Valerie Garfield
Shoreline,WA
Summary
Progressive, intelligent and analytical with top-notch business acumen and strategic planning skills. Skilled in the business field, market trends and customer preferences. Instrumental in helping agencies remain responsive and proactive in dynamic conditions.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Agency Business Consultant
Weston Philpot - Farmers Insurance
Mountlake Terrace, WA
04.2019 - Current
- Actively provided guidance and training to agents and staff, resulting in improved job performance.
- Led interactive workshops for agents and staff, equipping them with in-depth product knowledge and facilitating seamless implementation of new systems, products, initiatives, etc.
- Created concise and informative reports summarizing results of analyses performed during consulting assignments.
- Successfully implemented marketing campaigns that resulted in enhanced sales and raised community awareness for agencies.
- Prepared and presented reports to executive teams and to agencies, highlighting key findings and recommendations.
- Ensured efficient functioning of the District Office while supervising a team consisting of 29+ Agents and their staff.
- Interpreted and provided actionable insights on company performance metrics to agencies.
- Identified and implemented strategies to re-establish long term plans and achieve objectives.
- Designed and implemented progress monitoring systems.
- Implemented effective training and development initiatives to boost team performance.
- Assisted agencies in navigating through regulatory compliance and corporate governance challenges.
- Managed project timelines, budgets, and resources to achieve successful completion of corporate initiatives.
- Identified target customers and developed forward-thinking sales and marketing plans to promote agency and District growth.
- Streamlined operational efficiencies by delivering recommendations for knowledge-base processes and procedures.
- Advised on mergers and acquisitions, including due diligence and integration strategies, completion of contracts and acquisition requirements.
- Liaised with senior officers to ensure ongoing quality assurance program integrity.
- Facilitated meetings with agencies and staff, at times with corporate employees, to align on business objectives and strategies.
- Assisted in talent acquisition and organizational design to build high-performing teams.
Agency Business Consultant
Farmers Insurance
Lynnwood, WA
11.2018 - 04.2019
Agency Business Consultant
Robert O Archer - Farmers Insurance
Lynnwood, WA
01.2006 - 11.2018
Education
Ophthalmic Assistant Certificate - Ophthalmic Assistance
American Institute of Medical Technology
Provo04-1997
Some College (No Degree) - Photography & Design
Utah Valley State University
Orem, UTSkills
- Staff Mentoring
- Business Analysis
- Customer Service Management
- Planning and execution
- Business Planning
- Training and mentoring
- System optimization
- Vendor Collaboration
- Presentation Skills
- Training proficiency
Certification
- Property, Casualty, Life, & Health Insurance Licensed in WA State
Accomplishments
- Earned bonuses for hiring and training agents, as well as agent success
- Earned achievement club status for coaching and supporting agencies to success, earning 5 achievement club trips
- 1 of 13 selected out of 225 applicants to receive an award and spend a week in New York City with professional artists, designers, and work with a photographer - based on my writing and review of several art pieces
Timeline
Agency Business Consultant
Weston Philpot - Farmers Insurance
04.2019 - Current
Agency Business Consultant
Farmers Insurance
11.2018 - 04.2019
Agency Business Consultant
Robert O Archer - Farmers Insurance
01.2006 - 11.2018
Ophthalmic Assistant Certificate - Ophthalmic Assistance
American Institute of Medical Technology
Some College (No Degree) - Photography & Design
Utah Valley State University
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