MS Office
Lisa Weeter
Licensed Missouri Health and Life Insurance Producer
Joplin,Missouri
Summary
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. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Producer
Independently Contracted
09.2023 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Boosted policy sales through effective communication of product benefits and features.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
- Streamlined the application process for clients, simplifying paperwork and reducing wait times for approval.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Provided exceptional customer service, addressing client concerns promptly and professionally.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Enhanced referral network by building strong relationships with other industry professionals such as mortgage brokers and financial advisors.
- Participated in ongoing professional development opportunities to maintain licensure and stay abreast of industry advancements.
Business Owner
JLW Enterprises
08.2016 - Current
- Increased client satisfaction by implementing innovative business strategies and streamlining processes.
- Enhanced company profitability by reducing overhead costs and negotiating favorable contracts with suppliers.
- Expanded market reach with targeted marketing campaigns and strategic partnerships.
- Developed a high-performing team through effective recruitment, training, and performance management.
- Boosted revenue by identifying new business opportunities and diversifying product offerings.
- Established strong customer relationships through excellent communication and attentive service.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Implemented efficient systems for inventory management, order processing, and shipping logistics.
- Maintained a safe work environment by enforcing strict safety protocols and regularly updating staff on industry best practices.
Account Specialist Lead
Contract Freighters, Inc
08.2006 - 07.2016
- Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
- Streamlined account management processes for increased efficiency and accuracy in financial reporting.
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
- Developed customized financial solutions for clients, addressing their unique needs and concerns.
- Implemented new strategies to improve account retention rates and reduce customer churn.
- Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
- Assisted in the development of training materials for new Account Specialists, fostering a cohesive team environment.
- Ensured compliance with industry regulations by diligently reviewing account documentation and transactions.
- Supported business development initiatives by actively participating in networking events and industry conferences.
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Negotiated favorable contract terms for clients, securing better pricing and terms for products or services rendered.
- Facilitated smooth onboarding process for new clients by effectively communicating expectations and requirements throughout the transition period.
- Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
- Actively participated in cross-functional teams to develop innovative solutions that addressed recurring challenges faced by Account Specialists.
- Provided valuable input during strategy meetings that influenced decision-making at both the individual client level as well as across broader company-wide projects.
- Mentored junior team members, offering guidance and support for their professional growth and development within the Account Specialist role.
- Set up new customer accounts and updated existing profiles with latest information.
- Adhered to standards of quality and service as well as all compliance requirements.
- Completed routine and complex account updates to resolve problems.
- Obtained pricing deals, negotiated contracts, and solidified beneficial agreements.
- Kept detailed records of daily activities through online customer database.
- Contributed to team objectives in fast-paced environment.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Quoted prices, credit terms and other bid specifications.
Education
No Degree - Accounting And Data Processing
Vatterott College - Joplin
Joplin, MO10.2005
Skills
- Claims Reporting Systems
- Professional Relationships
- Insurance Procedures
- Lender Relationships
- Email Marketing
- Client Needs Analysis
- Vision and Dental Insurance
- Life Insurance
- Customer Follow-Up
- Health Insurance Industry Knowledge
- Quotes and Sales
- Final Expense Insurance
- Intuit QuickBooks
- Task Delegation
- Google Analytics
- Microsoft Windows
- Negotiation and Persuasion
- Microsoft Internet Explorer
- Microsoft Office
- Tax Software
- Microsoft SharePoint
- Public Speaking
- Microsoft Outlook
- Issue Resolution
- ADP Workforce Now
- Customer Service
- Adobe Systems Adobe Creative Cloud
- New Business Development
- Staff Management
- Google Docs
- Sales Activities
- Financial Management
- Accounting Techniques
- Microsoft Access
- Microsoft Excel
- Business Management Principles
- Sales Development
- Consumer Protection
- Driven and Determined
- Bookkeeping
- McAfee
Certification
- Licensed Missouri Health, Life, and Accident Insurance Producer Active 09/01/2023 expiration 09/19/2025
Quote
I cannot believe the purpose of life is to be happy. I think the purpose of life is to be useful, to be responsible, to be compassionate. It is, above all, to matter, to count, to stand for something, to have made some difference that you lived at all.
Leo Rosten
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkPart TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CultureWork from home optionAccomplishments
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Achieved carrier of the year through effectively helping with tracking and contacting drivers to ensure on time deliveries.
- Supervised team of 6 staff members.
- Achieved better trip-contract compliance by completing staff training, logging and revisions with accuracy and efficiency.
- Responded to over 100 customer inquiries each day.
- Assisted management with the training of multiple new staff members.
- Recognized by customers and sales managers for expedient and effective service.
Affiliations
- Nation Association of Insurance Commissioners
Software
AS400
CRM
Hub Spot
WordPress
Outlook
Google Business Suite
Interests
Reading
Self-Improvement
Writing
Networking
Timeline
Insurance Producer
Independently Contracted
09.2023 - Current
Business Owner
JLW Enterprises
08.2016 - Current
Account Specialist Lead
Contract Freighters, Inc
08.2006 - 07.2016
No Degree - Accounting And Data Processing
Vatterott College - Joplin
- Licensed Missouri Health, Life, and Accident Insurance Producer Active 09/01/2023 expiration 09/19/2025
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