Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Rhodes

Horn Lake,MS

Summary

Proven Insurance Agent with a track record of enhancing customer satisfaction and boosting sales at Tri-States Financial and Associates. Skilled in customer service and licensed insurance sales, adept at building client relationships and efficiently managing policy renewals. Increased customer satisfaction scores by overhauling service protocols, demonstrating exceptional professionalism and ethics. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

14
14
years of professional experience

Work History

Insurance Agent

Tri-States Financial and Associates
06.2016 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Customer Service Returns

Amazon
11.2022 - 04.2024
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.

Benefit Consultant

Well Care Health Plans
05.2017 - 03.2019
  • Contributed to new client acquisition by participating in sales presentations, showcasing expertise and value-added services offered by the benefits consulting team.
  • Advised clients on implementing wellness programs that promoted a healthy workforce and reduced healthcare costs.
  • Provided ongoing support for clients post-implementation through regular check-ins and follow-up meetings, fostering long-term partnerships built on trust and mutual success.
  • Continuously updated professional knowledge through industry seminars, webinars, and certifications, maintaining a competitive edge and staying informed on emerging trends.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Observed strict procedures to maintain data and plan participant confidentiality.

Manager

Sonic Drive In
10.2010 - 09.2015
  • Cross-trained existing employees to maximize team agility and performance.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Defined clear targets and objectives and communicated to other team members.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Enhanced profitability by monitoring controllables.
  • Managed cash flow, performed cash drawer counts and cashed out servers in preparation for daily deposits.
  • Monitored and managed inventory, optimizing vendor relationships and ordering.
  • Ensured compliance with food quality and safety practices through regular audits to meet serve safe requirements.
  • Optimized resource allocation, resulting in better control over labor expenses and ensuring timely deliveries.
  • Trained, supervised, and supported staff in performing all job responsibilities.

Education

High School Diploma -

Horn Lake High School
Horn Lake, MS

Business

North West Community College
Southaven, MS

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales

Timeline

Customer Service Returns

Amazon
11.2022 - 04.2024

Benefit Consultant

Well Care Health Plans
05.2017 - 03.2019

Insurance Agent

Tri-States Financial and Associates
06.2016 - Current

Manager

Sonic Drive In
10.2010 - 09.2015

High School Diploma -

Horn Lake High School

Business

North West Community College
Lisa Rhodes