Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rachel Rand

Des Moines,IA

Summary

Experienced business professional specializing in project management, process improvement, insurance, and financial analysis. Proven track record of driving operations forward and reducing costs through innovative strategies. Skilled at analyzing data to identify trends and develop efficient solutions. Dedicated to continuously evolving and adapting to meet the dynamic needs of the business environment.

Overview

13
13
years of professional experience

Work History

Analyst-Account Management

Marsh McLennan
03.2021 - 03.2025
  • Contributed to the creation and upkeep of strategic operational processes, on commercial accounts such as TransAmerica, State Farm, Trusted Pals and 7-Eleven stores.
  • Cultivated lasting client relationships built on trust, integrity, willingness to help and a commitment to provide outstanding service.
  • Identified improvement opportunities by evaluating customer feedback and system data.

Administrative Assistant

Axelon
11.2020 - 03.2021
  • Prepare and maintain administrative documents and records for 7-Eleven convenience store owners.
  • Managed email correspondence along with incoming leads to distribute to agents.
  • Assisted coworkers and staff members with special tasks on daily basis.

Medicare Supplement Specialist

Century Benefits
09.2018 - 03.2020
  • Conducted 5-20 qualification assessments to enable Medicare Supplement enrollment.
  • Collaborated effectively with 12 team members to enhance daily operations.
  • Showcased talent for quickly understanding and adapting to new environments.

Independent Insurance Agent

Multiple A* Rated Companies
01.2017 - 08.2018
  • Marketed property and casualty insurance products along with fixed annuities on average of 10- 20 existing clients per week.
  • Analyze net worth and financial responsibilities to ensure proper coverage and guard against risk then align products with long-term goals.
  • Built relationships with clients using active listening skills, having integrity and issue resolution to provide excellent service.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

Principal Agent

Farm Bureau Financial Services
03.2015 - 01.2017
  • Reviewed and executed confidential documents, contracts and disclosures.
  • Worked with sales team to collaboratively reach targets.
  • Conducted approximately 84-90 annual reviews with clients to ensure adequate coverage of assets.

Residential Property Adjuster

Nationwide Insurance
09.2012 - 03.2015
  • Investigate approximately 5-25 claims per week of damage to residential property.
  • Analyze policy to determine coverage, licensed to make the coverage decision within authority.
  • Establish and maintain relationships with policyholder's and general contractors within a network.

Education

Bachelor of Science - Interior Design And Architecture

The Art Institute
Phoenix, AZ And Denver, CO

Skills

  • Effective task prioritization
  • Efficiency in business operations
  • Proficient in computer applications
  • Effective interpersonal communication
  • Strong attention to detail
  • Cross-functional collaboration skills
  • Cultural sensitivity
  • Proficient in MS Office
  • Financial transaction processing

Timeline

Analyst-Account Management

Marsh McLennan
03.2021 - 03.2025

Administrative Assistant

Axelon
11.2020 - 03.2021

Medicare Supplement Specialist

Century Benefits
09.2018 - 03.2020

Independent Insurance Agent

Multiple A* Rated Companies
01.2017 - 08.2018

Principal Agent

Farm Bureau Financial Services
03.2015 - 01.2017

Residential Property Adjuster

Nationwide Insurance
09.2012 - 03.2015

Bachelor of Science - Interior Design And Architecture

The Art Institute

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