Wynne Munster
Orlando,FL
Summary
Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in problem-solving, conflict resolution and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.
Overview
13
13
years of professional experience
Work History
Advisor
Laureate Insurance, The Baldwin Group
06.2023 - Current
- Developed comprehensive insurance plans tailored to client needs
- Advised clients on risk management and coverage options
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Developed strong relationships with clients through regular communication and excellent customer service.
Insurance Agent
Renegade Insurance
10.2021 - Current
- Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals
- Research and stay abreast of current insurance regulations to proactively inform clients of policy and fee updates
- Built small business and consumer clientele relationships through networking
Business Development
Lifestyle Equity Properties
02.2017 - 09.2021
- Exceeded annual membership targets by 18%, using a consultative sale approach
- Engaged existing customer segment by describing additional value-added services to upsell individual accounts effectively
- High volume outbound and inbound calls approx. 70 calls a day
- Collaborated with compliance department to resolve customer issues and maintain a high level of customer satisfaction
Finance Manager
Aspen Home Improvements
05.2015 - 02.2017
- Successfully managed integration of consumer lending products with the sales team
- Established policies and procedures to evaluate customer credit that met the guidelines of Fair Credit Reporting Act
- Streamlined documentation process with lenders
- Created internal tracking reports for Sales and CFO
Sales Manager
I.C.E
02.2013 - 04.2015
- Evaluated sales and marketing staff performance, ensuring all staff met 100% of sales targets
- Maintained customer files, and produced sales-related reports, policies and sales forecast
- Developing contests, spiffs and employee recognition programs to promote a positive atmosphere
- Trained and developed an engaged and successful sales team bringing in $5 million plus a year
Education
Management Information Systems and Business Analytics
Colorado State Global
Bachelor of Science - Business Administration
Athens State University
Skills
- Team Leadership and Development
- B2B and B2C strategy
- Inside & Outside Sales
- Client account management
- Client-centered sales strategies
- Strategic planning
- Training and mentoring
- Salesforce
- MS Office
- Strategic business development
Timeline
Advisor
Laureate Insurance, The Baldwin Group
06.2023 - Current
Insurance Agent
Renegade Insurance
10.2021 - Current
Business Development
Lifestyle Equity Properties
02.2017 - 09.2021
Finance Manager
Aspen Home Improvements
05.2015 - 02.2017
Sales Manager
I.C.E
02.2013 - 04.2015
Bachelor of Science - Business Administration
Athens State University
Management Information Systems and Business Analytics
Colorado State Global