Agent Development Manager

• Oct 2022 - Present

Marketing Outreach Specialist

• Oct 2019 - Dec 2021

Community Outreach Representative

• Feb 2019 - Oct 2019

Agent Representative

• Jan 2018 - Feb 2019

Office Administrator/Claims Representative

• Dec 2015 - Jan 2018

Responsibilities include: • Identify customer needs, and market appropriate products and services. • Develop leads, schedule appointments. • Work with the agent to establish and meet marketing goals. • Establish client relationships and follow up with client, as needed over the phone and in person. • Use a client-focused, needs-based review process to educate customers about insurance options. • Serve as the first point of contact in a fast-paced, customer-focused environment. • Process claims in a fast, efficient, and professional manner. • Collect and process payments. • Manage social media account. Accomplishments include: ◦ Actively participated in achieving office sales goals. ◦ Supported office agents in receiving multiple bonus incentives by prospecting, appointment setting, and follow ups. ◦ Reduce the total amount of uncompleted follow ups to the standards set by the agent.

General Merchandise Area Leader

• Sep 2006 - Dec 2015

Responsibilities included: • Supervising and coaching the General Merchandise team members to ensure customer service and sales goals are met or exceeded. • Working with customers, and helping to positively solve any issues that may arise. • Reviewing sales goals, and working side by side with other departments to work towards meeting the goals. • Responsible for P&L, sales, labor, and shrink plans. • Supervising the execution of the merchandising plan. • Promoting a safe work environment. • Documenting and applying disciplinary, as well as seeking out recognition opportunities. • Working to maintain BOH (balance on hand) integrity. Accomplishments: ◦ Established new processes in a variety of areas including new employee onboarding, vendor relations, and scheduling. ◦ Reduced employee turn over through creating positive employee relationships. ◦ Was the only store to earn a 100% rating through mystery shopper program. ◦ Consistently achieved and exceeded department sales goals.