Client Success Specialist

• Aug 2021 - Present

Manage and build relationships to encourage new and repeat business. Develop and facilitate operational and training process, including client presentations, calls, and upsells. Manage and build relationships to encourage new and repeat business. Develop and facilitate operational and training process, including client presentations, calls, and upsells.

Service Technician

• May 2021 - Aug 2021

Licensed Sales Producer

• 2014 - 2015

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. Contact underwriter and submit forms to obtain binder coverage. Perform administrative tasks, such as maintaining records and handling policy renewals. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. Contact underwriter and submit forms to obtain binder coverage. Perform administrative tasks, such as maintaining records and handling policy renewals. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Employee Benefits Leader

• Jan 2014 - May 2014

Report generation, created training and work flows, developed company policies and procedures. Report generation, created training and work flows, developed company policies and procedures.

Insurance Account Representative

• Aug 2010 - Dec 2013

Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Front line underwriting new business and renewals. Calculate premiums and establish payment method. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Front line underwriting new business and renewals. Calculate premiums and establish payment method. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.

Food Service Specialist

• 2008 - 2009

Uphold and maintain the execution of the Food and Beverage Standards, Food Service Routines, and all food safety standards.

Asset Protection Specialist

• 2007 - 2008

Inventory Auditing and preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance.

Producing CSR

• 2005 - 2007