Lindsay Wallace, CLTC®

Case Design Team at Underwriters Brokerage Service
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Pittsburgh Region

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Credentials

  • Certified in Long Term Care (CLTC)
    CLTC
    Oct, 2021
    - Nov, 2024

Experience

  • Underwriters Brokerage Service
    • United States
    • Insurance
    • 1 - 100 Employee
    • Case Design Team
      • Jun 2019 - Present

      *Build and maintain relationships with brokers, financial advisors, financial partners and carriers. *Sourcing new sales opportunities through inbound lead follow-up, cold calls and emails. *Review the objectives and inner-workings of proposed and existing insurance policies to help ensure they fulfill their intended purpose. *Design proposals for prospects and clients to generate leads. *Create marketing material to assist agents with industry and product knowledge. *Participate in continuing education programs. Show less

  • PNC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Jun 2018 - Apr 2019

      *Handles relationship management activities with new and existing clients to grow sales, revenue, and market share. *Manages over 500 clients in my book of business ranging from $1-5M in revenue. *Focuses on client opportunities by providing ideas and insights based on an understanding of the clients needs and their financial well-being. *Provides multi-product banking solutions to businesses. *Partners across ecosystem to drive results for Business Banking, Retail and all of PNC. *Executes consistency for our clients and shareholders. *Secures the safety of the bank as well as the clients through following proper KYC policies. Show less

  • SEPHORA
    • France
    • Retail
    • 700 & Above Employee
    • Skincare Lead/Assistant Manager
      • Jul 2009 - Jun 2018

      *Drive sales and company initiatives through energy and positive reinforcement to achieve store goals and service metrics. *Motivate and coach team to provide high level client service. *Assist in recruiting, interviewing and training new consultants. *Empower others through celebration and development. *Maintain an elevated understanding of business acumen. *Initiate and conduct daily touch base meetings with scheduled consultants. *Manage store banking, payroll and inventory levels. *Lead visual merchandising team by upholding company and brand standards. *Headed Sephora’s Values Inside Out community outreach program to raise funds and awareness for local charities. *Awarded Innovations values winner from team yearly. Show less

  • The Buckle, Inc.
    • United States
    • Retail
    • 700 & Above Employee
    • Assistant Manager
      • Oct 2007 - Jul 2009

      *Worked directly with the store manager to help drive sales and lead team. *Demonstrated the ability to recruit, educate, and efficiently train newly hired employees. *Used creativity and schematics to properly display merchandise. *Possessed strong communication skills and enthusiasm to be of assistance to the diverse group of teammates and customers. *Worked directly with the store manager to help drive sales and lead team. *Demonstrated the ability to recruit, educate, and efficiently train newly hired employees. *Used creativity and schematics to properly display merchandise. *Possessed strong communication skills and enthusiasm to be of assistance to the diverse group of teammates and customers.

  • The Estée Lauder Companies Inc.
    • United States
    • Personal Care Product Manufacturing
    • 700 & Above Employee
    • Beauty Advisor
      • Jun 2005 - Oct 2007

      *Achieved highest customer service status within the first year of employment. *Attended educational seminars each season to gain further product knowledge. *Awarded in March 2006, for reaching highest sales in the division. *Achieved highest customer service status within the first year of employment. *Attended educational seminars each season to gain further product knowledge. *Awarded in March 2006, for reaching highest sales in the division.

Education

  • Clarion University of Pennsylvania
    Bachelor of Fine Arts, Graphic Design and Printmaking
    2001 - 2005
  • Riverview High School
    1996 - 2001

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