Jeni Ivey
Life Insurance Advisor at Dayforward- Claim this Profile
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Bio
Shannon Behrend
Jeni brings expertise in insurance, leadership, needs assessment, and project management that allowed her to put critical structural support in place to allow significant scaling in hiring during critical times. Best of all, Jeni is passionate about doing right by people and works to manage herself well to do so. Her eagerness to learn and commitment to excellence make her an incredible addition to any team.
Amanda Major
I am writing this letter to express my highest recommendation for Jeni Ivey for any position related to engagement coordination. I have had the privilege of working closely with Jeni during her tenure as the Engagement Coordinator at Branch Insurance, and I have been consistently impressed by her professionalism, organizational skills, and ability to create memorable experiences for our stakeholders. Jeni Ivey is an exceptional individual who possesses a rare combination of creativity, attention to detail, and strong interpersonal skills. She has demonstrated a remarkable talent for conceptualizing, planning, and executing successful engagement initiatives, resulting in increased participation, positive feedback, and overall satisfaction from our stakeholders. One of Jeni Ivey's greatest accomplishments at Branch was developing and implementing the "Agent Development Trek" program. A program designed to help sharpen and establish professional skills for agents wanting to achieve higher status or leadership. This program allowed entry level agents to learn new ways to better themselves professionally. Throughout her time at Branch Insurance, Jeni Ivey has consistently demonstrated exceptional organizational abilities. She has successfully managed multiple projects simultaneously, ensuring that each engagement initiative is meticulously planned, executed, and evaluated. Jeni Ivey is also creative and diligent in her research of the projects or returns she has been assigned to achieve. In addition to Jeni's impressive skills and qualifications, she is an absolute pleasure to work with. She is highly collaborative, adaptable, and maintains a positive and professional demeanor even in challenging situations. Jeni Ivey consistently demonstrates a strong work ethic, going above and beyond to ensure the success of each engagement initiative and contributing to the overall positive work culture within our organization. Based on Jeni Ivey's outstanding performance, exceptional skills, and remarkable dedication to fostering engagement, I have no hesitation in highly recommending her for any engagement coordinator position.
Shannon Behrend
Jeni brings expertise in insurance, leadership, needs assessment, and project management that allowed her to put critical structural support in place to allow significant scaling in hiring during critical times. Best of all, Jeni is passionate about doing right by people and works to manage herself well to do so. Her eagerness to learn and commitment to excellence make her an incredible addition to any team.
Amanda Major
I am writing this letter to express my highest recommendation for Jeni Ivey for any position related to engagement coordination. I have had the privilege of working closely with Jeni during her tenure as the Engagement Coordinator at Branch Insurance, and I have been consistently impressed by her professionalism, organizational skills, and ability to create memorable experiences for our stakeholders. Jeni Ivey is an exceptional individual who possesses a rare combination of creativity, attention to detail, and strong interpersonal skills. She has demonstrated a remarkable talent for conceptualizing, planning, and executing successful engagement initiatives, resulting in increased participation, positive feedback, and overall satisfaction from our stakeholders. One of Jeni Ivey's greatest accomplishments at Branch was developing and implementing the "Agent Development Trek" program. A program designed to help sharpen and establish professional skills for agents wanting to achieve higher status or leadership. This program allowed entry level agents to learn new ways to better themselves professionally. Throughout her time at Branch Insurance, Jeni Ivey has consistently demonstrated exceptional organizational abilities. She has successfully managed multiple projects simultaneously, ensuring that each engagement initiative is meticulously planned, executed, and evaluated. Jeni Ivey is also creative and diligent in her research of the projects or returns she has been assigned to achieve. In addition to Jeni's impressive skills and qualifications, she is an absolute pleasure to work with. She is highly collaborative, adaptable, and maintains a positive and professional demeanor even in challenging situations. Jeni Ivey consistently demonstrates a strong work ethic, going above and beyond to ensure the success of each engagement initiative and contributing to the overall positive work culture within our organization. Based on Jeni Ivey's outstanding performance, exceptional skills, and remarkable dedication to fostering engagement, I have no hesitation in highly recommending her for any engagement coordinator position.
