STACEY VELDHEER
Holland,US
Summary
Driven Licensed Insurance agent offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Results-driven sales agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level sales position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Bartender/Server
Tap Room
07.2012 - Current
- Maintained high service standards by keeping meticulous records of alcohol and mixer inventories and completing orders on time
- Was frequently complimented by customers for going above and beyond my normal responsibilities
- Offer refills on beer, cocktails, and non alcoholic beverages
- Double-checked guest's identification before serving alcoholic beverages
- Demonstrated genuine hospitality while greeting and establishing rapport with guests
- Planned ahead of time for large parties and reservations, anticipating the need for planning and staffing
- Maintained customer satisfaction with timely table check-ins to assess drink or other needs
- Printed dining checks with the total due, collected payment, and offered receipts to complete transactions
- Exuded enthusiasm and promoted friendly service to customers, resulting in an increase in walk-in business
- Answered phones and completed financial transactions for other team members
- Wiped tables, placed trash in receptacles, and restocked napkin dispensers in the outdoor eating area and indoor dining room
- Double-checked multiple daily ID's to ensure that patrons were of legal drinking age and that MI liquor laws were followed
- Followed proper cleaning, sanitizing, and food handling procedures to maintain optimal protections for customers
- Performed opening, closing, and shift change duties with precision to keep the restaurant running smoothly and ready to meet all customer needs
- Cashed out customers using cash registers and credit card machines, handling up to $400.00 in cash per event
- Assisted with cashiering and Point of Sale (POS) system procedures during busy hours.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Bussed and reset tables to keep dining room and work areas clean.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Kept register accurate through correct billing, payment processing and cash management practices.
- Used slow periods to restock supplies, ice, trays and delivery bags.
- Replenished food items, paper products and canned goods to keep pantry well-stocked during busy periods.
- Checked identification for minimum age for sale of alcoholic beverages.
- Increased sales significantly by upselling higher-end products to customers.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
- Answered customers' questions, recommended items and recorded order information.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Quickly and clearly communicated dining orders to kitchen staff, directing attention to special requests or dietary restrictions.
- Inspected dishes and utensils for cleanliness.
- Printed dining checks with total due, collected payment and offered receipts to complete transactions.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
- Asked customers for feedback, solved problems, provided additional items throughout meal.
- Mixed both standard and specialized drink orders using liquor, bitters, sugars and fruits.
Licensed Insurance Agent
State Farm
12.2022 - 01.2023
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Quoted and calculated premium rates for policies, using NECHO, ECRM and calculator.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Established payment methods for clients to facilitate customer payments and issue receipts.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Identified and solicited sales prospects in agency databases.
Pharmacy Technician
Holland Hospital
11.1999 - 09.2003
- Kept track of the ordering of pharmacy medication stock in order to keep inventory streamlined and costs low
- Dispensed medications to patients according to the pharmacist's orders
- Ordered medicines on a daily basis to ensure that demands and needs were met
- Stocked, labeled, and inventoried medication to keep accurate records
- Maintained proper drug storage procedures, registries, and records for controlled drugs
- Patients or caregivers received instructions from me
- I'm sorting completed prescriptions into pace facilities and getting them ready for delivery
- Located and measured medications based on prescription information, making adjustments as pharmacists and providers instructed
- Coordinated the verification and filling of more than average daily prescriptions in a high-volume hospital pharmacy environment
- Assisted the pharmacist with prescription labeling and filling
- Performed wide range of pharmacy operations with strong commitment to accuracy, efficiency and service quality
- Counted, measured and compounded medications following standard procedures
- Replenished the automated medication dispensing system
- Helped with inventory management, placing and expediting orders, and removing expired drugs.
Bank Teller
Old Kent Bank Building
05.1997 - 10.1999
- Completed highly accurate, high-volume money counts using both manual and machine-driven methods
- Logged cashier's checks and other transactions to keep account records accurate
- Maintained strict financial controls by keeping funds secure and transferring funds accurately
- Greeted customers with enthusiasm and provided dedicated service throughout the transaction, increasing bank satisfaction ratings by 100% in 1 minute
- Was able to provide customer records on demand, such as account statements and check copies
- Assisted customers with opening or closing accounts, filling out loan applications, and enrolling in new services
- Checked amount details and fraud markers for transaction papers such as checks and money orders
- Followed all procedures involving financial and customer information to avoid possible data breaches and misuse
- Completed special procedures such as ordering new checks, stopping payments, and investigating identity theft for customers
- Was in charge of counting and packaging currency and coins
- Remained poised and professional even in high-stress situations and when dealing with irate individuals.
Nursing
Home School
- 01.1999
- Some college (No degree
Education
Property And Casualty State License - Insurance
12.2022
Skills
- To-Go Order Preparation
- Dish Preparation
- Price Memorization
- Wine Pairings
- Suggestive Selling
- Food Sales and Promotion
- Check Payment Processing
- Order Accuracy
- High-Volume Dining
- Cash Handling
- Menu Memorization
- Stocking and Replenishing
Certification
- Kaplan Financial Education
- Licensed -Property and Casualty Insurance Producer
I plan to continue obtaining other State Insurance license in the near future
I plan on working towards my Health and Life Insurance License and obtaining it by June of 2023 and moving on with other licenses opportunities. I would like to be licensed in all aspects of insurance and be a valuable asset and obtain substantial knowledge to the insurance industry.
Timeline
Licensed Insurance Agent - State Farm
12.2022 - 01.2023
Bartender/Server - Tap Room
07.2012 - Current
Pharmacy Technician - Holland Hospital
11.1999 - 09.2003
Bank Teller - Old Kent Bank Building
05.1997 - 10.1999
Nursing - Home School
- 01.1999
Kaplan Financial Education - Property And Casualty State License, Insurance
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