Motivated business professional bringing 33 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.
Overview
35
35
years of professional experience
Work History
Insurance Agency Owner
Kybrit Inc
1985 Mendon Rd, Cumberland RI
01.2013 - 10.2023
Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
Prepared bank deposits and handled business sales, returns and transaction reports.
Put together realistic budgets based upon costs and fees for successfully operating business.
Consulted with customers to assess needs and propose optimal solutions.
Trained new employees on proper protocols and customer service standards.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Exclusive Agent
Allstate Insurance Co
1985 Mendon Rd Cumberland RI 02864
12.2003 - 12.2012
Handled and promptly resolved customer complaints to maintain professional relationships.
Followed up on customers' inquiries to assess satisfaction with provided solutions.
Informed clients of policies and procedures.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Established strong customer relationships, building recommendations and loyalty.
Maintained comprehensive product and service knowledge for accurate, informative customer advice.
Associate Sales Agent
Jeanne Lambert Agency/Nationwide Ins
1985 Mendon Rd Cumberland RI 02864
10.1988 - 12.2003
Met sales, productivity, quality and other key performance metrics.
Attended required continuing education and team meetings.
Identified and worked to meet customer needs using sales tools and techniques.
Collaborated with sales team to support energy, morale and production.
Retained excellent client satisfaction ratings through outstanding service delivery.
Managed customer accounts to secure customer satisfaction and repeat business.