Dedicated supervising agent with a focus on reliability and adaptability. Expertise in managing teams, optimizing client service processes, and maintaining high standards of professionalism to drive customer loyalty and satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Supervising Agent
Globe Life Liberty National: Everett & Associates
Searcy, AR
05.2025 - Current
Facilitated client onboarding processes, ensuring compliance with company policies and industry regulations.
Assisted in training new agents on operational procedures and best practices for customer engagement.
Managed scheduling of appointments, optimizing agent availability to enhance client service efficiency.
Collaborated with management to analyze performance metrics and identify areas for process improvement.
Maintained accurate records of client interactions and transactions in CRM system for streamlined reporting.
Provided ongoing feedback to peers, fostering a culture of continuous improvement within the team.
Resolved customer inquiries effectively, enhancing satisfaction through prompt and professional communication.
Served as primary point of contact for clients, providing expert advice and guidance on complex insurance matters to ensure their needs were met in a timely manner.
Retained existing clientele by proactively addressing concerns and regularly reviewing their coverage needs, resulting in strong relationships built on trust and loyalty.
Reviewed policy documents for accuracy before submission, ensuring compliance with legal regulations and minimizing potential disputes or misunderstandings between parties involved.
Collaborated with other departments, such as underwriting and claims, ensuring smooth transactional processes for clients.
Managed a team of agents to ensure efficiency and productivity while maintaining high standards of professionalism.
Monitored and evaluated fellow agents' performance.
Organized ongoing training sessions to keep the team updated on industry developments, enabling them to provide the best possible advice to clients.
Deputy Clerk
White County Government
Searcy, AR
06.2022 - 05.2025
Assisted in maintaining accurate records within electronic filing systems.
Maintained confidentiality by adhering to strict privacy guidelines when handling sensitive information.
Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
Provided exceptional customer service to the public, answering inquiries and directing individuals to appropriate resources.
Managed financial transactions including fee collections, disbursements, and record-keeping with accuracy and integrity.
Contributed to a positive work environment through effective communication skills and a collaborative approach to problem solving.
Maintained filing system and organized customer documents for easy retrieval of information.
Education
Bachelor of Science - Finance
Harding University
Searcy, AR
05-2028
Skills
Effective leadership
Effective communication
Team management
Adaptability
Professionalism
Reliability
Attention to detail
Sales management
Accomplishments
Promoted to supervising agent within four months of employment.
Achieved convention eligibility with Everett & Associates by being a top producing agent in my first six months of employment.