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Work Background
AllstateBenefits Admin Senior Associate
May. 2024Milwaukee, Wisconsin, United StatesAs a Benefits Admin Senior Associate at Allstate, I am responsible for providing excellent customer service and administrative support in the realm of employee benefits. My key responsibilities included:
Customer Service: - Handling incoming calls, emails, and follow-up inquiries from customers. - Resolving issues related to claims, benefits, eligibility, web access, premiums, and more. - Providing timely and accurate information to customers.
Relationship Management: - Building and maintaining strong relationships with employers, brokers, and regional offices. - Collaborating with stakeholders to address issues and improve processes.
Operational Tasks: - Processing renewals and handling day-to-day administrative tasks. - Identifying and resolving policy discrepancies and inconsistencies. - Improving operational efficiency through process optimization.
Education and Support: - Educating employers, brokers, and sales managers about their benefits and resources. - Providing guidance and support to ensure customer satisfaction.
Data Management: - Utilizing various systems to research and manage data. - Ensuring accurate and efficient handling of complex information. In essence, my role involves providing comprehensive support to customers, managing administrative tasks, and contributing to the overall improvement of the benefits administration process.
New York Life Insurance CompanyAgent
Sep. 2023 - Mar. 2024United StatesAs a New York Life Agent, my primary role was to serve as a trusted financial advisor, helping clients achieve their long-term financial goals. I did this by offering a range of insurance and investment products designed to address various needs, such as: - College Savings: Helping clients plan and save for their children's education. - Retirement Planning: Assisting clients in securing their financial future. - Long-Term Care: Providing solutions to cover potential healthcare costs in old age. - Income Generation: Implementing strategies to generate income throughout retirement. To fulfill this role, I: - Built Relationships: Developed strong, trust-based relationships with clients. - Managed Sales: Engaged in the entire sales process, from prospecting to closing deals. - Tailored Solutions: Customized financial plans to meet individual client needs. - Record Keeping: Maintained accurate records of client interactions and transactions. - Strategic Planning: Collaborated with leadership to develop growth strategies. - Needs Assessment: Evaluated clients' financial situations and identified insurance needs. - Product Recommendations: Suggested appropriate insurance policies to address specific needs. - Administrative Tasks: Handled paperwork, processed policies, and managed client funds, and client data. - Sales Goals: Achieved personal sales targets through networking and lead generation. - Financial Analysis: Assessed clients' financial health, including cash flow, debt, and assets. - Product Recommendations: Provided strategic advice on products, plans, and investments. - Client Support: Offered guidance and support throughout the financial planning process. - Financial Planning: Created customized financial plans tailored to different life stages. - Market Knowledge: Stayed updated on economic trends and market conditions. Essentially, I was a financial consultant who helped clients make informed decisions about their financial future.
Connected Legacies IncCorporate Trainer
Jun. 2023 - Aug. 2023Waukesha, Wisconsin, United StatesAs a Corporate Trainer at Connected Legacies, my primary responsibility was to equip new client representatives with the skills and knowledge necessary to succeed in their roles. Before the firm shut down I played a crucial role in the company's talent development strategy by: - Delivering Effective Training: Conducted training sessions using established materials and adapted my approach to suit different learning styles. - Providing Mentorship: Offered personalized coaching and guidance to trainees, helping them develop their business acumen and sales skills. - Monitoring Progress: Closely tracked the progress of trainees and adjusted your training methods to optimize learning outcomes. - Providing Feedback: Offered constructive feedback to trainees, helping them identify areas for improvement and achieve performance goals. - Recommending Enhancements: Analyzed training outcomes and provided recommendations to improve the training program. - Leveraging Expertise: Shared my experience as a sales representative to provide practical insights and real-world advice. By effectively fulfilling these responsibilities, I contributed to the development of skilled and knowledgeable client representatives, ultimately enhancing the company's overall performance.
Connected Legacies IncEntry Level Marketer
Mar. 2023 - Jun. 2023Milwaukee, Wisconsin, United StatesAs a Client Representative at Connected Legacies, my role involved a combination of sales, customer service, and relationship building. Here's a breakdown of my key responsibilities: Customer Relationship Management: - Relationship Building: Cultivated strong, long-lasting relationships with customers. - Customer Satisfaction: Provided product information and tailored solutions to meet customer needs.
Sales and Business Development: - Lead Generation: Identified and pursued potential sales opportunities. - Sales Process: Managed the sales pipeline, from lead generation to the client close. - Product Promotion: Highlighted new products and promotions to drive sales. - Business Growth: Contributed to business expansion by identifying new markets and opportunities.
Administrative Tasks: - Data Entry: Inputted customer transaction information into company databases. - Event Representation: Represented the company at special events and customer interactions. In essence, I was responsible for acquiring and retaining customers, driving sales, and promoting the company's brand.
PrimericaAgent
Jul. 2021 - Aug. 2023Milwaukee, Wisconsin, United StatesAs an insurance agent at Primerica Financial Services, my primary role was to help individuals and families secure their financial futures through insurance products. My key responsibilities included:
Client Relationship Management: - Building Trust: Established strong, trust-based relationships with clients. - Needs Assessment: Evaluated clients' financial situations and identified insurance needs. - Product Recommendations: Recommended suitable insurance policies to address specific needs. - Client Support: Provided ongoing support and guidance throughout the policy lifecycle.
