Tracy Hetteberg
Friendswood
Summary
Licensed insurance agent with expertise in team management and operational excellence. Successfully supervised daily operations and trained new staff, driving workflow improvements that increased productivity and customer satisfaction across service offerings.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Supervisor
ConnexionPoint
Salt Lake City
08.2021 - Current
- Directed and supervised team of 15+ employees in daily operations.
- Supervised daily operations to enhance team efficiency and ensure adherence to protocols.
- Trained new staff on company policies and operational procedures for effective performance.
- Monitored employee productivity to deliver constructive feedback and support development.
- Conducted regular team meetings to share updates and foster collaboration.
- Implemented workflow improvements to streamline processes and reduce delays.
Insurance Sales Agent
KEMPER LIFE
Alexandria
09.2019 - 08.2021
- Achieved highest growth in district for previous year.
Received multiple awards for outstanding achievements. - Managed payment collections efficiently from customers at the office.
- Maintained client accounts by updating records and ensuring accuracy.
- Managed payment collections to facilitate client settlements.
- Submitted claims for customers to ensure prompt processing and resolution.
- submitted claims for customers to facilitate prompt processing and resolution.
Branch Manager
USAgencies
Alexandria
07.2015 - 09.2019
- Supervised daily operations to ensure efficient branch functionality.
- Managed staff scheduling and performance evaluations for team development.
- Maintained compliance with company policies and regulatory requirements consistently.
- Analyzed sales data to pinpoint growth opportunities, informing strategic initiatives for local market expansion.
- Executed advertising campaigns to increase brand visibility and drive customer engagement.
- Developed promotional materials to effectively communicate product offerings and attract potential customers.
- Designed branding initiatives
Education
High School Diploma -
Winfield High
Winfield, MO06-1987
Skills
- Team leadership
- Performance management
- Employee training
- Regulatory compliance
- Sales strategies
- Excel data analysis
- MS Office applications
- Client support
Languages
English
Certification
Health, Life, and Accident License - Residential License in TX
Timeline
Supervisor
ConnexionPoint
08.2021 - Current
Insurance Sales Agent
KEMPER LIFE
09.2019 - 08.2021
Branch Manager
USAgencies
07.2015 - 09.2019
High School Diploma -
Winfield High