Summary
Overview
Work History
Education
Skills
Additional Information
Licenses
Timeline
Generic

Wendy S. Petty

Orland,IN

Summary

Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, Adaptable and driven with strong work ethic and ability to thrive in team-based or individually settings and sales.

Overview

27
27
years of professional experience

Work History

Insurance Sales Agent

SelectQuote Senior
Overland Park, KS
09.2021 - 03.2022
  • Talked to multiple clients daily and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold ancillary products and Aflac insurance

Life Insurance Agent

Symmetry Financial Group
Swannanoa, NC
02.2021 - 05.2021
  • Maintained high standards of customer service by building relationships with clients.
  • Provided coverage option information to assist clients in protecting assets.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Property and Casualty Insurance Agent

Ernsberger Insurance Agency
Orland, IN
01.2020 - 07.2020
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Admissions Coordinator

HOWE MILITARY ACADEMY
Howe, IN
02.2018 - 04.2019
  • Contacted prospective families and established working relationship with parents and other offices
  • Logged notes regarding family contacts
  • Scheduled campus tours and organized open houses.

Recruiter

PEOPLELINK STAFFING SOLUTIONS
Ligonier, IN
11.2017 - 02.2018
  • Interviewed applicants regarding their job preferences and skills and communicated with human resource managers daily
  • Monitored employees' work performances and taught safety in the work place orientations
  • Researched background checks on every applicant and administered drug screens
  • Evaluated strengths and weaknesses of candidates through effective screening processes.

Local Office Director

INDIANA DEPARTMENT OF CHILD SERVICES
Lagrange, IN
09.2009 - 05.2017
  • Interviewed and hired new employees
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Resolved any community complaints Traveled out of state to monitor children's placement and progress
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.

Supervisor

INDIANA DEPARTMENT OF CHILD SERVICES
Lagrange, IN
09.2006 - 09.2009
  • Attended court hearings
  • Supervised case managers and monitored child abuse and neglect reports and on-going case management
  • On-call for emergencies
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Evaluated employee performance and coached and trained to improve weak areas.

Family Case Coordinator

INDIANA DEPARTMENT OF FAMILY RESOURCES
, IN
04.2003 - 09.2006
  • Wrote case plans for employees to obtain employment
  • Monitored over 150 food stamp, medicaid and TANF cases
  • Performed budgets for each family Data Entry.

Family Case Manager

INDIANA DEPARTMENT OF CHILD SERVICES
, IN
09.1993 - 09.2003
  • Investigated child abuse and neglect victims and perpetrators
  • Provided case coordination and communicated with all parties regularly
  • Wrote court, progress, and investigative reports
  • Testified in court hearings and on-call for emergencies

Education

BACHELOR OF SCIENCE - English Education

Tri-State University (Trine University)
Angola, IN
1990

Skills

    Interviewing

    Case Management

    Recruiting

    Cold Calling

    Human Resources

    CRM Software

Additional Information

  • Authorized to work in the US for any employer

Licenses


Indiana Licensed Real Estate Broker -June 2012-June 2023

Indiana Licensed Property and Casualty Insurance Agent- December 2019- February 2024

Indiana Licensed Life, Accident and Health Insurance Agent-February 2020-February 2024
Non-residential Life Insurance licenses-CA;TX;AL;MO;TN;GA;NC;OH;MI;VA;AZ;AR;FL;LA;PA,NY

Non-residential Health Insurance licenses-NE;NM;WV;IA;OK;OR;IL;KS;SC;WA;UT;MD;MN;MS;ID;CA;TX;AL;MO;TN;GA;NC;OH;MI;VA;AZ;AR;FL;LA;PA,NY

Timeline

Insurance Sales Agent

SelectQuote Senior
09.2021 - 03.2022

Life Insurance Agent

Symmetry Financial Group
02.2021 - 05.2021

Property and Casualty Insurance Agent

Ernsberger Insurance Agency
01.2020 - 07.2020

Admissions Coordinator

HOWE MILITARY ACADEMY
02.2018 - 04.2019

Recruiter

PEOPLELINK STAFFING SOLUTIONS
11.2017 - 02.2018

Local Office Director

INDIANA DEPARTMENT OF CHILD SERVICES
09.2009 - 05.2017

Supervisor

INDIANA DEPARTMENT OF CHILD SERVICES
09.2006 - 09.2009

Family Case Coordinator

INDIANA DEPARTMENT OF FAMILY RESOURCES
04.2003 - 09.2006

Family Case Manager

INDIANA DEPARTMENT OF CHILD SERVICES
09.1993 - 09.2003

BACHELOR OF SCIENCE - English Education

Tri-State University (Trine University)
Wendy S. Petty