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Tracy Terry is a seasoned professional with experience in various industries, including finance, real estate, and customer service. She has worked as a Benefits Specialist, Licensed Residential Appraiser/Office Manager, and Regional Director/Multi-Clinic Manager. Tracy holds a degree in General Studies from Brigham Young University and is certified as an Insurance Agent. Tracy has a strong background in leadership, management, and customer service, with experience in managing teams, coordinating events, and providing excellent customer experiences.

Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    National Insurance Producer Registry
    Nov, 2022
    - Apr, 2026

Experience

    • Benefits Specialist
      • Nov 2022 - Jan 2024

      Educating hard-working people on financial literacy to protect their family's future | Leadership Development | Talent Acquisition

  • Sedona Appraisal Research Associates, LLC
    • Sedona, Arizona, United States
    • Licensed Residential Appraiser/Office Manager
      • Aug 2020 - Nov 2022
      • Sedona, Arizona, United States

      Conducting formal appraisals of real property or land before it is sold, mortgaged, taxed, insured, or developed. Evaluating properties to establish market values and property ratings using internal and external sources. Making on-site visits, inspecting property and interviewing clients. Manage all office activities including assignment intake, scheduling, collections, financial accounting, coordinate office training and client interactions.

    • United States
    • Gambling Facilities and Casinos
    • 100 - 200 Employee
    • Beverage Supervisor
      • May 2020 - Aug 2020

    • Bartender & Events
      • Oct 2018 - May 2020

      Bartender & Events (Nov 2019-Current)Full service bartender for 3 bars at the Casino, along with tending bar and supporting special events or banquets.Cliff Dwellers Beverage Server (Dec 2018-Nov 2019)Mountain Springs Buffet Server (Oct 2018-Dec 2018)Provided an excellent experience to all Guests while dining, at an event, on the slot floor, Black Jack Pit or Poker room in a courteous, professional and efficient manner by fulfilling Guest needs during their Casino experience.

    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Arizona Regional Director/Multi-Clinic Manager
      • Jan 2014 - Dec 2017

      Coordinate Franchise operations and consultation with 17 franchisees and 52+ unit managers in guiding them to compliance, development and performance. Oversee Regional support staff, unit managers and support staff for the units including client interaction as needed. Continued tracking of Coop budget and expenditures. Key Contributions:• Moved from Administrative Assistant to Regional Director by exhibiting outstanding leadership skills, knowledge and professional growth• Marketing/Budgeting o Coordinate and track annual budgets and approvals for both Arizona and Las Vegas Regions o Coordinate with both traditional, digital and social media companies, as well as other national retail vendors on behalf of Region. o Oversee all coop media buys and budgeting (traditional, digital, social)• Regional Development o Analyze monthly KPI reports for trends needing improvement or recognition. o Plan & conduct monthly franchisee Coop meetings. o Conduct quarterly regional management trainings for 39 units + upper management o Oversee all Regional activities on behalf of Regional Developer and corporate o Helped create a better management base for growth within the organization for employees o Coached on management principles and decision-making processes with both franchisees and managers o Developed better understanding of the customer service balance of the business model• Franchise Operations o Fine-tuned standardized operational checks to ensure all units are able to document and keep current all employee compliance for Brand and Unit safety o Conducts operational standard reviews, oversee new unit openings, remodels and license renewals. o Coordinated regional new service Beta and National Roll-outs including improved software (internal and customer facing), Total Body Stretch, new Skin Care offering

    • AZ & LV Regional Assistant
      • Aug 2008 - Jan 2014

      General oversight of all franchise operations to insure compliance with brand and franchise operating standards in all regional units. Assisted in managing Regional Developer owned units within the regions. Key Contributions:• Regional Development o Developed a monthly training program (MyMEU/AZ) for therapists with National Board Certified Instructors and CEU’s. Attended by 125+ therapists per month, and annual membership of nearly 400. o Developed highly respected relationships with all owners and managers in both regions, also at the corporate offices as well open-ended communication that was encouraged and well-received. o Setup and Conducted trainings (venues, speakers, attendees and assisting with the topics and training). o Oversaw recruitment activities with all colleges and schools in the Regions for therapists, estheticians o Assisted with monthly franchisee Coop meetings. Presentation of budget, minutes, and matters for Coop review. o Coordinated with 50+ units in the regions for reporting of regional activity, national fundraising o Coordinated community involved events with all units for PR and branding purposes.• Franchise Operations o Stream-lined the Operational Standard Review (OSR) to make improvements to be utilized nationally for more constant Brand standards and compliance.• Marketing/Budgeting o Oversaw Social Media (Facebook, Twitter, SEO, and SEM) and coordinating with contracted vendors for promotions, public relations and reputation management. o Kept Coop budgets – monthly and annual tracking of contributions & expenses. o Coordinated the tracking of the quarterly and annual marketing efforts of all units in the regions.

  • Ice Cream Rescue
    • Phoenix, Arizona Area
    • Co-Owner
      • Jun 2010 - Dec 2012
      • Phoenix, Arizona Area

      Developed an Ice Cream Truck business that where we would “Rescue” groups with ice cream through corporate sponsorships. We covered sporting events, festivals and employee/customer appreciation events. We also attended non-profit organizations to “rescue” them from the profits of the other events.. Nothing is quite as fun as getting “free” ice cream at the ice cream truck at any age. Companies sponsor, everyone enjoys.Key Contributions:• Coordinated events for sporting and festival events• Managed inventory costs• Bookkeeping/records – filed sales tax returns

  • Clean Impressions
    • Phoenix, Arizona Area
    • Office Manager/Bookkeeper
      • Apr 1994 - Dec 2010
      • Phoenix, Arizona Area

      Full charge bookkeeper with all general ledger, accounts payable, accounts receivable and payroll activities. Management of data through the design of databases, queries, forms and reports. Coordinated cleaning crews for new home construction clean-up and bi-weekly model home cleaning. Oversaw quality control and coordinated new development openings for start-up. Supervised cleaning crews for up to 15 properties at a time. Managed the business in the absence of the owner who had moved out of the country.

Education

  • Brigham Young University
    General Studies

Suggested Services

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Industry Focus. “Insurance”

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