Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Lotz

Tulsa,Oklahoma

Summary

Dynamic Sales Manager with a proven track record in improving sales, being a team player, and great listening skills. Expert in sales presentations and conflict improvement. I consistenly enhance customer satisfaction and drive revenue growth thru effective team work and innovative problem-solving. Committed to delivering exceptional results in fast-paced environments.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Select Quote
Tulsa, OK
11.2024 - 03.2025
  • Completed detailed applications and ensured accuracy of client information.
  • Calculated premiums and established payment methods.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Conducted thorough needs analysis to recommend appropriate life insurance products.
  • Utilized CRM software to manage client data and sales activities efficiently.
  • Stayed current with life insurance market trends and regulatory changes.

Customer Solutions Specialist

Gateway First Bank
Jenks, OK
02.2024 - 07.2025
  • Attended regular meetings with other Customer Solutions Specialists to discuss strategies for enhancing the overall customer experience.
  • Resolved customer complaints in a timely manner, ensuring customer satisfaction.
  • Ensured compliance with applicable laws and regulations pertaining to consumer rights protection measures.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Resolved customer complaints in a timely manner by listening attentively to customer concerns and offering solutions that met their needs.

Sales Manager, Finance Manager

Primeaux Dealerships
Tulsa, OK
02.1998 - 10.2023
  • Delivered sales presentations focused on offerings and unique advantages over competitors.
  • Managed daily operations of sales department, including supervision of staff members.
  • Coached, developed and motivated team to achieve revenue goals.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
  • Implemented process changes to streamline sales department workflow.
  • Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Supervised and mentored finance team members, fostering a culture of continuous improvement.
  • Negotiated terms with banks and other financial institutions to secure financing and optimize terms.

Education

Bachelor of Arts - Business

University of New Orleans
New Orleans, LA
05-1987

Skills

  • Customer service
  • Sales presentations
  • Problem solving
  • Team collaboration
  • Conflict resolution
  • Process improvement
  • Sales strategies
  • Teamwork
  • Excellent communication
  • Process transactions
  • Customer retention strategies
  • Negotiation skills

Certification

  • I have received quite a few certificates on excelling in sales and financing from manufactures and warranty companies.
  • I have a life and health producers license from the State of Oklahoma.

Timeline

Life Insurance Agent

Select Quote
11.2024 - 03.2025

Customer Solutions Specialist

Gateway First Bank
02.2024 - 07.2025

Sales Manager, Finance Manager

Primeaux Dealerships
02.1998 - 10.2023

Bachelor of Arts - Business

University of New Orleans

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Lisa Lotz