Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Lisa Strei

Cedar Falls,IA

Summary

Professional coach and former State Farm Employee with extensive knowledge and understanding of the agent, team member, and policyholder experience. Unique ability to comprehend the balance of the agency-corporate relationship. Great passion for the insurance industry, State Farm product's, and the Company. Looking to utilize coaching experience within the Field Implementation Coaching role and return to State Farm.

Overview

16
16
years of professional experience

Work History

Owner & Coach

Lisa Strei Coaching Co.
Cedar Falls, IA
10.2017 - Current
  • Provide coaching expertise in DiSC and The Five Behaviors of a Cohesive Team programs to enhance personal & professional development within the insurance and financial services sector.
  • Partner with agency leaders and their teams to help individuals discover and affirm how they are uniquely wired, with the goal of increasing team member engagement, lowering unhealthy turnover, preventing burnout, and improving communication.
  • Conduct customized team development workshops and individual coaching sessions on topics including productive conflict, sales augmentation, effective management, and peer-to-peer accountability.

Chief Operating Officer

Guiding Star Project
Ironton, MN
10.2021 - Current
  • Create annual budgets, analyze financial data, and monitor expenses against budget goals to identify areas of improvement for cost savings.
  • Provide operational and financial insights to support CEO and President in strategic decision-making, resulting in increased operational efficiency.
  • Responsible for the successful conversion of donor data to a centralized CRM system, spearheading the training and adoption of team members.
  • Build relationships with external stakeholders such as donors, Affiliate partners, and board members.

Agent Capabilities Analyst

State Farm Insurance
Cedar Falls, IA
01.2016 - 09.2017
  • Served on multiple cross-functional teams to implement ECRM to 18,000+ agents.
  • Effectively represented the agency voice and provided agent feedback on the Corporate Change Management Team as a Subject Matter Expert.
  • Created a video training library and collection of process and technical job aids for Phase 1A to ensure initial agent adoption.

Agency Field Specialist/Deployment Specialist

State Farm Insurance
Cedar Falls, IA
06.2008 - 12.2015
  • Acted as a liaison between Corporate and the agency force.
  • Consulted with and trained agents and their teams on systems and processes surrounding sales, marketing, and technology.
  • Served over 60 agents across multiple states.
  • Consulted with other Agency Field Specialists on upcoming Corporate Initiatives to help drive agent adoption.

Education

Life Coaching Certification -

The Coach Training Academy
Blaine, WA
02-2018

Certified Life Underwriter -

The American College of Financial Services
King Of Prussia, PA
06-2017

Life Underwriting Training Council Fellow -

The American College of Financial Services
King Of Prussia, PA
08-2011

MBA -

Iowa State University
Ames, IA
05-2005

Skills

  • Demonstrated ability to effectively coach others
  • Knowledge of/Experience with State Farm systems such as NECHO, ABS, ECRM, DSS, etc
  • Former State Farm Agent Team Member experience
  • Proficient in Microsoft Office
  • Excellent interpersonal skills and emotional intelligence
  • Strong verbal and written communication skills
  • Authorized Partner of Everything DiSC
  • Certified in The Five Behaviors of a Cohesive Team

References

References available upon request.

Timeline

Chief Operating Officer

Guiding Star Project
10.2021 - Current

Owner & Coach

Lisa Strei Coaching Co.
10.2017 - Current

Agent Capabilities Analyst

State Farm Insurance
01.2016 - 09.2017

Agency Field Specialist/Deployment Specialist

State Farm Insurance
06.2008 - 12.2015

Life Coaching Certification -

The Coach Training Academy

Certified Life Underwriter -

The American College of Financial Services

Life Underwriting Training Council Fellow -

The American College of Financial Services

MBA -

Iowa State University

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