Lisa Harwood
Signal Mountain,TN
Summary
Thrives on learning new skills quickly and approaches daily challenges with flexibility and openness to changing needs. Superior work ethic with excellent communication, multitasking and prioritization skills. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Symmetry financial
Signal Mountain, TN
09.2023 - Current
- Fostered relationships with clients to ensure satisfaction with life insurance coverage.
- Assisted customers in filing claims for death benefits or other losses related to life insurance policies.
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Analyzed customer needs and recommended life insurance policies accordingly.
- Calculated premiums and established payment methods.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Care Giver Part Time
Home Helpers
Signal Mountain, TN
12.2010 - 06.2021
- Maintained clean and well-organized environment for client happiness and safety.
- Assisted elderly clients with activities of daily living such as bathing, dressing and grooming.
- Provided companionship for elderly clients by engaging in conversation and participating in recreational activities.
- Followed care plan and directions to administer medications.
- Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
- Examined and treated patient lacerations, contusions and physical symptoms and referred patients to other medical professionals.
General Manager
The Bread Basket
Signal Mountain, TN
06.1997 - 09.2023
- Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
- Recruited, interviewed and hired qualified staff for open positions.
- Trained employees on duties, policies and procedures.
- Created schedules and monitored payroll to remain within budget.
- Created a positive work environment by developing team building activities that encouraged collaboration among departments.
- Delivered exceptional client experiences through hands-on leadership of associates and managers.
- Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements.
- Supervised employees through planning, assignments, and direction.
Education
Business Management -
University of Tennessee At Chattanooga
08-2023
Skills
- Leadership
- Communication
- Team Building
- Time Management
- Budget Administration Skills
- Critical Thinker
- Analytical Thinker
- Critical Decision-Making Skills
Certification
ServSafe
Timeline
Life Insurance Broker
Symmetry financial
09.2023 - Current
Care Giver Part Time
Home Helpers
12.2010 - 06.2021
General Manager
The Bread Basket
06.1997 - 09.2023
Business Management -
University of Tennessee At Chattanooga
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