Lisa Blankenship

• Conducted comprehensive risk assessments for potential clients to ensure suitability of annuity products based on individual needs and goals.
• Provided exceptional customer service, addressing client concerns and maintaining long-term relationships.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Maintained a clean, safe, and organized store environment to enhance the customer experience.
• Developed strong working relationships with staff, fostering a positive work environment.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.

• Liaison between field agents and aspects of the home office
• Responsible for maintaining lead account sales and balances through various lead vendors
• Maintained terminated agent owing balances by making payment arrangements and working with Vector One to report unpaid accounts

Built exceptional rapore with entire field force.

• Managed agency relationships..
• Maintained documentation, detailing assignments, in-progress work and completed project milestones.
• Sent Agent contracting invites, processed and reviewed return contracting to specific Carrier.
• Worked with agents on new cases and updated on pending business.
• Maintained Agent Leads via the Lead Management System.
• Created Bulletins for Sales Contests.
• Tracked Agency Contests.
• Processed Annual Agency Awards to Top Producers.

• Responsible for the day to day operations of the marketing department and supervising four people
• Gather data from several reports to prepare power point presentations for the Sr
• Organize agent incentive trips to Hawaii for approximately 100 people
• This included airline and hotel reservations with an extensive reception and awards dinner
• Plan all aspects of business meetings both in and out of town.

• Data entry of new life applications received
• Commission adjustments and payments
• Proof newly issued policies
• Oversee department functions when department manager was unavailable.