With a proven track record at Symmetry Financial Group, I excel in operational efficiency and leadership, driving process improvements and fostering team engagement. My adeptness in strategic planning and exceptional interpersonal skills have significantly enhanced business management and employee satisfaction. Renowned for critical thinking and adaptability, I consistently deliver results beyond expectations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Director of Operations for The Brown Agency
Symmetry Financial Group
12.2023 - Current
This job required my skills to be sharpened, and my eyes to be open to the needs of the people
I was required to be fully aware of every present need that was presented to me, and make the best of every outcome
Presented a great range of people and personal skills
Followed standards and procedures for work
Worked with 45 A-Rated carriers to provide coverage for home and life insurance
Sold Insurance to clients ranging from home and life
Managed schedules for team, worked Zip recruiter, lead expansion of the growing team
Self development
Counseled prospects and policyholders on coverage, limits and regulations.
Interviewed prospective clients to obtain data about financial resources and needs.
Developed and implemented sales strategies to increase market share of insurance products.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Maintained accurate records of client information including contact details and policy changes.
Established relationships with vendors that provide services related to insurance products.
Explained coverage options to potential policyholders, answering questions or concerns.
Created policies and procedures for improved workflow processes.
Formed and sustained strategic relationships with clients.
Front Office Coordinator, Administrative Assistant, Event Planner
HealthCare Highways/Dallas Cowboys Headquarters
12.2023 - 01.2024
This role provides administrative support to all departments including event planning work during our golf season
Strong verbal and written communication
Maintain and track office supplies, distribution of products and services
Efficient in Word, Excel, Splan, Concur, Outlook, Adobe
Time management and strong organizational skills
Present participation and intentional execution of all duties.
Strong attention to details
Ability to work on creative office assignments and help other departments with various needs
Enhance company culture and maintain positive environment for all staff
Schedule and set up meetings via Teams app
Visit vendors to contract with during golf event season
Help plan and execute golf events with our CEO and Admin team
Guided employees in handling difficult or complex problems.
Monitored waiting area, ensuring cleanliness and compliance with safety protocols.
Attended training sessions to stay updated on new policies and procedures.
Organized meetings between staff members on behalf of management.
Issued work schedules, duty assignments and deadlines for office or administrative staff.
Interpreted and explained work procedures and policies to brief staff.
Scheduled and confirmed appointments, optimizing daily office flow and reducing wait times.
Greeted and assisted visitors, providing exceptional customer service and maintaining a welcoming environment.
Managed office personnel schedules and implemented coverage for increased work demands or unexpected absences.
Renovation Construction Manager / Resident Relations Specialist / Leasing Agent
Cortland
05.2018 - 02.2020
This position required specific attention to detail dealing with customer relations, as well as managing a construction crew overseeing liaison work with expansion of 3 property buildings
Managed front office with team
Toured property to future residents
Gathered/processed/placed together/edited contracts for applicants & Leased apartment units
Managed construction team while renovating units
Oversaw as head of Liaison in construction, renovating 3 buildings in Dallas, TX total 850 units
Worked specifically with residents one on one during process of renovation period
Created spreadsheets, worked on Excel, Blue Moon, and other programs
Analyzed blueprints, specifications and other technical documents to identify potential problems or conflicts.
Delegated work to staff, setting priorities and goals.
Enhanced operational efficiency by introducing innovative construction methods and technologies.
Kept detailed progress records to hit strict deadlines and adjust plans.
Collaborated with architects, engineers, surveyors, inspectors and other professionals involved in construction processes.
Completed investigations into complaints, incidents and accidents at work sites.
Negotiated contracts with vendors and suppliers to secure favorable terms.
Monitored changes in scope or design, managing any necessary contract adjustments.
Conducted post-construction evaluations to assess project successes and areas for improvement.
Established and enforced procedures and work standards, promoting team performance and safety.
Overseer
Gateway Church
Frisco, TX
01.2014 - 08.2015
The job of an overseer is to make certain of information
This position required that I be quick at handling huge amounts of information at a fast rate, writing down details from the parents of the children, keeping track of everything from personal to medical, and maintaining a photographic memory
Provided outstanding customer service
Followed company procedures to maintain work environment in a neat and orderly condition
Collaborated with teams/departments to ensure smooth work flow and efficient organization operations
Maintained positive relationships with all customers
Followed standards and procedures to maintain safe work environment
Teacher
Gateway Church
Frisco, TX
01.2013 - 08.2014
At Gateway Church, I worked as a teacher for the children in the Children's Ministry department
This means that I had to learn lessons on what to teach the children about God, including education
During this time, the job included studying new lessons, prepping for 3 classes on Saturday and Sunday, preparing the needed material suited per age group, performing and presenting the tasks included within the lessons learned
Successfully improved student participation in the classroom through integration of creative role-playing exercises
Modified the general education curriculum for special-needs students based upon a variety of instructional techniques and technologies
Enforced the Buddy System mentoring program between 1st and 5th grade students, increasing student development and enthusiasm for learning
Education
High School Diploma -
Keystone
Keystone, Oregon
01.2016
Skills
Fast Learner
Excellent attention to Detail
Highly Dependable
Self-Confidence
Effective Leadership
Self-Management
Adaptability
Critical Thinking
Excellent use of Time Management
Great Communication Skills
Strong Work Ethic
Problem Solving Skills
Ability to Accept and Learn from Criticism
Planning and Researching Skills
Interpersonal Skills
Handling Pressure
Team player
Leadership training
Strategic planning and execution
Operations oversight
Business management
Quality assurance
Cost control
Financial controls implementation
Process improvement
Risk mitigation
Schedule oversight
Strategic planning
Process improvements
Resource allocation
Operational efficiency
Employee engagement
Product promotion
Performance measurement
Continuous improvement
Certification
I am a licensed Insurance agent for Life Insurance
I currently hold an adjusters license
Languages
English
Proficient (C2)
C2
Spanish
Limited
A1
Russian
Limited
A1
Timeline
Director of Operations for The Brown Agency
Symmetry Financial Group
12.2023 - Current
Front Office Coordinator, Administrative Assistant, Event Planner
HealthCare Highways/Dallas Cowboys Headquarters
12.2023 - 01.2024
Renovation Construction Manager / Resident Relations Specialist / Leasing Agent
Cortland
05.2018 - 02.2020
Overseer
Gateway Church
01.2014 - 08.2015
Teacher
Gateway Church
01.2013 - 08.2014
High School Diploma -
Keystone
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