Roberta Evans
Boise,ID
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
20
20
years of professional experience
Work History
Independent Life and Accidental Health Insurance Producer
Globe Life Insurance
12.2024 - Current
- Credentialed in six states.
- Processed payments from customers according to established procedures.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Created detailed reports outlining sales activity, customer feedback, and other data points.
- Advised clients on industry standards, legal requirements, and best practices in the field of insurance.
- Identified potential new customers through cold-calling and networking activities.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Presented comprehensive explanations of insurance policies to clients.
- Generated leads through referrals, online campaigns, mailers.
- Conducted needs analyses for clients to determine appropriate insurance products.
- Cultivated strong client relationships through personalized insurance consultations and tailored policy recommendations.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Adhered to all regulations for insurance sales.
Chief Operating Officer
Transworld PNW
11.2022 - 09.2023
- Open new Franchise store
- Implemented data-driven decision-making frameworks to enhance operational effectiveness and accountability.
- Payroll
- Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
- Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
- Cultivated strong relationships with stakeholders to align operational strategies with overall corporate goals.
- Operational Set up
- Hiring Staff
- Licensing of New assisted living facility Certification
- Led cross-functional teams to implement strategic initiatives, driving organizational growth and market expansion.
- Streamlined operational workflows to enhance efficiency and reduce costs across multiple departments.
- Oversaw budget management processes, optimizing resource allocation for maximum impact on business performance.
- Ensured regulatory compliance by developing policies in line with industry best practices to mitigate risks associated with legal or ethical violations.
- Streamlined operations by implementing efficient processes and systems, leading to increased productivity and cost savings.
General Manager
People AK Staffing Agency
02.2022 - 11.2022
- Consistently review job duties to ensure alignment with employee strengths and success
- Coordinate staff schedules
- Track and record employee development plans and continuing education.
- Coordinate cross training of employees
- Provide support for all fiduciary tasks including monitoring of banking and accounting activities.
- Ensure exceptional level of quality customer service
- Directed recruitment strategies to enhance talent acquisition processes.
- Implemented performance management systems to optimize employee productivity.
- Fostered client relationships to expand business partnerships and service offerings.
- Analyzed operational workflows to identify areas for process improvement.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
Director of Operations
Beans Cafe Non Profit
02.2021 - 02.2022
- Company Overview: Nation's largest emergency shelter in response to covid.
- Managed 77 employees.
- Enforced and implemented policies and procedures.
- Lowest covid rate in the nation with over 400 people in one building
- Nation's largest emergency shelter in response to covid.
- Conducted performance reviews for direct reports and provided feedback for improvement opportunities.
- Developed and implemented operational policies and procedures to improve efficiency.
- Oversaw the implementation of new technology solutions designed to streamline processes.
- Resolved customer service issues in a timely manner while maintaining high levels of customer satisfaction.
- Maintained budgeting documents for accurate tracking of expenses.
- Directed the operations and logistics of a multi-million dollar business.
- Implemented systems for monitoring employee attendance, scheduling, payroll.
- Negotiated contracts with suppliers ensuring best value pricing options were secured.
- Developed and implemented operational strategies to improve efficiency and reduce costs.
- Contributed to talent acquisition efforts by participating in recruitment activities, identifying top candidates and facilitating smooth onboarding processes.
Pharmaceutical Distribution Lead
Western Peeks Logistics
09.2019 - 09.2020
- Developed protocols and programs that were new to the organization and immediately met Drug Enforcement Agency standards
- Managed complex relationships with major pharmaceutical companies and vendors
- Managed three distribution centers ensuring the safe delivery of pharmaceuticals to over 100 hospitals and pharmacies in three states
- Maintained accurate records and reported discrepancies according to regulatory guidelines
- Maintained compliance with state and federal authorities to include the Drug Enforcement Agency
- Managed 30 driver routs and the safety of the team member driving
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Managed time efficiently in order to complete all tasks within deadlines.
Emergency Management Specialist Compliance
Grannies Home alliance
02.2011 - 10.2018
- Independent Contractor for FEMA, US Forest Service, the US Military and multiple state and federal agencies
- 80 + Individual multi-million-dollar campsites, with multiple campsites operating simultaneously
- Base camp management, coordinating with the Incident Command on all aspects regarding utilization of onsite equipment and personnel
- Maintained communication through a variety of platforms to ensure timely release of critical information
- Negotiated contract terms and managed procurement processes
Owner, CEO
Unforgettable Events
12.2005 - 08.2010
- Created and adhered to event budgets
- Served as main point of contact for both guests and venue
- Navigate complex setup and registration processes
- Served as a liaison between multiple vendors and staff
- Maintained critical communication channels to ensure event flow and timelines were met
- Negotiated and secured contracts, vendors, and permits.
- Building Events Basecamp Management
- Organized events such as trade shows and conferences.
- Maintained relationships with existing clients by providing superior customer service.
- Reviewed legal documents related to business operations.
- Researched potential partners in order to expand services offered.
- Ensured compliance with applicable laws and regulations related to business operations.
- Ensured compliance with local, state, and federal regulations.
- Collaborated with other owners on joint ventures and shared resources.
- Implemented quality assurance processes to ensure product excellence.
- Created marketing campaigns to attract new customers.
- Provided direction and guidance to employees.
Skills
- Program development and implementation
- Logistics
- Superior organizational and problem-solving skills
- Strong oral and written communication
- Extensive experience with government contracts
- Project based budgetary compliance
- Ability to communicate across multiple industries, complex demographics and government entities
- Program assessment skills
- Strategic thinking
- Ability to manage multiple complex sites simultaneously
- Supervised emergency procedure employee training and support
- Employee development and succession planning skills
- Insurance underwriting
- Policy analysis
- Risk assessment
- Regulatory compliance
- Sales strategy
- Customer relationship management
- Operational efficiency
- Underwriting principles
- Claims handling
- Insurance products
- Licensed in Idaho, Washington, Ohio, New Mexico, South Carolina, and Alaska
- Financial planning
- Relationship building
- Client assessment
- Upselling
- Life insurance
- Customer service
- Professionalism and ethics
- Client needs analysis
- Client account management
- Licensed insurance agent
- Policy writing
- Call center customer service
Timeline
Independent Life and Accidental Health Insurance Producer
Globe Life Insurance
12.2024 - Current
Chief Operating Officer
Transworld PNW
11.2022 - 09.2023
General Manager
People AK Staffing Agency
02.2022 - 11.2022
Director of Operations
Beans Cafe Non Profit
02.2021 - 02.2022
Pharmaceutical Distribution Lead
Western Peeks Logistics
09.2019 - 09.2020
Emergency Management Specialist Compliance
Grannies Home alliance
02.2011 - 10.2018
Owner, CEO
Unforgettable Events
12.2005 - 08.2010
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