Sherri-Anne Kamaka
Wai'anae
Summary
Customer centric and Results-driven professional with 30+ years of experience in demanding industries - Corporate business strategies, technical expertise, insurance sales, financial planning, and enterprise account management across diverse markets. Proven ability to grow referral networks, grow and retain revenue streams, and deliver tailored solutions in technical, life, health, property & casualty, and financial services. Strong background in increasing operational efficiencies, proactive retention of revenue streams, strong strategic business acumen, underwriter liaison, client education, and Salesforce-driven sales processes.
Experienced professional with a strong background in financial management and resource allocation, overseeing multi-million dollar budgets within land development. Successfully implemented cost-saving measures through tax exemptions for developers, enhancing financial efficiency for stakeholders. Proficient in preparing comprehensive financial reports and managing contract compliance, ensuring accurate tracking of expenditures and budgetary requirements. Demonstrated ability to support project managers and collaborate with various departments to fulfill organizational objectives of Prince Jonah Kūhiō Kalaniana'ole's mission.
Overview
32
32
years of professional experience
4
4
years of post-secondary education
Work History
Housing Specialist IV - Land Development Division
State of Hawaii, Department of Hawaiian Home Lands
Kapolei
03.2024 - Current
- Manage multi-million dollar Budget for Land Development Division;
- Implement cost savings for beneficiaries through GET Tax Exemptions for Developers and subcontractors;
- Work with ASO to complete reports for LDD that are requested by WAM, Budget & Finance, and Legislatures. For example: Act 279 $600M legislative report illustrating expenditures, encumbrances, estimated cost, and number of lots, Other reports such as Performance Variance Report, and Green Fee projects, etc.
- Provide Support for Project Managers with certification of contracts and budgetary requirements.
- Manage project for Contract Dashboard that illustrates appropriations, term, expenditures, and contract balances.
- Approve invoices and purchase orders for Project Management Team to ensure availability of funds and accurate budget tracking.
Life Insurance & Annuity Specialist
AAA
Pleasant Hill
12.2017 - 03.2024
- Promoted advantage and value of a company that is stable through a foundation built on mostly bonds, stock, and real estate assets.
- Consult with prospective primary insureds; perform Life Insurance Needs Analysis; manage underwriting process and communicate underwriting decisions to clients.
- Increase referral business by building trust-based, member-centric relationships; implement and evolve marketing plans targeting young families, professionals, preretirees, retirees, nonprofits, and businesses.
- Train agents to improve knowledge, confidence, and Salesforce (AgentOne) competency; service existing policies to create cross-sell opportunities and long-term relationships.
- Lead and participate in networking activities (Pleasant Hill Chamber of Commerce, Women's Professional Network) to promote business activities.
Life Insurance Specialist
AAA - Hawai'i
Honolulu
02.2013 - 12.2017
- Built and managed a book of members' in-force life insurance policies; educate members on needs and options; manage full application and underwriting processes.
- Provide retirement savings strategies via Fixed Deferred Annuities and Guaranteed Income Annuities; consistently meet or exceed product-specific goals and compliance standards.
- Deliver timely policy settlement and maintain high client satisfaction through ongoing education, support, conversions, and Annuity maintenance.
Financial Planner
New York Life
Honolulu
02.2008 - 02.2013
- Promoted advantage and value of a company that is stable through a foundation built on mostly bonds, stock, and real estate assets.
- Implement strategies that create stability through risk diversification.
- Conduct client meetings to understand retirement and long-term care planning needs; develop tailored financial plans.
- Prospect residential and commercial markets via phone campaigns and marketing events; maintain diligent follow-up communications to nurture leads.
Account Manager
ALTRES Inc.
06.2006 - 11.2007
- Consult with small to large companies across the state of Hawaii d-to-end sales process for labor cost management solutions in HR, Risk Management, and Benefits; provide outsourcing solutions to reduce employment costs and liabilities.
- Maintain customer data in Salesforce CRM; oversee data integrity and pipeline management.
Director of Sales
Access Technology
08.2005 - 03.2006
- Lead sales team for fiber optic micro-tunneling products; manage full sales cycle from prospecting to proposal development.
Lead Account Development Representative
Pacific Lightnet
02.2002 - 08.2005
- Served as single point of contact for 200+ businesses; renew contracts and upgrade WAN/voice/data services; manage trouble ticket workflows and service installations.
- Maintain Salesforce records to ensure accurate management reporting for transparency.
- Execute proactive customer communications to retain revenue streams.
- Assist techs with trouble shooting procedures and communicate with corporate clients to mitigate service outages.
Account Manager
Net Enterprise
07.2001 - 02.2002
- Sell IT hardware and services (Dell/HP, Cisco, Web hosting, IP services, licenses); manage client accounts and relationships.
- Build Data Center solutions for ISP and other customers that want to store hardware in Net Enterprise racks.
- Meet with customers and Cisco or MS Engineers to propose Engineering services.
Commercial Account Consultant Team Lead
Sprint Hawaii
08.1994 - 08.2000
- Primary contact for 300+ commercial customers; renew contracts, handle trouble tickets, quality check installation of various services and coordinate service modifications.
- Implement procedures to shift selling from price-based to value-added, relationship-based selling; support cross-functional sales teams.
- Hold meetings with sales team and clients to bring solutions to clients bottom line and inefficiencies.
Education
Bachelor of Science - Business Administration
University of Nevada, Las Vegas
08.1991 - 01/1994
Kamehameha Schools -
Kamehameha Schools
Honolulu, HI 08.1981 - 05.1985
Skills
- Proactive
- Solution Orientated
- Strategic Value Creation
- Synergetic business engagement
- Cultural sensitivity
- Beneficiaries needs focused
- Needs Analysis
- Retirement Planning
- Relationship Management
- Strategic Forecasting
- Salesforce CRM
- Microsoft Office Suite
- Chamber of Commerce Engagement
- Professional Group Engagement
- Excellent Communication
- Problem-Solving
- Training
- Mentoring
- Budget management
- Cost savings implementation
- Financial reporting
- Contract management
References
Available upon request
Timeline
Housing Specialist IV - Land Development Division
State of Hawaii, Department of Hawaiian Home Lands
03.2024 - Current
Life Insurance & Annuity Specialist
AAA
12.2017 - 03.2024
Life Insurance Specialist
AAA - Hawai'i
02.2013 - 12.2017
Financial Planner
New York Life
02.2008 - 02.2013
Account Manager
ALTRES Inc.
06.2006 - 11.2007
Director of Sales
Access Technology
08.2005 - 03.2006
Lead Account Development Representative
Pacific Lightnet
02.2002 - 08.2005
Account Manager
Net Enterprise
07.2001 - 02.2002
Commercial Account Consultant Team Lead
Sprint Hawaii
08.1994 - 08.2000
Bachelor of Science - Business Administration
University of Nevada, Las Vegas
08.1991 - 01/1994
Kamehameha Schools -
Kamehameha Schools
08.1981 - 05.1985