Mitchell Stephens
Bremen,GA
Summary
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking opportunities to enhance abilities while contributing to company growth. Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.
Overview
9
9
years of professional experience
Work History
Underwriting Manager
Premier Financial Alliance
Suwannee, GA
09.2022 - Current
- Lead team of 6+ to ensure smooth business transactions between our agency and provided carriers in the life insurance industry
- Ensure policies are appropriately and efficiently moved through the pipeline.
- Created a 'push' system to push agents and carriers toward policy finalizations for quicker turnaround times.
- Managed over 100 million dollars of accounts that were finalized by year end 2023, utilizing multiple software platforms, including CRMs.
- In my role, I also assist upper management with software integrations to innovate our processes and oversee accounts: Mondays.com.(3yrs experience) Microsoft Office/Suite (4yrs experience) Guidee.com (1yr experience)
Customer Success Associate
Premier Financial Alliance
Suwannee, GA
08.2021 - Current
- Worked closely with our agents in regard to their commissions after policy finalization, ensuring commission amounts were accurate.
- Managed communications with agents to ensure outstanding requirements for policies were submitted in a timely manner.
- Manually created paid statements for over 200 agents on a weekly basis.
- Innovated our processes when managing a diverse carrier group in the life insurance industry, improving turnaround times for policy requirements and data processing.
Infantryman Section Sergeant
Army National Gaurd
Gainesville, GA
12.2017 - 12.2023
- Developed, implemented, and monitored training plans for subordinates to ensure they were prepared for combat operations.
- Conducted daily physical training sessions with the section to increase their fitness level and morale.
- Resolved any conflicts between members of my team using effective communication strategies.
- Provided guidance on tactical decision making processes to junior members of the section.
- Maintained accountability of all personnel under my command at all times while in garrison or deployed environments.
Project Manager
MRN Contracting
Loganville, GA
05.2020 - 08.2021
- Managed customer relations by responding promptly to inquiries, complaints and requests for information.
- Negotiated contracts with clients while maintaining a positive relationship with them.
- Followed up with customers after installation and repair work was completed for feedback.
- Collaborated with colleagues from other departments to ensure successful completion of projects within deadlines.
- Prepared detailed cost estimates for various roofing projects according to specifications.
- Conducted regular site visits to evaluate existing roofs for potential repairs or replacement.
Assistant Warehouse Manager
Leon Farmer & Company
Athens, GA
10.2015 - 05.2020
- Provided training on proper use of equipment and safety protocols.
- Monitored inventory levels to ensure efficient stock control.
- Assisted with troubleshooting any technical issues that arose during operations.
- Maintained records of goods received, stored, shipped, or in process.
- Managed daily operations including scheduling personnel and assigning tasks.
- Oversaw the loading and unloading of incoming and outgoing shipments.
- Ensured accuracy of shipping and receiving documents.
Education
High School Diploma -
Lumpkin County High School
Dahlonega, GA05-2013
Skills
- Insurance knowledge
- Credit analysis
- Sales Support
- Portfolio Management
- Risk Management
- Interpersonal Communication
Timeline
Underwriting Manager
Premier Financial Alliance
09.2022 - Current
Customer Success Associate
Premier Financial Alliance
08.2021 - Current
Project Manager
MRN Contracting
05.2020 - 08.2021
Infantryman Section Sergeant
Army National Gaurd
12.2017 - 12.2023
Assistant Warehouse Manager
Leon Farmer & Company
10.2015 - 05.2020
High School Diploma -
Lumpkin County High School
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