Lisette Roberts
New Britain,CT
Overview
24
24
years of professional experience
6
6
years of post-secondary education
1
1
Language
Work History
Behavior Specialist
City Of Hartford
Hartford, CT
07.2011 - Current
- Utilized positive reinforcement to maximize desired behavior and educational outcomes.
- Crafted Behavioral Intervention Plans for individual students.
- Maintained accurate and confidential records of assigned students.
- Supervised student behavior during daily academic routines to secure safety of students and staff.
- Partnered with administrative leadership to improve discipline practices based on data findings.
- Designed and recorded teacher surveys to accurately determine professional development needs and strategies.
- Planned and facilitated needs-based professional learning tools, resources and educational materials to enhance teaching skills.
- Consulted regular education classroom teachers to develop curriculum modifications and intervention strategies.
- Informed parents of evaluation methods used to guide instruction and document progress.
- Developed and maintained individualized skill-appropriate lesson plans.
- Oversaw proactive crisis intervention training for campus employees.
- Interpreted general objectives, laws, policies and procedures concerning Special Education program.
- Conducted weekly groups to support teachers in developing positive behavioral tools and skills.
- Provided in-person, virtual and hybrid instruction based on evolving school service models.
- Designed and addresses strategic goals by creating and introducing frameworks for department support.
- Identified professional development needs by creating and presenting teacher surveys.
Mortgage Consultant
MLN, LLC
Middletown, CT
08.2008 - 08.2011
- Oversaw sales and underwriting processes of mortgage lending office.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Proactively identified solutions for customers experiencing credit issues.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Compiled closing packages for drafting and presentation accuracy.
Licensed Insurance Agent
AAA Insurance Company
Cromwell, CT
05.2002 - 08.2008
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Exceeded corporate quotas for monthly policy sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Obtained underwriting approval by completing application for coverage.
- Promoted products and services using upselling and other sales strategies.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Reported policy changes and company conditions affecting customer satisfaction.
- Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.
Licensed Insurance Sales Agent
The Hartford
Farmington, CT
08.1998 - 05.2002
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Spent ample time with each clients, verbally reviewing and explaining documents for client comprehension.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Obtained underwriting approval by completing application for coverage.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Handled outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Remained impartial in order to advise clients based on circumstances.
- Upsold additional products and services after identifying customer needs and requirements.
Education
Bachelor of Arts - Human Services
Springfield College
Springfield, MA 08.2001 - 05.2005
Master of Arts - Special Education
Cambridge College
Cambridge, MA 12.2018 - 12.2020
Skills
Account management
Account retention
Risk management
Commercial lines
Life insurance
Health insurance
Underwriting and adjustments
Client needs analysis
Timeline
Master of Arts - Special Education
Cambridge College
12.2018 - 12.2020
Behavior Specialist
City Of Hartford
07.2011 - Current
Mortgage Consultant
MLN, LLC
08.2008 - 08.2011
Licensed Insurance Agent
AAA Insurance Company
05.2002 - 08.2008
Bachelor of Arts - Human Services
Springfield College
08.2001 - 05.2005
Licensed Insurance Sales Agent
The Hartford
08.1998 - 05.2002