Proactive leader recognized for initiating positive environments where employees thrive and succeed. Multitasking professional with exceptional composure and poise. Dedicated to best-in-class customer service, strength in communication and effective problem-solving abilities.
Skills
Customer follow-up
Cross-selling and upselling
Client account management
Client retention
Leadership
Team management
Problem resolution
Training & Development
Organizational skills
Time management
Communication
People skills
Multitasking
Collaboration
Reporting abilities
Coverage assessments
Technologically savvy
High-energy attitude
Highly professional
Homeowners insurance knowledge
Honest and ethical
Client management
Negotiation
Payment collection
CRM software use
Experience
03/2019 to Current
Real Estate AgentTom Toole Sales Group – Chadds Ford, PA,
Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
Researched and determined competitive market price.
Accompanied buyers during property inspections.
Generated list of properties to meet specific client needs.
Managed real estate transactions from initiation to closing.
Prepared forms needed for real estate transactions, including contracts, deeds, closing statements and leases.
Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments.
Advertised properties to general public via networking, brochures, ads and multiple listing services to maximize exposure.
Managed sales pipeline by actively following-up with prospects and hot leads.
05/2007 to 04/2018
Insurance AgentAmerican National Insurance Company – White Marsh, MD,
Drove client retention by increasing savings opportunities and identifying premium discounts.
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
Diligently filed and followed up on third party claims.
Cultivated lasting professional relationships, which created continuous client referral streams within community.
Increased client retention through loyalty rewards and incentivization program.
Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Increased data collection accuracy by recording client account information with zero discrepancies.
Diminished project lags by effectively training employees on best practices and protocols.
Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Analyzed customer needs and provided best options, upselling products and services.
Received underwriting approvals after accurately completing applications for insurance coverage.
Engaged customers and provided high level of service by carefully explaining details about documents.
Provided quick turnaround time when customers called with questions, usually within 1-2 hours.
Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Exceeded team goals by partnering with staff to share and implement best practices.
Generated new leads and identified potential clients by using successful direct marketing strategies.
LSA-5 designation to remedy claims in office
09/2004 to 05/2007
Receptionist /Nail TechnicianDolce Vita Day Spa – City, STATE,
Completed daily customer appointments and updated master schedule.
Met with clients to discuss needs, service preferences and special requests.
Built repeat client base to increase profits and stabilize cash flow.
Collaborated with other manicurists to streamline booking, inventory and appointment systems and increase customer satisfaction.
Promoted enhanced treatments to repair and improve nail strength.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Upsold specials and bundled finger and toe-nail packages to increase personal profit.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Improved operations by working with team members and customers to find workable solutions.
Education and Training
Expected in 09/2004
High School Diploma: Puyallup High School - Puyallup, WA GPA:
Expected in 07/2005
Nail Technician : Cosmetology Beauty School - Tacoma, WA GPA:
Expected in 05/2007
Licensed Insurance Representative : Insurance- Fire/Casualty/Life/Health/Disability Intellipass - Federal Way, WA GPA:
Expected in 03/2019
Licensed Real Estate Agent: Real Estate Rockwell Institute - Orting, WA GPA:
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