Danielle Stillwell
Financial Representative at Lifetime Financial Growth of Kentucky- Claim this Profile
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Bio
Credentials
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Life and Health Insurance Producer
State of OhioOct, 2021- Sep, 2024 -
Life and Health Insurance Producer
State of PAOct, 2021- Sep, 2024 -
Life and Health Insurance Producer
State of INOct, 2021- Sep, 2024 -
Life and Health Insurance Producer
State of MIOct, 2021- Sep, 2024 -
Life and Health Insurance Producer
State of KYOct, 2021- Sep, 2024 -
Life and Health Insurance Producer
State of WVJul, 2014- Sep, 2024 -
Life, Health, Property and Casualty Insurance Producer
State of TNJul, 2014- Sep, 2024
Experience
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Lifetime Financial Growth of Kentucky
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United States
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Financial Services
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1 - 100 Employee
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Financial Representative
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Oct 2021 - Present
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Lifetime Financial Growth is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America® and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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Colonial Life
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1 - 100 Employee
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Benefit Consultant
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Dec 2019 - Aug 2021
-Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. -Customize insurance programs to suit individual clients, often covering a variety of risks. -Explain the features, advantages, and disadvantages of various policies to promote the sale of insurance plans. -Develop marketing strategies to compete with other companies. -Perform administrative tasks, maintain records, and handle policy renewals. -Plan and oversee incorporation of insurance programs into the bookkeeping system. -Explain necessary bookkeeping requirements for clients to implement and provide group insurance program.
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Mountaineer Insurance Services
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United States
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Insurance
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Licensed Insurance Agent
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Jul 2019 - May 2021
-Identify and evaluate risk management and coverage. -Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals. -Prepare account submissions to various insurance carriers that fit the needs of the client. -Review quotes from insurance carriers and negotiates the right premiums and coverage for clients. -Prepare marketing proposals for presentation to clients. -Describe the advantages and disadvantages of different policies to promote the sales of insurance plans. -Handle all forms of correspondence from insurance carriers.
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Banquet and Event Director
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Oct 2018 - Jul 2019
-Coordinate with vendors, exhibitors, and stakeholders during the event planning process to ensure everything is in order. -Negotiate with vendors and sponsors. -Create and distribute event listing pages on social media. -Manage event set up, tear down, and follow-up process. -Establish standardized event procedures and train staff into properly executing them. -Build and adhere to an event budget to avoid project overruns. -Track event key performance areas and identify items to work on for future events.
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State Farm Insurance
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700 & Above Employee
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Agent Team Member
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Jun 2014 - Sep 2018
-Develop leads, schedule appointments, identify customers needs and market appropriate products and services. -Establish customer relationships and follow up with customers as needed. -Work with the agent to achieve marketing goals. -Use a customer-focused, needs-based review process to educate about insurance options. -Provide prompt, accurate and friendly service. Service includes responding to inquires regarding insurance availability eligibility, coverage, policy changes, transfers, claim submissions and billing clarifications.
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McKinney Properties
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United States
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Real Estate
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Resident/Property Manager
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Jul 2013 - Apr 2014
-Manage all aspects of the leasing process including contact with prospective tenants, scheduling appointments, and showing apartments. -Successfully co-coordinated execution of upgrades to enhance marketability and position of assets. -Continually monitor and analyze traffic logs, conversion ratios, renewal information, and be able to give up-to-date and proper information when requested by others. -Confirm all applications and leases are completed and input to the software system accurately and on a timely basis. -Determine and certify the eligibility of prospective tenants following government regulations. -Maintain accurate records of all community transactions and submit on a timely basis (i.e., rent rolls, utility bills, delinquency reports, etc.) -Ensure that invoices are submitted to the corporate office for payment, handle corporate credit cards and all other funds. -Assist in the annual operation budget and monitor property performance according to budget. -Oversee building maintenance staff, verify service requests and properly coordinate the scheduling of turnovers and 3rd party contractors. -Provide guidance and direction to subordinates, including setting performance standards and monitoring performance, including daily property meetings with onsite staff.
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Amore Management Company
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United Kingdom
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Facilities Services
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Leasing Consultant
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Jun 2009 - Jul 2013
-Customer service, first contact for community needs, questions, and requests. -Monthly and weekly reports to stay up to date with competition and current market conditions. -Establish rental rate, evaluate and recommend rental pricing strategies to maximize profitability and revenue generations. -Prepare and process all leases with future residents. -Monthly resident letters and notifications i.e. lease renewals, maintenance check-ups, and move-outs. -Employ strategic plan to achieve tenancy goals; develop marketing and manage website and paper advertising. -Working with potential residents; finding their needs, conducting critical path, and taking applications. -Earned recognition for maintaining properties at a high capacity with low turnover through advertising, professional networking, and excellent tenant relations. -Two offices; South Hills location 366 units and Jefferson Hills location 344 units.
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Leasing Consultant
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2011 - 2012
-Spearheaded development and roll-out of innovative lease renewal, unit availability, and resident retention programs that maximized portfolio asset program. -Contributed to the new marketing outreach program. -Trained all new incoming leasing agents. -Investigate and resolve tenant complaints; coordinate maintenance team to meet customer service expectations. -Reviewed rental applications, leases, and contracts in alignment with company policies and procedures. -Decreased vacancy by developing new business and pursuing potential clients and persistently following up. -Oversaw 1100 units.
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Education
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2004 - 2008
Fairmont State University
Public Relations, Advertising, and Applied Communication
Community
