Lisa Plassenthal
Fairborn,Ohio
Summary
Hardworking Insurance Broker with 14 years of experience maximizing revenues by leveraging strong sales strategies and deep knowledge of available insurance products. Customer-focused salesperson with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy.
Overview
15
15
years of professional experience
Work History
Bartender
Action Palace Billiards
11.2022 - Current
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
- Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.
- Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
- Contributed to a positive work environment through effective teamwork and communication with colleagues.
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
- Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
- Streamlined inventory management, accurately tracking stock levels to minimize waste and control costs.
- Continuously updated knowledge of industry trends, introducing new cocktails and techniques to the menu.
- Supported special events through attentive service, adapting quickly to varying needs of guests or clients.
- Educated customers on drink options, making personalized recommendations based on preferences or dietary restrictions.
- Assisted with staff training, sharing expertise in bartending techniques and customer service best practices.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Proactively addressed potential conflicts or disturbances among patrons, maintaining a safe atmosphere for all guests.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Participated in promotional events, representing the establishment positively while showcasing signature cocktails.
- Consistently met or exceeded sales targets by upselling premium products without compromising guest satisfaction.
- Implemented cost-saving measures such as portion control guidelines, reducing overall expenses without sacrificing quality.
- Contributed innovative ideas for seasonal cocktail menus that attracted new clientele while retaining regulars.
- Served high customer volumes during special events, nights, and weekends.
- Kept bar presentable and well-stocked to meet customer needs.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
Broker Sales Agent
Buckeye Medical Group
06.2022 - Current
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their medicare needs.
- Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their medicare needs.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
- Conducted research to answer questions and handle issues using multiple systems and resources.
Service Advocate II
Farmers Insurance Group
04.2021 - 08.2023
- Improved customer satisfaction by promptly addressing inquiries and resolving issues.
- Enhanced client retention through exceptional service delivery and proactive communication.
- Streamlined workflow processes by identifying inefficiencies and implementing improvements.
- Supported team members, fostering a collaborative and productive work environment.
- Managed high call volumes while maintaining quality service standards and positive customer interactions.
- Exceeded performance metrics consistently by prioritizing tasks effectively and efficiently.
- Developed rapport with clients, leading to increased trust in the organization''s services.
- Maintained detailed knowledge of company products and services to provide accurate information to clients.
- Reduced average call duration by implementing time-saving techniques without compromising on service quality.
- Demonstrated empathy and active listening skills when dealing with frustrated customers, diffusing tense situations effectively.
- Documented calls accurately, maintaining organized records for future reference or escalation purposes if needed.
- Advised customers on additional features or benefits that could enhance their experience with the company''s offerings.
- Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
- Conducted pre-screening activities to determine eligibility for supportive services.
Broker Sales Agent
Metlife Auto & Home Insurance
11.2015 - 04.2021
- Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
- Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
- Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
- Streamlined the sales process by utilizing technology tools for efficient data management and communication.
- Educated clients on insurance policy options, enabling informed decision-making based on their unique needs.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
- Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
- Streamlined administrative tasks such as processing applications, updating records, collecting premiums to ensure smooth operations during peak periods.
- Educated clients on insurance policies and procedures.
Licensed Sales Producer
Allstate Insurance
07.2009 - 11.2015
- Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
- Developed new business opportunities through networking events, community involvement, and referrals.
- Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
- Expanded client base by proactively reaching out to potential customers via cold calls, emails, and social media outreach.
- Educated clients on insurance policy options, enabling informed decision-making based on their unique needs.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
- Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
- Resolved customer complaints promptly, demonstrating empathy and commitment to excellent service standards.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
- Evaluated competitors' products and services to gain competitive advantage.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
Education
Insurance License - Insurance
Hondros School of Insurance
Fairborn, OH05.2009
Diploma - Academic
Meadowdale High School
Dayton, OH01.1985
Skills
- Suggestive Selling
- Basic Accounting
- Payment Processing
- Health Codes Compliance
- Beverage Preparation
- Menu Memorization
- Handling Difficult Customers
- Service-Oriented Mindset
- Liquor, Beer, and Wine Knowledge
- Sales Expertise
- Classic Cocktails
- Customer Service
- Responsible Alcohol Service
Affiliations
- Commissioned Notary - Current Commission Expires 1/29/2028
- Licensed In the State of Ohio to sell Property, Casualty, Life and Health Insurance. Current License expires 12/31/2024
Billiards Player
Enjoy Playing Billiards in my spare time and traveling for tournaments throughout the USA
Timeline
Bartender
Action Palace Billiards
11.2022 - Current
Broker Sales Agent
Buckeye Medical Group
06.2022 - Current
Service Advocate II
Farmers Insurance Group
04.2021 - 08.2023
Broker Sales Agent
Metlife Auto & Home Insurance
11.2015 - 04.2021
Licensed Sales Producer
Allstate Insurance
07.2009 - 11.2015
Insurance License - Insurance
Hondros School of Insurance
Diploma - Academic
Meadowdale High School