Wendy Schultz
North Liberty
Summary
Dynamic team leader with proven sales expertise at Jim Humphreys State Farm, adept at coaching and mentoring staff to exceed performance goals. Skilled in relationship building and problem solving, I drive team success through strategic planning and effective communication, ensuring optimal resource allocation and enhanced customer satisfaction.
Overview
29
29
years of professional experience
Work History
TEAM LEAD
Jim Humphreys State Farm
08.2021 - Current
- Accomplishes team objectives by managing staff
- Plans and evaluates team performance goals
- Maintains staff by recruiting, onboarding, training, and assessing team
- Ensure that our team is on track to meet performance goals and makes adjustments based on performance data as needed
- Motivates direct reports by providing positive feedback and skills development
- Establishes strategic goals by gathering pertinent business, financial, service, and operations information
- Defines objectives, identifies and evaluates trends and options, chooses courses of action, and evaluates outcomes
- Prepares reports for senior level management to help track their team's progress
- Ensures that my team has the resources they need to complete their work in an optimal manner
- Proficient in selling insurance policies over the phone and in person
- Consistently developing relationships with customers to improve sales
- Provided training for new employees
- Probing to discover needs of clients
- Selling all lines; auto, home, health, life and bank products
- Asking for referrals
- Prospecting for new clients by cold-calling to offer products or schedule appointments.
INSURANCE ACCOUNT REPRESENTATIVE
Neva Evans State Farm
10.2016 - 08.2021
- Proficient in selling insurance policies over the phone and in person
- Consistently developing relationships with customers to improve sales
- Provided training for new employees
- Probing to discover needs of clients
- Selling all lines; auto, home, health, life and bank products
- Asking for referrals
- Prospecting for new clients by cold-calling to offer products or schedule appointments.
LIFE INSURANCE AGENT
New York Life
05.2016 - 09.2016
- Connect with individuals and their families by getting to know their values and the important people, activities, and milestones in their lives in order to truly understand their financial concerns and needs
- Safeguard people's lives, livelihoods, and loved ones by offering the insurance and financial strategies that are right for them.
INSURANCE ACCOUNT REPRESENTATIVE
Jim Humphreys State Farm
10.2013 - 05.2016
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
- Work with the agent to establish and meet marketing goals.
INSURANCE ACCOUNT REPRESENTATIVE
Paul Hudson State Farm
10.2012 - 10.2013
- Provide prompt, accurate, and friendly customer service
- Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
ASSISTANT STORE MANAGER
Maurices
Decorah
06.2011 - 02.2013
- The responsibilities of being an Assistant Store Manager are to oversee businesses and transactions that happen in the store on a day-to-day basis
- Manages sales teams to motivate and improve their productivity
- Train new associates to become a skilled and developed staff
- Training new associates and guiding associates to become a great sales staff
- Write special orders and resolve customer problems
- Check in inventory, inventory merchandise, cash handling and writing schedules were also part of my job duties.
SEASONAL ANALYST
Menards, Inc.
Eau Claire
05.2011 - 06.2011
- Communicate with vendors regarding order availability, future inventory and special orders
- Interact with retail buyers to follow-up on shipping statuses and expedite orders.
INVENTORY ANALYST
Menards, Inc.
Eau Claire
11.2008 - 05.2011
- Generated inventory reports with data from a variety of sources
- Trained Team Members on resources available to maintain inventory accuracy.
FRONT END ADVISOR
Menards, Inc.
Eau Claire
12.2004 - 11.2008
- Answered questions regarding store day-to-day procedures over the phone, while maintaining knowledge of current sales and store promotions
- Maintain up-to-date knowledge of store policies regarding returns and exchanges.
FRONT END MANAGER
Menards, Inc.
Ottumwa
02.2004 - 12.2004
- Front End Manager at Menards in Ottumwa, IA.
FRONT END MANAGER
Menards, Inc.
Iowa City
03.2003 - 02.2004
- Front End Manager at Menards in Iowa City, IA.
FRONT END MANAGER
Menards, Inc.
Marion
09.2002 - 03.2003
- Front End Manager at Menards in Marion, IA.
HEAD CASHIER
Menards, Inc.
Chicago
02.2002 - 09.2002
- Head Cashier at Menards in Chicago, IL.
CUSTOMER SERVICE
Menards, Inc.
Cedar Rapids
08.1996 - 02.2002
- Paid invoices and helped with accurate inventory by following up on receiving merchandise
- Handled high volume sales with cash, credit and gift card transactions
- Greeted customers upon entrance.
Education
Life And Health Insurance License -
American Professor
02-2013
Property and Casualty Insurance License -
American Professor
12-2012
Diploma -
Postville High School
Postville, IA06.1994
Skills
- Positive Attitude
- Team Leadership
- Coaching
- New hire training
- Sales expertise
- Problem solving
- Manager support
- Team Management
- Mentoring
- Communication skills
- Upselling strategies
- Relationship Building
- Collaboration
Accomplishments
- I traveled the Midwest to retail stores training, spreading positivity and encouraging advancement opportunities, which included giving speeches in front of up to 200 team members.
- I was named #1 sales person for Maurices in the district (around 300 stores) from June 2012-June 2013.
Timeline
TEAM LEAD
Jim Humphreys State Farm
08.2021 - Current
INSURANCE ACCOUNT REPRESENTATIVE
Neva Evans State Farm
10.2016 - 08.2021
LIFE INSURANCE AGENT
New York Life
05.2016 - 09.2016
INSURANCE ACCOUNT REPRESENTATIVE
Jim Humphreys State Farm
10.2013 - 05.2016
INSURANCE ACCOUNT REPRESENTATIVE
Paul Hudson State Farm
10.2012 - 10.2013
ASSISTANT STORE MANAGER
Maurices
06.2011 - 02.2013
SEASONAL ANALYST
Menards, Inc.
05.2011 - 06.2011
INVENTORY ANALYST
Menards, Inc.
11.2008 - 05.2011
FRONT END ADVISOR
Menards, Inc.
12.2004 - 11.2008
FRONT END MANAGER
Menards, Inc.
02.2004 - 12.2004
FRONT END MANAGER
Menards, Inc.
03.2003 - 02.2004
FRONT END MANAGER
Menards, Inc.
09.2002 - 03.2003
HEAD CASHIER
Menards, Inc.
02.2002 - 09.2002
CUSTOMER SERVICE
Menards, Inc.
08.1996 - 02.2002
Life And Health Insurance License -
American Professor
Property and Casualty Insurance License -
American Professor
Diploma -
Postville High School
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