Results-driven Insurance Professional specializing in client account management and policy knowledge. Developed customized insurance solutions that enhanced client satisfaction and ensured comprehensive coverage.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Licensed Insurance Agent
The Baldwin Group
12.2019 - Current
Conducted thorough assessments of client risks to recommend appropriate insurance policies.
Developed customized insurance solutions to meet client needs and ensure comprehensive coverage.
Educated clients on policy details, benefits, and claims processes to enhance understanding and satisfaction.
Managed client portfolios, ensuring timely renewals and updates based on changing circumstances.
Collaborated with underwriting teams to streamline policy approvals and improve turnaround times.
Shift Coordinator
Goodwill GCI
01.2019 - Current
Facilitated communication between departments to streamline operations and resolve issues promptly.
Successfully managed conflicts among staff members, resulting in improved morale and reduced workplace tension.
Led daily operations to ensure efficient workflow and staff management.
Coordinated training programs for new employees to enhance skill development.
Implemented process improvements to optimize service delivery and customer satisfaction.
General Manager
Rock Fitness
09.2014 - 12.2019
Directed marketing initiatives that increased brand visibility and membership growth.
Led operational strategy to enhance member engagement and retention.
Streamlined staff training programs to improve service delivery and team performance.
Implemented cost-control measures that optimized budget management and resource allocation.
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Banker
Wells Fargo
05.2011 - 09.2015
Analyzed customer needs to recommend appropriate banking solutions for improved satisfaction.
Streamlined account opening processes, reducing wait times and enhancing customer experience.
Facilitated customer transactions, ensuring compliance with banking regulations and policies.
Developed and implemented training programs to enhance staff knowledge of financial products.
Customer Support Specialist
Verizon Wireless
06.2001 - 05.2011
Delivered exceptional customer service by resolving inquiries and issues efficiently.
Managed escalated customer complaints, ensuring timely resolution and satisfaction.
Provided training and mentorship to new team members on best practices in customer support.
Developed and implemented process improvements to enhance service delivery efficiency.
Education
Associate of Science - Business Administration And Management
American InterContinental University
Schaumburg, IL
09-2005
High School Diploma -
American School
Chicago, IL
04-1990
Skills
Insurance sales expertise
Insurance product expertise
Policy management
Coverage analysis
Claims processing
Risk assessment
Insurance knowledge
Client account management
Client relationship management
Risk assessment
Accomplishments
Supervised team of 10 staff members.
Collaborated with team of 10 in the development of homeless shelter movement.
Certification
CPR Training - Yearly
Timeline
Licensed Insurance Agent
The Baldwin Group
12.2019 - Current
Shift Coordinator
Goodwill GCI
01.2019 - Current
General Manager
Rock Fitness
09.2014 - 12.2019
Banker
Wells Fargo
05.2011 - 09.2015
Customer Support Specialist
Verizon Wireless
06.2001 - 05.2011
Associate of Science - Business Administration And Management