Robyn Casey Donnelly
Brotherhood Mutual
Fort Wayne,IN
25
years of professional experience
Experienced engagement professional prepared to excel in this role. Strong track record in fostering effective collaboration, driving client satisfaction, and meeting strategic goals. Expertise in communication, relationship-building, and adapting to changing needs. Reliable team player focused on achieving impactful results and enhancing overall engagement.
Work History
Agency Engagement Specialist
1 Year 3 Months- Developed and implemented engagement strategies to enhance client communication and satisfaction.
- Collaborated with a partner to effectively manage territory coverage.
- Analyzed feedback data to identify trends and drive improvements in client outreach initiatives.
- Assisted in reaching out to potential clients and existing customers. Supported marketing initiatives to enhance brand awareness. Contributed to the development of promotional materials for outreach efforts.
- Coordinated responses to all prospect inquiries for agency quotes, ensuring timely communication.
- Coordinated collection and arrangement of essential documents from prospects to enhance efficiency in the agent quote process.
- Utilized advanced Applied Epic, Excel and Power BI tools to analyze and visualize data insights.
CLIENT SERVICES REP 2
5 Years 7 Months- Salary promotion due to successful performance of below duties.
- Formulated and executed strategic marketing initiatives targeting prospective churches and ministries.
- Analyzed and compiled data to support the improvement of business intelligence systems at Brotherhood Mutual.
- Developed and managed marketing campaigns aimed at promoting cross-selling opportunities among customer base.
Marketing Leads Specialist
7 Years 7 Months- Directed management of quote request processes to ensure timely responses from Brotherhood Mutual across various channels, including web inquiries, inbound calls, and marketing campaigns.
- Executed database management tasks, ensuring accurate and up-to-date CRM information through integration of various systems and resources.
- Analyzed inbound leads and managed unique ministry requests to ensure effective response and support.
CLIENT SERVICES REP 1
2 Years- Facilitated education and sales initiatives for current customers regarding new brotherhood health benefit product.
- Executed strategic marketing initiatives to ensure consistent branding representation for Brotherhood Mutual across all agency channels.
- Educated church representatives on available products and services to support their mission and activities.
PRESCHOOL 3's TEACHER
3 Years 11 Months- Bi-weekly lesson planning, team teaching, organized monthly themes, parent teacher conferences, continuing education, would travel to other schools to observe new ideas.
Stay-at-Home Mom
13 Years 8 MonthsEducation
Bachelor of Science - Secondary Education - Social Science
Thi Alpha Theta - History Honor Society
Skills
Results-driven
Goal-oriented
Strong organizational skills
Client engagement
Proficient in managing multiple tasks
Problem solving
Coachable
Timeline
Agency Engagement Specialist
James Greene & Associates
04.2025 - CurrentRead More
CLIENT SERVICES REP 2
Brotherhood Mutual
12.2020 - CurrentRead More
Marketing Leads Specialist
Brotherhood Mutual
12.2018 - CurrentRead More
CLIENT SERVICES REP 1
Brotherhood Mutual
12.2018 - 12.2020Read More
PRESCHOOL 3's TEACHER
Sonrise Church
01.2015 - 12.2018Read More
Stay-at-Home Mom
05.2001 - 01.2015Read More
Greenville College
Bachelor of Science from Secondary Education - Social Science
Read More