Robin Jones CIC, ACSR
Portsmouth,VA
Summary
Accomplished training, sales and customer service professional seeks position where existing communication and organizational skills can be routinely applied in a fast-paced environment.
Overview
26
26
years of professional experience
Work History
Associate Manager- Training
Acrisure
04.2019 - Current
- Deliver engaging presentations on various Epic related topics, ensuring thorough comprehension and retention of key concepts.
- Conduct workflow development sessions in order to create appropriate training materials consisting of manuals, job aids and videos
- Effectively manage multiple training projects simultaneously, ensuring timely completion and alignment with organizational goals.
- Adapt training materials for diverse learning styles, ensuring comprehensive understanding and application of key concepts by all participants.
- Coach internal new hires through their onboarding process.
- Test all Epic upgrades prior to releasing to our agency partners
- Led weekly team meetings with our internal training team
Training Manager
Choice Insurance
06.2018 - 11.2018
- Perform Epic training for all agency staff
- Supervise and coordinate staff efforts to ensure that all required tasks are completed effectively and in a timely manner
- Manage agency reports and recommend associated changes in systems and processes
- Work with each functional area to build an onboarding, integration, and training program to support the development of new and existing staff
- Coordinate with the management team to build workflows that support the success of the agency.
Product Instructor
Applied Systems
08.2017 - 04.2018
- Responsible for contacting clients and coordinating training through on-site and virtual sessions
- Prepare and follow up on client engagements
- Develop post-engagement summaries and reports.
Account Executive
Bankers Insurance, LLC
08.2010 - 08.2017
- Epic Trainer for new employees
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Responsible for receiving initial report of claims from clients; counseling clients and preparing claim report to insurance carriers
- Perform a minimum of 40 client file reviews each month
- Maintain zero client file defects; verified by monthly manager's audit.
Account Manager
USI Insurance
08.1998 - 03.2010
Education
B.S. - Business Administration
Old Dominion University
Norfolk, VASkills
- EPIC- CSR24, Epic Quotes
- TAM
- AMS-Sagitta
- IVANS
- MS Office Suite
- Web Ex/Teams/Zoom
- Mondaycom
Designations
- CIC, Certified Insurance Counselors, The National Alliance for Insurance Education & Research
- ACSR, Personal Lines, Independent Insurance Agents of Virginia
- ACSR, Commercial Lines, Independent Insurance Agents of Virginia
Personal - Licenses
- Life & Health
- Property & Casualty
Timeline
Associate Manager- Training
Acrisure
04.2019 - Current
Training Manager
Choice Insurance
06.2018 - 11.2018
Product Instructor
Applied Systems
08.2017 - 04.2018
Account Executive
Bankers Insurance, LLC
08.2010 - 08.2017
Account Manager
USI Insurance
08.1998 - 03.2010
B.S. - Business Administration
Old Dominion University
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