Stephanie Yousif
West Bloomfield
Summary
Accomplished Auditor and Insurance Agent at LA Insurance, adept in audit planning and client relations, streamlined audit processes for enhanced efficiency, and expanded client base through exceptional customer service. Mastered compliance standards and policy renewals, significantly improving operational workflows and customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills.
Overview
9
9
years of professional experience
Work History
Auditor
LA Insurance
05.2021 - Current
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
- Planned and executed follow-up audits at appropriate intervals.
- Followed established auditing processes to meet internal and regulatory requirements.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Communicated with auditee staff to obtain necessary information for audits.
Insurance Agent
LA Insurance
12.2015 - 05.2021
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
GED -
Canton High
Canton, MI12.2006
Skills
- Audit reporting
- Audit Planning
- Compliance standards
- Annual reports
- Continuing education
- Microsoft Office
- Clear Communication
- Audit Support
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Client Relations
- Auto insurance
- Policy writing
- Policy Renewals
- Property insurance
- Property and Casualty Insurance
Timeline
Auditor
LA Insurance
05.2021 - Current
Insurance Agent
LA Insurance
12.2015 - 05.2021
GED -
Canton High
Similar Profiles
ADELIA D RODRIGUEZADELIA D RODRIGUEZ
Licensed Insurance Agent at LA INSURANCELicensed Insurance Agent at LA INSURANCE
Sylvia GuerraSylvia Guerra
Agent at LA InsuranceAgent at LA Insurance
Kayla GalvezKayla Galvez
Insurance Agent at LA InsuranceInsurance Agent at LA Insurance