Summary
Overview
Work History
Education
Skills
Leadership Experience
Communication Skills
Timeline
Generic

Rachel Erker

Conway Springs

Summary

Detail-oriented professional experienced in business operations, strategic planning, cost optimization, and team leadership. Proven track record of developing successful strategies and managing operations to achieve both short-term and long-term goals. Competent manager of business alliances, partnerships, and public relations to drive measurable results. Exceptional problem-solving and communication skills, with the ability to motivate and lead teams to success. Highly organized, proactive, and results-oriented, with experience in financial management, organizational development, and operational excellence.

Overview

9
9
years of professional experience

Work History

Business Owner

Grain Bin Liquor
04.2021 - Current
  • Managed day-to-day operations and staff at a successful small business, including scheduling, hiring, training, and mentoring new employees, as well as collecting accounting and inventory data, vendor logistics, and financial operations.
  • Developed and implemented effective marketing strategies to increase customer base and drive revenue growth with innovative sales strategies, understanding customer needs and market trends.
  • Maintained accurate records, licenses, and files to comply with regulatory requirements, and maintained financial records and managed budget to ensure profitability and achieve business goals
  • Created and maintained strong relationships with both customers and vendors
  • Organized and executed successful promotional events and sales campaigns.
  • Cultivated strong online presence, managing social media platforms to engage with customers, and elevate brand visibility by spearheading comprehensive digital marketing campaign.
  • Analyzed financial data to identify cost-saving opportunities, boost revenue and optimize product offerings.
  • Implemented efficient systems for inventory management, order processing, and shipping logistics.

Life Insurance Broker

Symmetry Financial
01.2022 - 03.2024
  • Performed administrative tasks, such as maintaining records, calling on policyholders to deliver and explain policy and renewals, analyzing insurance programs and suggesting additions and changes, and changing beneficiaries
  • Determined client needs and financial situations by scheduling fact-finding appointments and analyzing data from various sources
  • Provided exceptional customer service by responding promptly to inquiries and resolving customer issues quickly and efficiently
  • Maintained a high level of industry knowledge through continuous professional development and attendance at conferences.
  • Recruited new agents, provided training and mentored them in the agency, sharing best practices for prospecting, selling, and servicing life insurance policies.
  • Improved sales closing ratio by refining presentation skills and addressing potential objections proactively during consultations.
  • Developed detailed business plans outlining short-term goals as well as long-term objectives
  • Educated clients about their coverage options and reviewed current policies periodically
  • Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients'' financial security.

Insurance Agent/Office Manager

Vintage Bank Kansas
01.2016 - 12.2021
  • Interviewed prospective clients to obtain and analyze data about needs, physical condition of person or property, and to discuss any existing coverage
  • Collected, logged, and reported information when claims were made on policy
  • Ensured that policy requirements were fulfilled and attended meetings and seminars to learn about new products, services, and skills
  • Successfully managed multiple accounts including large business/commercial accounts simultaneously while building relationships with current and potential clients
  • Achieved top agent in new business sales several quarters over while retaining current business accounts.
  • Performed administrative tasks, such as assisting in interviewing, onboarding and training new employees, creating and maintaining records, calling on policyholders to deliver and explain policy and renewals, accounts payable/receivable, billing, making payments, collecting data and creating reports, analyzing insurance programs and suggesting additions and changes, and changing beneficiaries
  • Collected data, analyzed and created reports for upper management.
  • Facilitated month-end closing processes, year-end reporting, and generated regular reports summarizing sales, commissions, account retainment, goals, and objectives.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Utilized CRM software to manage client relationships.
  • Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.

Customer Service Representative

Vintage Bank Kansas
06.2015 - 12.2015
  • Provided exceptional customer service and maintained a high level of professionalism when dealing with difficult customers and managed customer complaints and inquiries in a courteous and efficient manner
  • Maintained knowledge of company products, services, pricing, and promotions
  • Displayed strong organizational skills while managing multiple projects simultaneously
  • Performed data entry tasks accurately and in a timely manner
  • Assisted with training and mentoring new team members
  • Navigated multiple computer systems and applications and utilized search tools to find information
  • Adhered to security and regulatory requirements surrounding financial transactions.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.

Education

Bachelor of Science in Criminal Justice -

Wichita State University
05.2013

Skills

  • Strong leadership and management skills
  • Exceptional organizational and administrative skills
  • Effective problem-solver/resolution seeker
  • Adaptable, receptive learner with sharp attention to detail
  • Excellent communication and interpersonal skills
  • Proficient in management software, Microsoft programs, typing and grammar skills

Leadership Experience

  • Small Business Committee Member
  • High School Dance Team Coach
  • Fall Fest Committee Head

Communication Skills

  • Excellent verbal and written communication skills with extensive experience.
  • Strong active listening skills
  • Confident, articulate, and professional speaking skills


Timeline

Life Insurance Broker

Symmetry Financial
01.2022 - 03.2024

Business Owner

Grain Bin Liquor
04.2021 - Current

Insurance Agent/Office Manager

Vintage Bank Kansas
01.2016 - 12.2021

Customer Service Representative

Vintage Bank Kansas
06.2015 - 12.2015

Bachelor of Science in Criminal Justice -

Wichita State University

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Rachel Erker