Stacey Montgomery
Cedar Rapids,IA
Summary
A challenging position that will allow growth opportunities, utilizing extensive management human resources and problem-solving skills.
An experienced office manager and human resources generalist with proven skills in office management, recruiting, interviewing, employee selection, employee relations, and employee retention with an extensive background in sales, customer service, and education. Detail-oriented Insurance Sales Agent aiming to leverage 11 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.
Overview
30
30
years of professional experience
Work History
Medicare/Medicaid Licensed Sales Agent
EasyMed Insurance Services
02.2024 - Current
- Developed a referral network of satisfied clients, leading to increased business growth through word-of-mouth recommendations.
- Negotiated favorable terms for clients during policy renewals, ensuring optimal pricing without compromising coverage levels.
- Leveraged analytical skills to evaluate prospective clients'' risk profiles and match them with suitable insurance policies accordingly.
- Implemented effective sales strategies that resulted in increased market share within territory assigned.
- Improved client retention rates with thorough follow-ups and proactive communication regarding policy updates or changes.
- Increased client satisfaction by providing personalized insurance recommendations based on individual needs.
- Contributed to team success by consistently meeting and surpassing sales targets set by management.
- Assisted clients in navigating the claims process, acting as an advocate to expedite resolutions and alleviate stress.
- Retained existing customers by addressing concerns promptly and offering customized solutions for their changing needs.
- Enhanced company reputation through exceptional customer service and building strong relationships with clients.
- Boosted sales revenue by accurately identifying cross-selling opportunities during client interactions.
- Maintained up-to-date knowledge of industry trends, products, and regulations to provide accurate advice to clients.
- Expanded client base through targeted marketing efforts and participation in community events.
Fiend Underwriter/Broker Licensed Insurance Agent 1099 Position
1099 Position
01.2024 - Current
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Made approval and denial recommendations by determining accurate risk levels.
- Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
- Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwritings.
- Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
- Examined credit reports, financial statements and tax returns to determine repayment capability.
- Supported review, acceptance, or denial of new or renewal business after carefully reviewing all information.
Location Office Manager
Farrell’s EXtreme Bodyshaping
01.2013 - 02.2024
- Managing member's questions and concerns
- Point of contact for training and paperwork for instructors
- Managing new and existing member accounts and memberships
- Obtain and qualify sales leads via walk-ins, telephone inquiries, and other approved company methods
- Participate in all assigned management activities, including conference calls, meetings, and developmental activities
- Handle challenging customer issues with patience, tact, and professionalism
- Employee Relations: Introduced proactive employee relations and communications programs to resolve previous management issues and retention
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls in person or through email correspondence.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Paraprofessional, College Community School District
01.2006 - 01.2013
- One-on-one support in reading and math for students in the sixth grade
- Classroom support and supervision; Provide testing to check students' skill levels
Professional Scoring Supervisor (Part-time evenings), NCS Performance Scoring Center
01.2002 - 01.2006
- Score students written responses
- Point of contact for questions and concerns of team members
- Monitor scoring reliability of team members through back-reading and daily reports
- Train team members accordingly for scoring projects
Driver Recruiter, CRST Van Expedited
Cedar Rapids, IA
01.1999 - 01.2001
- Review applications of potential hires and qualify or disqualify them according to company hiring standards
- Extend offers of employment to qualified applicants and act as a point of contact throughout the hiring process
- Address questions and concerns regarding payroll and benefits
- Developed a weekly lead base to attract new drivers through newspaper ads, mass mail-outs, and seminars and by responding to Internet leads through cold calling of prospective hires
- Train new recruiters on company policies and procedures
- Solely manage the office on the weekends handling several tasks at once
Patient Service Representative, Integra Health
Cedar Rapids, IA
01.1998 - 01.1999
- Responsible for registering patients upon their arrival
- Monitor patient accounts for accuracy; perform necessary updates to billing and insurance information
- Address patient concerns quickly and efficiently
- Answer incoming calls and respond to questions and concerns
- Collect and post payments to patient accounts
Customer Service Representative, MCI Communications
Cedar Rapids, IA
01.1995 - 01.1998
- Assisting MCI customers with billing questions, changes in account procedures, and monitoring residential and commercial long-distance accounts
- Train new employees on customer service etiquette; act as a point of contact for training questions
- Establish new customer accounts through the sale of MCI long-distance, cellular, and pager programs
- Provide performance evaluations on new MCI customer service employees
Education
Master of Arts - History
American Public University
10.2024
Bachelor of Arts - History
The University of Iowa
Iowa City, IA01.1994
Skills
- Microsoft Word
- Excel
- PowerPoint
- Marketing Skills
- Customer Relationship Management (CRM)
- Mobile Marketing
- Lead Nurturing
- Social Media Advertising
- Email Marketing Skills
- Human Resources
- Communication
- Collaboration
- ROI knowledge
- Payroll and Benefits
- Knowledge of state and federal HR laws
- MS Office
- ATS knowledge
- Goal-Oriented
- Sales Strategies
- Effective negotiation
- Client acquisition
Timeline
Medicare/Medicaid Licensed Sales Agent
EasyMed Insurance Services
02.2024 - Current
Fiend Underwriter/Broker Licensed Insurance Agent 1099 Position
1099 Position
01.2024 - Current
Location Office Manager
Farrell’s EXtreme Bodyshaping
01.2013 - 02.2024
Paraprofessional, College Community School District
01.2006 - 01.2013
Professional Scoring Supervisor (Part-time evenings), NCS Performance Scoring Center
01.2002 - 01.2006
Driver Recruiter, CRST Van Expedited
Cedar Rapids, IA
01.1999 - 01.2001
Patient Service Representative, Integra Health
Cedar Rapids, IA
01.1998 - 01.1999
Customer Service Representative, MCI Communications
Cedar Rapids, IA
01.1995 - 01.1998
Master of Arts - History
American Public University
Bachelor of Arts - History
The University of Iowa
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