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Skills

  • Process improvement
  • Metric equipment
  • Project organization
  • Client satisfaction enhancement
  • Team building
  • Problem-solving ability
  • Customer service
  • Grievance resolution
  • Pre-Employment Screening
  • Communications

Work Experiences

  • Annual salary surveys were conducted, and a company salary budget was developed, analyzed, and updated.
  • Assisted clients with life insurance claims.
  • Achieved a 60% improvement in stress resilience.
  • Contributed to a 40% reduction in stigma among employees.
  • Collaborated with legal teams.
  • Championed mental health awareness campaigns that contributed to a 35% reduction in stigma among employees.
  • Assisted clients in financial planning.
  • Conducted needs assessments.
  • Assisted in post-trauma life adjustment programs, producing measurable recovery outcomes within several months.
  • Achieved 27% referral growth.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Committed to improving client satisfaction.
  • Proficiency in project management and data analysis.
  • Advised on life insurance policies.
  • Client-focused Life Specialist.
  • Client-centered Life Specialist with strong capabilities in needs assessment and stress management facilitation, improving mental health and well-being by 59%.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Aligned healthier plan options with long-term client goals.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Within Miscellaneous, senior Life Specialist and outstanding performer in team leadership and data analysis.

Accomplishments

  • Analyzed client feedback from wellness sessions to propose incremental improvements, increasing overall satisfaction by 85% over 18 months.
  • Facilitated policyholder education sessions that improved overall understanding of benefit options by 49%.
  • Documented and resolved system which led to method.
  • Advised clients on Microsoft Excel benefits, resulting in a 58% increase in policy retention and client satisfaction.
  • Collaborated with mental health professionals to advocate for holistic wellness programs, resulting in 3 new partnerships.
  • Designed and facilitated workshops focused on building life independence skills, leading to positive feedback from 37% of participants.
  • Programmed life skill workshops for at-risk individuals, resulting in a 22% retention rate over several months.
  • Led client onboarding for long-term care policies, achieving a satisfaction rate of 66% in initial client evaluations.
  • Developed cognitive-behavioral strategies to assist clients transitioning through critical life events, improving coping skills by 35%.
  • Tailored life skills coaching sessions for clients, resulting in a 21% improvement in client-reported life satisfaction.

Affiliations

  • Membership in the International Association of Counseling and Coaching (IAC)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • American Society of Safety Professionals
  • Association for Conflict Resolution (ACR)
  • Certified Financial Planner (CFP) Program Graduate
  • Policy Retention Expert Group Membership
  • National Association for Conflict Resolution
  • Toastmasters
  • Board of Life Insurance Professionals
  • Certified Life Coach Institute (CLCI)

Certifications

  • Certificate in Public Speaking Mastery from Lakeside Partners
  • Certified Personnel Consultant (CPC) in Employee Engagement
  • Certificate in Solution-Focused Brief Therapy (SFBT)
  • Legal and Ethical Compliance Certification for Life Coaches
  • Trauma and Resiliency Practitioner Certification
  • Certified Wellness Program Coordinator (CWPC)
  • Accredited Practitioner of Positive Psychology (APPP)
  • Certified Trauma Support Specialist from method
  • SHRM Certified Professional (SHRM-CP)
  • Apple Certified Associate (ACA)

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