career profile

ambitious professional with solid career in sales, customer service, banking, and accounting. notable success as an account manager, personal banker, and customer service representative in fast-paced environments of high-growth organizations. consistently able to coach and instruct internal and external associates in sales, management, and underwriting responsibilities and suggest leading-edge business remedies. skilled in adhering to all established loan underwriting and processing policies to prevent fraud, extravagance, and abuse.

core competencies include:

performance reporting          internal & external client relations          staff professional development          financial management

account management          team building and leadership          human resources          loan prioritization & processing

licenses: property and casualty, may 2006 and life and health, august 2006

technical competencies include: powerpoint, word, excel, and outlook

professional experience

licensed account manager/office manager, march 2006-present

american family insurance, tim tiffany agency c lodi, wi

-         facilitate human resource tasks including hiring and terminating staff as necessary.

-         solicit clients for the sale of property, casualty, life, and health insurance policies.

-         call on policyholders to explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

-         confer with clients to obtain and provide information when claims are made on a policy.

-         customize insurance programs to suit individual customers, often covering a variety of risks and ensure that policy requirements are fulfilled, including completion of appropriate forms.

-         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.

-         seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

 

guest care coordinator c september 2004 c present

guest care director c december 2005 c march 2006

revolution salon and spa c middleton, wi

an aveda and arbonne salon and spa

-         answer inquiries and obtain information for general public, customers, visitors, and others aveda and arbonne product lines.

-         provide information regarding special activities conducted at establishment; location of departments, offices, and employees within organization.

-         greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.

-         train and orientate newly hired personnel to new positions within establishment.

 

universal banker, may 2000-december 2005

johnson bank c madison, wi

-         assessed information to determine strategies for meeting clients' financial objectives.

-         interviewed persons desiring to open checking, savings, cds, and ira accounts.

-         explained banking services available to prospective customers and assist in preparing application forms.

-         informed customers of procedures for applying for services such as atm cards, direct deposit of checks, and obtaining retail loans.

-         investigated and corrected errors upon customers' request, according to customer and bank records.

 

customer service representative, september 1998-may 2000

amcore bank c lodi, wi

-         directed the success of customer service representatives by implementing thorough training and professional development.

-         addressed clients concerns with account activity in additional to personal banking needs.

 

education

edgewood college c madison, wi

bachelor of science in business, accounting emphasis, 2004

 

professional development

arbonne university c online courses: arbonne products & company philosophy

performance aveda classes c milwaukee, wi: aveda product line

 

community activities:

johnson bank s united way campaign: campaign coordinator, 09/2001 c 09/2005

united way key club member, september 2005 c present