Sales and Business Development: - Lead Generation: Actively sought out potential clients through networking and other strategies. - Sales Process: Managed the entire sales process, from initial contact to policy issuance. - Sales Goals: Achieved personal sales targets consistently.
Administrative Tasks: - Record Keeping: Maintained accurate records of client interactions and transactions. - Paperwork Processing: Handled paperwork for new policies and claims. - CRM Management: Utilized CRM software to track client information and sales activities. By effectively fulfilling these responsibilities, I’ve helped clients protect their assets, income, and loved ones, while also contributing to the growth and success of my organization.
Buckley's Restaurant and BarReceiving Manager & Janitorial Manager
Aug. 2017 - Mar. 2023Milwaukee, Wisconsin, United StatesAs the Receiving and Janitorial Manager at Buckley's Restaurant and Bar, I was responsible for overseeing two critical aspects of the restaurant's operations: Receiving: - Inventory Verification: Ensuring that deliveries matched orders and were accurate. - Collaboration: Working with the Kitchen Manager to align purchasing and production needs. - Inventory Optimization: Implementing strategies to maintain optimal inventory levels. Janitorial: - Cleaning Schedule Creation: Developing and enforcing cleaning schedules. - Facility Inspections: Conducting daily inspections to maintain health code compliance and cleanliness standards. - Supply Management: Monitoring supply inventory and placing orders as needed. Cross-Functional Collaboration: - Teamwork: Working with various departments to ensure smooth operations. - Reporting: Providing regular updates to management on receiving and janitorial activities. By effectively managing these responsibilities, I played a vital role in maintaining the restaurant's cleanliness, efficiency, and overall success.
Reliable Plating Works, Inc.Chrome Plating Racker
Aug. 2016 - Aug. 20175230 South 13th Street, Milwaukee, WI 53221As a Chrome Plating Racker for Reliable Plating Works, I was responsible for preparing parts for the chrome plating process. This involved selecting appropriate racks and fixtures to properly load the parts. I used my knowledge of plating specifications to determine the spacing and alignment of parts on the racks. During the plating process, I monitored each tank closely and made solution adjustments as needed to achieve the required plate thickness. Once parts were plated, I performed thorough quality control checks to ensure adherence to quality standards before the product was finished. Throughout this fast-paced plating environment, I maintained diligent documentation and followed all safety guidelines when operating machinery and hazardous chemicals. My technical skills in parts preparation, plating knowledge, and attention to detail ensured parts were efficiently prepped, plated, and inspected to meet requirements.
Independence CorrugatedCorrugated Operator
Jul. 2016 - Aug. 20167475 S 6th St, Oak Creek, WI 53154As a Corrugated Operator for Independence Corrugated, I was responsible for setting up and operating corrugating machines to produce quality corrugated cardboard. This hands-on role required in-depth knowledge of the production process to monitor product standards and make machine adjustments as needed. I had to be adept at troubleshooting issues to minimize downtime. Maintaining proper safety protocols was crucial when working with heavy machinery. I leveraged my technical aptitude and familiarity with corrugation equipment to meet production goals. Though my tenure was short, this position provided valuable experience in a manufacturing environment. I gained skills in equipment operation, quality control, and working collaboratively as part of a production team.
Suddath Relocation SystemsWarehouse Lead
Apr. 2015 - Jul. 2016N8 W22270 Johnson Dr, Waukesha, WI 53186As a Warehouse Lead for Suddath Relocation Systems, I oversaw daily warehouse operations including inventory management, distribution, and organization. In this role, I trained team members, providing guidance to improve their skills. Coordinating with other departments enabled me to ensure the warehouse was able to fulfill organizational needs and demands. I maintained records like inventory logs and shipping/receiving documentation to support smooth operations. My approach to managing procedures, leading my team, and monitoring warehouse activities contributed to an efficient, productive, and safe work environment. I took pride in developing an organized and compliant warehouse that served as a strategic asset for the company.
Cliffords Supper ClubLine Cook
Dec. 2013 - Apr. 201510418 W Forest Home Ave, Hales Corners, WI 53130As a Line Cook for Cliffords Supper Club, I was responsible for preparing menu items for service using various cooking techniques and kitchen equipment. This fast-paced role required an in-depth understanding of culinary methods to ensure food was cooked properly and plated attractively. I monitored inventory closely to anticipate supply needs and placed orders accordingly. Maintaining a clean, organized work area was crucial for efficiency, so I prioritized proper sanitation practices and food safety guidelines. Collaboration with the kitchen team enabled smooth coordination of orders. I leveraged my culinary skills and ability to manage multiple tasks in a hectic environment to meet kitchen standards. My technical competence and service-focused approach were integral to delivering excellent dining experiences for customers.
Whitnall School DistrictAssistant Athletic Director
Dec. 2012 - Jul. 2013Hales Corners, Wisconsin, United StatesAs an Assistant Athletic Director for Whitnall School District, I provided administrative support to the Athletic Director to help manage department operations. In this role, I assisted with scheduling, and correspondence for the department. I worked closely with the Athletic Director on planning and executing sporting events, which involved coordination with teams and coaches. My ability to handle multifaceted administrative responsibilities allowed me to make an impact even during my short tenure. I gained valuable experience supporting the operations of a school athletic program.
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