Rachael Lopez

• Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
• Supervised operations staff and kept employees compliant with company policies and procedures.
• Led hiring, onboarding and training of new hires to fulfill business requirements.
• Developed and implemented strategies to maximize customer satisfaction.
• Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
• Trained and guided team members to maintain high productivity and performance metrics.
• Implemented business strategies, increasing revenue, and effectively targeting new markets.

• Trained and mentored new hires, resulting in stronger staff development and increased productivity.
• Developed comprehensive evaluation system to measure training effectiveness and inform future improvements.
• Customized leadership development programs, resulting in marked increase in leadership capabilities across departments.
• Developed customized training materials for the industry tailored to the target audience.
• Evaluated the effectiveness of training initiatives by tracking participant progress and gathering feedback for continuous improvement.
• Managed all new hire employees during their 8 week new hire training courses, including but not limited to teaching systems, procedures, soft skills, etc., submitting payroll, and classroom management.
• Traveled to other site locations for 1 week durations to train and assist new trainers,

• Obtained President's Club status within the first year with company
• Achieved high levels of sales through extensive carrier and product knowledge, thorough compliance procedures, and skilled sales strategies
• Provided excellent customer service to consumers
• Used expert Medicare and ancillary knowledge to develop sales strategies used across the company
• Developed training materials used for New Hire Training
• Utilized Salesforce, Five9, Powerpoint, LMS, Microsoft, Teams, Excel, and other systems necessary to perform daily tasks
• Created a business proposal and implemented the addition of multiple Life insurance products, obtaining partnerships with 5 additional carriers

• Oversaw development of 9-member sales team by promoting results-driven processes.
• Lead Medicare and Investment Seminars, resulting in a significant generation of new clients.
• Developed relationships with business owners to obtain under 65 and group insurance sales.
• Top Medicare and U-65 sales agent in the company and awarded company trips and prizes.
• Delivered dynamic presentations to facilitate learning and retention among diverse audiences.
• Pioneered mentorship program, fostering professional growth and development.

• Recognized as one of the top producing agents across multi-counties within the first 10 months with the company.
• Promoted to Branch Leader after 10 months with the company.
• Consistently exceeded company goals and awarded many awards, trips, and prizes.
• Lead Educational and Promotional Seminars of groups ranging from 8 - 56 individuals.
• Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
• Informed clients of policies and procedures.
• Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
• Managed and trained new agents in the field 3 days per week.

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