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Skills

  • Series 9 license
  • Framework equipment
  • Financial report generation
  • Budgets
  • Internal auditing
  • Business operations
  • Market trend analysis
  • Complex problem-solver
  • Skilled negotiator
  • Active Property and Casualty Insurance License with the Texas Department of Insurance

Work Experiences

  • Contributed ideas and provided constructive feedback at weekly sales and training meetings.
  • Evaluated leads obtained through cold calling, lead databases, and direct referrals.
  • Met with potential customers and business owners in homes, businesses, and other settings.
  • Customer satisfaction was impacted by policy changes and company conditions, which I reported.
  • Solved method issues, improved operations, and provided excellent customer service.
  • Achieved a 44% drop in late submissions.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Oversaw the delivery of program project by framework team, which resulted in metric.
  • Answered 9 calls per the past year to help customers with their questions and concerns.
  • Completed the sales process and collected the necessary deposits.

Summaries

  • Exceptional system professional with proven administrative and financial management abilities.
  • Expertise in sales and marketing
  • Recognized on a regular basis for outstanding performance and contributions to the Real Estate industry's success.
  • Through targeted marketing, lead generation, and in-depth knowledge of market trends, consistently increases sales and expands client base.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Broker Assistant with 12 years of successful vendor management and project management experience.
  • Achieved efficiency through systems management.
  • Licensed Insurance Broker with extensive experience in property and automobile insurance.
  • Knowledgable in a variety of design and testing methodologies.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Supported senior brokers by preparing detailed standard trade summaries and transaction histories for use in client reviews and decision-making discussions.
  • Generated monthly financial reports using ServiceNow, highlighting market trends that enabled the brokerage team to make well-informed investment decisions.
  • Assessed client needs and provided tailored solutions based on their financial objectives, leading to a 35% increase in client satisfaction.
  • Received the “All-Star Award” for earning $11 in commissions and securing $18 million in life insurance sales.
  • Utilized industry best practices to streamline time-sensitive task prioritization, reducing turnaround time for critical client requests by 28%.
  • Tracked expiring contracts and client deals using ServiceNow, ensuring prompt action and renewal discussions, which improved client retention rates.
  • Executed over 7 client transactions with a 58% accuracy rate, ensuring each process complied with financial regulations and norms.
  • Created detailed documentation on operational processes, improving team training effectiveness and knowledge transfer by 59%.
  • Earned designations as process.
  • Played a key role in providing logistical and administrative support for client meetings and presentations, ensuring that all materials were accurate and professional.

Affiliations

  • Freemason
  • National Association of Realtors (NAR) Member
  • Licensure in Administrative or Brokerage Services – Oregon
  • Jaycees
  • Certified Broker Assistant Training Program
  • Business Networking International (BNI) Member
  • Association for Computing Machinery
  • Mortgage Bankers Association (MBA) Member
  • Million Dollar Round Table (MDRT) Membership
  • American Medical Informatics Association

Certifications

  • Certified Public Accountant
  • Accredited Wealth Management Advisor (AWMA)
  • Accredited Portfolio Management Advisor (APMA)
  • Anti-Money Laundering (AML) Compliance Certification by Summit Group
  • Certified Brokerage Operations Professional (CBOP)
  • Chartered Property Casualty Underwriter (CPCU)
  • Certified Investment Management Analyst (CIMA)
  • Certified Customer Service Professional (CCSP)
  • Project Management Professional (PMP)
  • Cisco Certified Internetwork Expert (CCIE)

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