Summary
Overview
Work History
Education
Skills
Timeline
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Rebecca Licht

Monsey

Summary

Dynamic Office Manager and Practice Development Specialist at MassMutual Brooklyn, adept at driving technology adoption and optimizing advisor practices. Skilled in CRM systems and strategic planning, I foster collaboration and enhance team performance through tailored training and support. Recognized for my proactive problem-solving and commitment to creating a positive workplace culture.

Overview

18
18
years of professional experience

Work History

Practice Development Specialist

MassMutual Brooklyn
04.2020 - Current
  • Drive the integration, adoption, and ongoing use of business technology tools designed to help career advisors optimize their practices
  • Consult with firm leadership to align business technology strategies with broader agency goals
  • Partner with advisors to define and support their growth objectives through tailored use of practice development tools
  • Collaborate with home office and internal departments to proactively identify and implement solutions that boost efficiency and business growth
  • Create targeted action plans to address gaps in advisor performance and technology adoption
  • Meet regularly with the General Agent and sales managers to review progress, challenges, and emerging opportunities
  • Leverage CRM data and reporting tools to measure performance and identify opportunities to drive sales
  • Lead training sessions and provide ongoing support for practice management and business tools firm-wide
  • Stay current on all updates to business tools and implement new strategies as they’re released

Office Manager

MassMutual Brooklyn
01.2020 - Current
  • Oversee all day-to-day operations of the Monsey branch office, ensuring efficiency, compliance, and consistent performance.
  • Trusted by executive leadership to independently manage the branch, allowing them peace of mind that operations are in capable hands.
  • Serve as the primary point of contact for any operational or technical issues—available 24/6 to support staff and leadership.
  • Maintain close, ongoing communication with the CEOs, sales manager, tech team, and Home Office personnel to align efforts and solve challenges quickly.
  • Collaborate with the tech team to introduce, implement, and troubleshoot new technology solutions
  • Oversee and support staff responsible for executing the new business process efficiently and accurately.
  • Train new assistants across all agency locations using a standardized training plan I developed for the full new business cycle.
  • Act as the go-to resource for over 70 agents, providing solutions and answering complex questions due to in-depth knowledge of internal platforms and systems.


Executive Assistant

MassMutual
11.2010 - 01.2020
  • Supported a top-performing insurance advisor in achieving and exceeding high sales goals, contributing to the acquisition of high-net-worth clients.
  • Gained proficiency in all new business and underwriting procedures, ensuring smooth and compliant operations
  • Mastered Salesforce CRM for lead tracking, client management, and Pipeline reporting.
  • Managed all business financials, including bookkeeping, and reporting, using Quickbooks.
  • Cultivated and maintained strong client relationships with clients, Home Office employees, and banks, delivering consistent high-touch service.

Customer Service Representative

Adlers Insurance
08.2007 - 11.2010
  • Drove new business growth for the Personal Lines department by quoting auto and home insurance coverage for prospective clients and converting leads into bound policies
  • Ensured all active policies remained in good standing by proactively monitoring renewals and preventing lapses in coverage
  • Delivered attentive, knowledgeable service to clients, building trust and long-term relationships
  • Contributed to a fast-paced, client-focused office environment through teamwork and a solutions-driven mindset

Education

High School Diploma -

Bais Rochel High School
Monsey, NY
06-2006

Skills

    Operations & Office Management
  • Office Operations Management
  • Staff Supervision & Team Leadership
  • Workflow Optimization
  • Compliance Oversight
  • Facilities & Maintenance Coordination
  • Schedule & Calendar Management
  • Problem Solving & Crisis Management
  • Process Development & Implementation
  • Vendor & Supplies Management
    • Training & Development
  • Employee Onboarding
  • Team Training & Coaching
  • Mentorship for New Agents
  • Training Program Design
  • Cross-Location Staff Training
  • Performance Monitoring & Feedback
    • Technology & Systems
  • Business Technology Integration
  • CRM Systems (Salesforce and Advisor360)
  • Practice Management Tools
  • Troubleshooting & Tech Support Coordination
  • New Technology Rollouts
  • Tech Adoption Strategy
    Communication & Relationship Management
  • Executive Communication
  • Cross-Department Collaboration
  • Team Collaboration
  • Client & Advisor Support
  • Presentation & Facilitation Skills
    • Strategic Planning & Practice Development
  • Process Improvement
  • Sales & Productivity Analysis
  • Strategic Goal Alignment
  • Action Plan Development
  • Advisor Practice Optimization
  • Monthly Progress Reporting
    • Soft Skills & Personal Attributes
  • Highly Organized
  • Dependable & Proactive
  • Adaptable in Fast-Paced Environments
  • Calm Under Pressure
  • Detail-Oriented
  • Strong Work Ethic
  • Leadership by Example
  • Strong Interpersonal Skills
  • Positive and Professional Demeanor

Timeline

Practice Development Specialist

MassMutual Brooklyn
04.2020 - Current

Office Manager

MassMutual Brooklyn
01.2020 - Current

Executive Assistant

MassMutual
11.2010 - 01.2020

Customer Service Representative

Adlers Insurance
08.2007 - 11.2010

High School Diploma -

Bais Rochel High School

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