Terri Miller
Bloomington,IL
Summary
Financial services professional with 17 years of agent facing experience. Seeking an opportunity that combines my passion and knowledge for financial services while helping others plan and protect who and what is important.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Marketing Business Manager, Operations
State Farm
Bloomington, IL
09.2019 - Current
- Leading and coordinating services for Agency and Marketing departments, including streamlining work, reducing waste, mapping processes, managing repository of departmental information.
- Developing, infusing, and administering automated tools and technology to improve or remove manual, redundant processes
- Influencing, analyzing, course correcting and reallocating budgets within partnerships as Engagement Manager for Gartner, Association of National Advertisers (ANA), and AdAge
- Leading Marketing’s Quarterly Planning (budget excluded)
- Coaching, developing, and performance managing analysts and support level employees
Marketing Manager, Creative Development
State Farm
Bloomington, IL
05.2012 - 09.2019
- Led creative development teams focused on Life, Health, Mutual Funds, Property &Casualty materials, including sales materials, direct mail, e-mail, and social media content
- Built processes with Life/Health product lines to ensure compliance with marketing regulations
- Coached, developed and performance managed team members
- Taught and influenced leaders and teams throughout implementation and adoption of Agile methodology
Agency Manager, Sales Integration
State Farm
Bloomington, IL
02.2010 - 05.2012
- Led Life/Health teams; worked with product lines to roll out new State Farm and alliance products
- Developed agent training, reference materials, partnered with Marketing for direct mail and sales material development
- Engagement Manager for The American College. Assisted in development of the first Women in Financial Services Symposium and the Center for Women in Financial Services
Agency Manager, Internal Sales Support
State Farm
Bloomington, IL
04.2006 - 02.2010
- Led Investment and Insurance teams; worked cross-functionally to support department goals
- Coached and developed consultants to excel in agent/customer conversations
- Developed and implemented Training and Coaching Team for department
Agency Consultant, Internal Sales Support
State Farm
Bloomington, Illinois
01.2001 - 04.2006
- Supported and educated agents on financial services products
- Fielded inbound calls from agents, field leadership and answered questions during virtual, point of sale conversations with customers
Education
Bachelor's of Business - Finance
Western Illinois University
Macomb, ILChartered Financial Consultant (ChFC) -
The American College
King Of Prussia, PAChartered Life Underwriter (CLU) -
The American College
King Of Prussia, PAChartered Advisor in Senior Living (CASL) -
The American College
King Of Prussia, PASkills
- Leadership
- Model & Drive Collaboration
- Take Action to Achieve Results
- Lead From Customer Perspective
- Process Development & Improvement
- Project Management
- Critical Thinking
- Problem Solving
- Staff Management, Training & Motivation
- Vendor Engagement
Certification
- Series 6, 26 & 63 Securities Licensed (U-5 9/21)
Timeline
Marketing Business Manager, Operations
State Farm
09.2019 - Current
Marketing Manager, Creative Development
State Farm
05.2012 - 09.2019
Agency Manager, Sales Integration
State Farm
02.2010 - 05.2012
Agency Manager, Internal Sales Support
State Farm
04.2006 - 02.2010
Agency Consultant, Internal Sales Support
State Farm
01.2001 - 04.2006
Bachelor's of Business - Finance
Western Illinois University
Chartered Financial Consultant (ChFC) -
The American College
Chartered Life Underwriter (CLU) -
The American College
Chartered Advisor in Senior Living (CASL) -
The American College
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