Shannon Behrend
Jeni brings expertise in insurance, leadership, needs assessment, and project management that allowed her to put critical structural support in place to allow significant scaling in hiring during critical times. Best of all, Jeni is passionate about doing right by people and works to manage herself well to do so. Her eagerness to learn and commitment to excellence make her an incredible addition to any team.
Amanda Major
I am writing this letter to express my highest recommendation for Jeni Ivey for any position related to engagement coordination. I have had the privilege of working closely with Jeni during her tenure as the Engagement Coordinator at Branch Insurance, and I have been consistently impressed by her professionalism, organizational skills, and ability to create memorable experiences for our stakeholders. Jeni Ivey is an exceptional individual who possesses a rare combination of creativity, attention to detail, and strong interpersonal skills. She has demonstrated a remarkable talent for conceptualizing, planning, and executing successful engagement initiatives, resulting in increased participation, positive feedback, and overall satisfaction from our stakeholders. One of Jeni Ivey's greatest accomplishments at Branch was developing and implementing the "Agent Development Trek" program. A program designed to help sharpen and establish professional skills for agents wanting to achieve higher status or leadership. This program allowed entry level agents to learn new ways to better themselves professionally. Throughout her time at Branch Insurance, Jeni Ivey has consistently demonstrated exceptional organizational abilities. She has successfully managed multiple projects simultaneously, ensuring that each engagement initiative is meticulously planned, executed, and evaluated. Jeni Ivey is also creative and diligent in her research of the projects or returns she has been assigned to achieve. In addition to Jeni's impressive skills and qualifications, she is an absolute pleasure to work with. She is highly collaborative, adaptable, and maintains a positive and professional demeanor even in challenging situations. Jeni Ivey consistently demonstrates a strong work ethic, going above and beyond to ensure the success of each engagement initiative and contributing to the overall positive work culture within our organization. Based on Jeni Ivey's outstanding performance, exceptional skills, and remarkable dedication to fostering engagement, I have no hesitation in highly recommending her for any engagement coordinator position.
Shannon Behrend
Jeni brings expertise in insurance, leadership, needs assessment, and project management that allowed her to put critical structural support in place to allow significant scaling in hiring during critical times. Best of all, Jeni is passionate about doing right by people and works to manage herself well to do so. Her eagerness to learn and commitment to excellence make her an incredible addition to any team.
Amanda Major
I am writing this letter to express my highest recommendation for Jeni Ivey for any position related to engagement coordination. I have had the privilege of working closely with Jeni during her tenure as the Engagement Coordinator at Branch Insurance, and I have been consistently impressed by her professionalism, organizational skills, and ability to create memorable experiences for our stakeholders. Jeni Ivey is an exceptional individual who possesses a rare combination of creativity, attention to detail, and strong interpersonal skills. She has demonstrated a remarkable talent for conceptualizing, planning, and executing successful engagement initiatives, resulting in increased participation, positive feedback, and overall satisfaction from our stakeholders. One of Jeni Ivey's greatest accomplishments at Branch was developing and implementing the "Agent Development Trek" program. A program designed to help sharpen and establish professional skills for agents wanting to achieve higher status or leadership. This program allowed entry level agents to learn new ways to better themselves professionally. Throughout her time at Branch Insurance, Jeni Ivey has consistently demonstrated exceptional organizational abilities. She has successfully managed multiple projects simultaneously, ensuring that each engagement initiative is meticulously planned, executed, and evaluated. Jeni Ivey is also creative and diligent in her research of the projects or returns she has been assigned to achieve. In addition to Jeni's impressive skills and qualifications, she is an absolute pleasure to work with. She is highly collaborative, adaptable, and maintains a positive and professional demeanor even in challenging situations. Jeni Ivey consistently demonstrates a strong work ethic, going above and beyond to ensure the success of each engagement initiative and contributing to the overall positive work culture within our organization. Based on Jeni Ivey's outstanding performance, exceptional skills, and remarkable dedication to fostering engagement, I have no hesitation in highly recommending her for any engagement coordinator position.
