Leslie Deas

• Developed and implemented office policies and procedures.
• Assisted with licensing, permits research for potential contracts of the cities and states of operation.
• Supervised staff members, organized schedules and delegated tasks.

• Meal preparation
• Checking grooming routine
• Light housekeeping tasks
• Laundry
• Assisted with arranging medical appointments and arranging transportation to appointments
• Assisted with arranging transportation to pick up medical supplies and groceries

I am an insurance producer.

• Created, established, documented and implemented new accounts.
• Utilized job-related software to input customer order details into system, accept payments and update accounts.
• Reached out to accounts to measure customer satisfaction and educated clients about their coverage.
• Cross-sold additional products and services to increase retention within accounts. Also, used mailing and phone soliciting to obtain new business.
• Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
• Cultivated deep knowledge of customer businesses and relationship to service clients more efficiently and expediently.
• Utilized traceability of organizational systems for keeping records, reports and agendas.
• Monitored clients' insurance coverages to ensure changing needs were met.
• Interviewed prospective clients to obtain data about financial resources and needs.
• Assisted clients in understanding complex financial products such as mutual funds, stocks, bonds, annuities, and insurance policies.

• Pursued continued professional development through insurance workshops, course and webinars.
• Upsold products to policyholders and potential new clients.
• Offered policy guidance and management to promote asset protection.
• Responded to inquiries and explained product features and service advantages to potential customers as well as answered questions and concerns from policyholders.
• Rewrote and reinstated insurance policies, following underwriting and business rules.
• Monitored clients' insurance coverages to ensure changing needs were met and to ensure retention.
• Interviewed prospective clients to obtain data about financial resources, needs and coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation based on risk information.
• Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
• Reassessed payment methods, received customer payments and issued receipts. Also, utilized organizational systems for keeping records, reports and agendas of all payment transactions and customer concerns and complaints.
• Contacted underwriters and submitted forms to obtain binder coverage.
• Used mailings and phone solicitation and participated in agency-sponsored events to gain new clientele.
• Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.