
- Preserve and update internal processing databases on all activities and communications including but not limited to state licensing, appointment activation's & terminations.
- Responsible for the review, preparation and documentation of incoming and outgoing electronic mail for proper distribution.
- Managed licensing applications and renewals to ensure compliance with state regulations.
- Reviewed and analyzed documentation for accuracy and completeness in licensing processes.
- Coordinated with agents to resolve licensing issues and provide guidance on requirements.
- Streamlined application processing by implementing standardized workflows, improving efficiency.
- Conducted audits of licensing records to maintain organizational compliance and data integrity.
- Led cross-departmental initiatives to enhance communication regarding licensing changes and updates.
- Developed comprehensive training materials for new team members, ensuring consistent understanding of licensing policies and procedures.
- Accomplished successful renewal of expiring licenses through meticulous preparation, submission, and follow-up of relevant documentation.
- Served as primary point of contact for regulatory agencies, fostering positive relationships that facilitated smooth communications during inspections or audits.
- Streamlined licensing processes by implementing efficient tracking systems and organizational strategies.
Executive Administrative Coordinator
Puritan Financial Group
09.2018 - 07.2019
- Managed multiple administrative tasks for the CEO, CFO, COO & National Sales Directors. Including coordination of appointments, expense reports, composing and preparing correspondence, arranging complex travel plans, itineraries, agendas and compiling documents for travel-related meetings.
- Planed, coordinated and ensured all Executive Team schedules were followed and respected. And was assigned as the Executive "Gate-keeper" to the CEO
- Provided a bridge for communication between the Executive Team offices & internal departments.
- Worked with our Executive Team keeping them informed of commitments & responsibilities. Acted as a "Barometer" sensing internal issues taking place and keeping the Company President updated.
- Provided leadership crucial to the organizations success. While managing projects for our Executive Team that had a direct impact on the organization.
- Prioritized conflicting needs while handling matters expeditiously. All while following up on projects making sure they reached successful completion.
Accounts Payable
Puritan Financial Group
03.2016 - 07.2019
- Handled all financial documentation for the Financial Brokerage and Investment companies under Puritan Financial Group INC.
- Ensured all payments and invoices were processed in a timely manner.
- Checked for payment discrepancies along with any other issues of a technical or nontechnical nature.
- Kept track of weekly expenses, financial transactions, purchase orders, different payments and other processes related to the position.
- Obtained proper approvals for multiple departments related to travel expenses, bonuses & refunds alike.
- Complied with financial procedures and policies while ensuring company guidelines were being followed.
- Performed data analysis along with posting and balancing Company revenues.
Agent Commissions and Licensing
Puritan Financial Group
01.2015 - 07.2019
- Input Medicare supplement policies along with monthly renewals into CRM.
- Maintained monthly commission statement spreadsheets.
- Processed agent/agency contracts including but not limited to data entry & licenses verification.
- Maintained all agent records including state appointments, contracts and changes. Including names, addresses, hierarchy, contract level or terminations.
- Verified necessary signatures were obtained for all contracting documents.
- Sent communications regarding additional information gathered for processing agent contracts. While also updating said change requests to pending agent files.
- Handled licensing mail of contracts, agent change requests & license updates.
- Received customer inquires and followed up with agents when needed.
- Oversaw and monitored the pending agent database for accurate and complete information.
Marketing Team Lead
Puritan Financial Group
04.2013 - 01.2015
- Aided in administrative support to the Marketing Director as needed.
- Instructed and coached new marketers.
- Communicated with clients on appointments with filed agents for annual reviews on estate plans and other various insurance products.
- Coordinated client schedules with agent schedules.
- Input scheduled appointments into the Client Management System.
- Performed call qualities weekly to ensure client satisfaction with company insurance agents in the field.
- Fielded inbound customer service calls from clients for updates to the CRM.
- Reset agent and client requests for appointment changes when necessary.
- Contributor towards the Marketing Department's achievement to continually provide exceptional customer service.
Education
High School Diploma -
The Colony High School
The Colony, TX05-1989
Skills
- Ability to Work Independently
- Ability to Work in a Team
- Commissioning
- Contracts
- Customer Relations
- Data Analysis
- Employee Training
- Excellent Communication Skills
- Financial Accounting
- Financial Reporting
- Highly Dependable
- Knowledge of Federal and State Laws
- Interpersonal and written communication
- Marketing
- Microsoft Office
- Microsoft Office Excel
Certification
Anti-Money Laundering
Timeline
Licensing Specialist
Liberty Bankers Life Insurance Group
08.2019 - Current
Executive Administrative Coordinator
Puritan Financial Group
09.2018 - 07.2019
Accounts Payable
Puritan Financial Group
03.2016 - 07.2019
Agent Commissions and Licensing
Puritan Financial Group
01.2015 - 07.2019
Marketing Team Lead
Puritan Financial Group
04.2013 - 01.2015
Personnel Management Specialist
United States Army
High School Diploma -
The Colony High School