Credentials
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Health Insurance License
North Carolina Department of Insurance -
Life Insurance License
North Carolina Department of Insurance -
Notary Public
North carolina -
Property and Casualty Insurance License
North Carolina Department of Insurance
Experience
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Dayforward
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United States
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Insurance
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1 - 100 Employee
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Life Insurance Advisor
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Aug 2023 - Present
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Branch
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United States
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Insurance
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200 - 300 Employee
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Sales & Member Support Effectiveness Program Lead
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Apr 2022 - Jun 2023
-Led the implementation of employee engagement, recognition, and development initiatives, resulting in increased team morale and productivity. Increased employee satisfaction by 15% through focus groups, feedback analysis, and the implementation of quarterly celebration meetings and weekly engagement activities.-Efficiently coordinated and executed multiple concurrent projects, consistently meeting deadlines while ensuring adherence to budgetary constraints.-Supported directors and senior leaders by scheduling meetings, tracking minutes, and creating compelling presentations, ensuring seamless operations.-Hosted and facilitated regular all-employee meetings, promoting effective communication and goal alignment across the organization.-Partnered with Operations to identify and address HR-related challenges, developing new programs and implementing policies to optimize performance.-Conducted insightful focus groups, gathering feedback to enhance employee satisfaction and drive continuous improvement.-Created a comprehensive 16-week development program for agents that was implemented company wide, including over a dozen training modules, resulting in increased agent retention and productivity.-Managed a cohort of 14 agents through the development program, providing personalized mentoring and coaching.-Designed training materials and resources aligned with company objectives and industry best practices.-Developed processes, such as a personalized customer outreach program, to provide exceptional support during critical life events. Show less
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Sales Leader
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Nov 2021 - Apr 2022
-Leveraged extensive insurance experience and collaborated with the talent acquisition team and directors to recruit and hire top tier talent, accounting for over half of the workforce.-Collaborated with the talent acquisition team and directors to recruit and hire top talent in sales and customer service roles filling 100+ roles.-Conducted extensive interviews utilizing the STAR method, resulting in meeting hiring quotas and acquiring high-caliber talent.-Applied personality assessment results in collaboration with People Operations to evaluate candidates effectively.-Analyzed trends and data of new hires to continuously improve the selection process and enhance hiring strategies.-Developed and implemented targeted recruitment strategies, resulting in the acquisition of high-quality candidates.-Collaborated with directors of member support and sales to ensure alignment with business needs and culture fit.-Maintained less than 1% attrition rate, demonstrating a high level of employee retention and satisfaction. Show less
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Senior Sales Agent
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Aug 2021 - Nov 2021
-Cold-called leads and handled incoming calls, conducting needs assessments, providing insurance proposals, overcoming objections, and successfully closing deals.-Consistently exceeded sales targets, driving revenue growth and earning quick promotions.-Maintained an exceptional 85% conversion rate and over 90% bundle rate, showcasing persuasive communication skills and effective sales techniques.-Surpassed monthly sales targets by an average of 25%, consistently exceeding performance expectations.-Proactively identified client needs and upsold additional coverage options, maximizing revenue and enhancing client coverage.-Resolved client inquiries and issues promptly and effectively, ensuring high levels of client satisfaction. Show less
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State Farm
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United States
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Insurance
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700 & Above Employee
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Senior Sales Agent
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Aug 2015 - Aug 2021
-Achieved consistent recognition as a top sales agent, surpassing sales goals and driving outstanding revenue growth. -Provided exceptional sales and support for diverse insurance products, including Property & Casualty, Life, Health, and Vehicle loans & refinancing. -Conducted thorough annual policy reviews, effectively upselling additional coverage options, and delivering compelling quotes for new business, resulting in elevated customer retention and revenue generation. -Demonstrated agility in overcoming objections and resolving customer concerns, ensuring high levels of customer satisfaction and fostering long-term loyalty. -Successfully trained and mentored sales agents, nurturing their professional development and driving collective success. -Actively participated in industry marketing events, leveraging strong networking skills to engage with industry professionals and expand connections. -Selected for the prestigious Agent Aspirant Program, reflecting recognition of leadership potential and readiness to open an agency. Show less
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