Lisa Rhodes
Horn Lake,MS
Summary
Skilled In customer service, business management, and as a licensed insurance sales. Experienced in 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. Proven history of exceptional time management and customer service. Excellent communicator and dependable team player with strong understanding of business relations. Highly organized and detail-oriented with a strong ability to identify potential risks and develop solutions. Results-driven professional that provides customers with tailored solutions to meet needs in a genre of skilled professions. Aim to successfully produce excellent results. Agile individual with excellent communication with a willingness to take on added responsibilities to meet goals. Independent agent, seasoned with expertise in providing wide range of high-quality insurance solutions while possessing a deep knowledge of the insurance industry . Aim is to build trust with clients, providing guidance and financial advice, and delivering outstanding service. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
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.
- Offered multiple options with over 5 carriers
- Sought to see 6 clients daily
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Cross-sold insurance products to existing clients to reach sales targets
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations
- Generated leads through cold-calling, networking and other outreach methods
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
- Created sources for continuous client referrals within community and with businesses using extensive networking skills
- Analyzed customer needs to provide customized insurance solutions
- Researched and identified potential new markets
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Negotiated contracts and terms of sale with potential customers
- Organized sales events
Customer Service Returns
Amazon
11.2022 - 04.2024
- Self-motivated, with 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.
- Processed customer returns by inspection and inputting quality of products into data system.
- Communication with managers and operation supervisors
- Highly motivated to meet production requirements
- processed 30 items hourly
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 benefits consulting team
- Advised clients on implementing wellness programs that promoted 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.
- Managed over 100 calls daily utilizing leads
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 controllable margins
- 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.
- High volume store that served over 100 customers hourly
Education
High School Diploma - accounting, business, general studies
Horn Lake High School
Horn Lake, MS06.1997
Business - business, oral communications computer courses pyschology, general studies
North West Community College
Southaven, MSSkills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Verbal Communication
- Networking
- Marketing
- Business Relations and Management
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 - accounting, business, general studies
Horn Lake High School
Business - business, oral communications computer courses pyschology, general studies
North West Community College
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