Summary
Overview
Work History
Education
Skills
Timeline
Generic

Timothy "TJ" Francis

Forest City,NC

Summary

Detail-oriented Examiner with 15 years of experience. Strong command of conflict resolution and negotiation combined with excellent reporting and research skills. Thorough understanding of claims process and Insurance.

Overview

12
12
years of professional experience

Work History

Finance Director

Rutherford Life Services
01.2020 - Current
  • Set clear departmental objectives and developed effective strategies to achieve targeted goals.
  • Generated financial and operational reports to assist management with business strategy.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Assisted with recruiting, interviewing and hiring new department employees.
  • Verified compliance of financial policies and accounting procedures against federal regulations.

Recruiting Sales Manager

WoodmenLife
09.2011 - 01.2020
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Met with clients, delivering presentations, and educating on product and service features and offerings.
  • Established and cultivated solid business relationships with new or existing customers.
  • Recruited and hired top-level talent to add value and expertise to sales department.

Education

Bachelor of Science - Business

Gardner-Webb University
Boiling Springs, NC

Skills

  • Regulatory Compliance
  • Build Customer Relationships
  • General Ledger Accounting
  • Asset Control
  • Risk Assessment and Classification
  • Business Intelligence Gathering
  • Quarterly Reviews
  • Business Activity Tracking
  • Financial Leadership
  • Business Case Development

Timeline

Finance Director

Rutherford Life Services
01.2020 - Current

Recruiting Sales Manager

WoodmenLife
09.2011 - 01.2020

Bachelor of Science - Business

Gardner-Webb University
Timothy "TJ" Francis