- Running Road Races, Ragnar Races, Tough Mudders
- Outdoor Recreation - hiking, kayaking, camping
- Horseback Riding
- Women's Golf League
- Road Trips
- Attending Sporting Events
Lisa Seeley
Prescott,WI
Summary
Dynamic Regional Sales Assistant skilled in fostering strong partnerships and driving customer engagement. Committed to enhancing service delivery and supporting business growth through effective teamwork and problem-solving.
Overview
18
18
years of professional experience
Work History
Regional Sales Assistant/Coordinator
Osaic Wealth
Oakdale, MN
10.2017 - Current
- Developed and maintained strong relationships with Financial Advisors and Staff across multiple states.
- Streamlined administrative processes with office staff, reducing time spent on routine tasks and increasing focus on revenue-generating activities.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues, leading to higher advisor success and retention rates.
- Organized Annual Territory Meetings and Conferences designed to educate advisors and foster business relationships to increase productivity and success.
- Managed approximately 100+ calls and emails daily from advisors and office staff
Service Account Manager
Prudential Life Insurance
Plymouth, MN
01.2012 - 06.2014
- Cultivated strong client and account relationships, enhancing customer satisfaction.
- Implemented best practices for account management, improving service delivery consistency.
- Collaborated with underwriting to resolve client inquiries promptly.
- Streamlined internal processes for better efficiency in the underwriting process.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Service Account Manager
Hartford Life
Woodbury, MN
03.2008 - 01.2012
- Cultivated strong client relationships, contributing to improved customer satisfaction
- Implemented best practices for account management for improving service delivery consistency
- Streamlined internal processes, enhancing efficiency in account management tasks.
- Increased client satisfaction by proactively addressing needs and strengthening relationships
Education
Bachelor of Science - Marketing
Mankato State
Mankato, MN Skills
- Account management
- Business development
- Client relationship management
- Professional networking
- Partnership building
- Revenue growth
- Problem-solving abilities
- Written communication
- Teamwork and collaboration
Interests
Timeline
Regional Sales Assistant/Coordinator
Osaic Wealth
10.2017 - Current
Service Account Manager
Prudential Life Insurance
01.2012 - 06.2014
Service Account Manager
Hartford Life
03.2008 - 01.2012
Bachelor of Science - Marketing
Mankato State