Sherri Soles
ATLANTA,GA
Summary
Dynamic Life Insurance Agent with Lincoln Heritage Life Insurance, adept at developing tailored insurance plans and ensuring compliance. Recognized for exceptional client service and effective communication, consistently exceeding performance metrics. Proven ability to assess risks and recommend coverage, enhancing client satisfaction and loyalty through personalized support and strategic policy management.
Diligent Caregiver focused on providing optimal support to clients through personalized assistance and care required to manage diverse medical conditions. Proficient in organizing medications, doctor appointments and personal activities. Caring, organized, and friendly with excellent interpersonal skills.
Overview
11
11
years of professional experience
Work History
Life Insurance Agent
Lincoln Heritage Life Insurance
03.2025 - Current
- Developed personalized insurance plans to meet client needs and financial goals.
- Conducted thorough policy reviews to ensure compliance with industry regulations.
- Collaborated with clients to assess risks and recommend appropriate coverage options.
- Utilized CRM software for client management and follow-up communications.
Customer Service Representative
Whirlpool Call Center
03.2017 - 01.2025
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
- Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
Customer Service Representative
Sitel Corporation
09.2016 - 02.2017
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Utilized CRM software to track customer interactions and ensure accurate record-keeping.
- Assisted in training new team members on company policies and customer service protocols.
- Collaborated with cross-functional teams to enhance service delivery and improve customer satisfaction.
- Documented customer feedback and suggested improvements for continuous process enhancement.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Family Caregiver
Mothercare
02.2014 - 09.2016
- Assisted with daily living activities, ensuring a safe and supportive environment.
- Coordinated medical appointments and managed healthcare schedules efficiently.
- Developed personalized care plans in collaboration with healthcare professionals.
- Monitored and documented changes in health status to communicate with medical staff.
- Managed household tasks, maintaining cleanliness and organization for comfort.
- Increased independence for patients with mobility limitations by providing appropriate assistive devices and home modifications.
Vacation and Sunday Bible School Teacher
Little Leaf Baptist Church
02.2014 - 09.2016
- Developed engaging lesson plans to enhance students' understanding of biblical concepts.
- Facilitated interactive discussions encouraging critical thinking and personal reflection among students.
- Organized church events promoting community involvement and spiritual growth for attendees.
- Evaluated student progress through assessments, providing constructive feedback for improvement.
Volunteer-Church Assistant
Little Leaf Baptist Church
02.2014 - 09.2016
- Assisted in planning and coordinating church events, ensuring smooth execution and participant satisfaction.
- Managed church communications through newsletters and social media, enhancing community engagement and information dissemination.
- Supported lead pastor with administrative tasks, improving workflow efficiency within the church office.
- Organized volunteer schedules for various ministries, fostering teamwork and commitment among members.
Education
Certificate of Technical Studies - Medical Office Information Technology
Tennessee School of Applied Technology
Knoxville, TN06-2015
Bachelor of Science - Business Management
Bristol University
Knoxville, Tn06-1994
High School Diploma -
Clinton Senior High School
Clinton, Tn05-1983
Skills
- Client service
- Policy management
- Elderly care
- Dependable and responsible
- Daily living assistance
- Multitasking and organization
- Personal hygiene assistance
- Basic housekeeping
- Emotional support
- Housekeeping
Timeline
Life Insurance Agent
Lincoln Heritage Life Insurance
03.2025 - Current
Customer Service Representative
Whirlpool Call Center
03.2017 - 01.2025
Customer Service Representative
Sitel Corporation
09.2016 - 02.2017
Family Caregiver
Mothercare
02.2014 - 09.2016
Vacation and Sunday Bible School Teacher
Little Leaf Baptist Church
02.2014 - 09.2016
Volunteer-Church Assistant
Little Leaf Baptist Church
02.2014 - 09.2016
Certificate of Technical Studies - Medical Office Information Technology
Tennessee School of Applied Technology
Bachelor of Science - Business Management
Bristol University
High School Diploma -
Clinton Senior High School
Similar Profiles
John PerezJohn Perez
Insurance Agent at Lincoln Heritage Life InsuranceInsurance Agent at Lincoln Heritage Life Insurance
Latonya CurryLatonya Curry
Insurance Sales Agent at Lincoln Heritage Life InsuranceInsurance Sales Agent at Lincoln Heritage Life Insurance
Maria G CarriónMaria G Carrión
Independent Insurance Agent at Lincoln Heritage Life InsuranceIndependent Insurance Agent at Lincoln Heritage Life Insurance
Nicole WrightNicole Wright
LPN at Wellstar RheumatologyLPN at Wellstar Rheumatology
Kayla SearsonKayla Searson
Patient Access Specialist II (Temp) at Ellsworth Healthcare Staffing AgencyPatient Access Specialist II (Temp) at Ellsworth Healthcare Staffing Agency