Dana Bender
Lunenburg
Summary
Dynamic insurance producer with a proven track record at Woodcome Insurance Agency, excelling in relationship building and policy analysis. Expert in tailoring insurance solutions, enhancing client satisfaction, and driving retention. Licensed agent skilled in underwriting principles and customer service, consistently delivering personalized support to meet diverse client needs.
Overview
14
14
years of professional experience
Work History
Insurance Producer
Woodcome Insurance Agency
05.2019 - Current
- Assisted clients in understanding insurance products and coverage options.
- Managed client inquiries and provided timely responses to policy-related questions.
- Collaborated with senior producers to develop customized insurance solutions.
- Maintained accurate records of client interactions and policy details in CRM systems.
- Participated in training sessions to enhance knowledge of industry regulations and compliance standards.
- Developed strong relationships with clients to foster trust and retention of business accounts.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Provided detailed information about company insurance products.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
Team Lead
Walmart
05.2018 - 05.2019
- Led team in achieving operational efficiency through effective task delegation and workflow management.
- Trained and mentored new associates on company policies and best practices for customer service excellence.
- Implemented inventory control measures to enhance stock accuracy and reduce waste.
- Collaborated with management to develop strategies for improving store performance and employee engagement.
- Conducted regular performance evaluations, providing constructive feedback to enhance team productivity.
- Trained new team members by relaying information on company procedures and safety requirements.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in techniques necessary to complete job tasks.
- Worked different stations to provide optimal coverage and meet production goals.
- Assisted in recruitment to build team of top performers.
Accounting Office Manager
Walmart
05.2014 - 05.2018
- Managed daily financial transactions, ensuring accuracy and compliance with company policies.
- Coordinated monthly financial close activities, improving reporting timelines and accuracy.
- Trained staff on accounting software, fostering proficiency and confidence in daily tasks.
- Collaborated with cross-functional teams to resolve billing issues promptly and effectively.
- Optimized cash flow management by closely monitoring income and expenses, resulting in improved financial stability.
- Streamlined office operations for increased efficiency and productivity through process improvements.
- Created customized financial reports as needed by senior management to support strategic planning initiatives.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Implemented inventory management systems to enhance tracking and reduce discrepancies.
Personnel Manager
Walmart
05.2011 - 05.2014
- Managed recruitment and onboarding processes to enhance staffing efficiency.
- Implemented employee training programs to improve team performance and productivity.
- Assisted in developing employee engagement initiatives to foster a positive workplace culture.
- Conducted performance evaluations, providing feedback to support employee development.
- Coordinated scheduling and payroll processing to ensure accurate compensation for staff.
- Resolved employee concerns through effective communication and conflict resolution strategies.
- Maintained compliance with company policies and labor regulations during HR operations.
- Collaborated with management to identify workforce needs and develop hiring strategies.
- Collaborated with department heads to address staffing needs proactively, optimizing productivity across the organization.
- Mediated conflict resolution sessions between employees as needed, fostering a harmonious work environment built on mutual respect.
- Conducted thorough exit interviews to identify areas of improvement in retention strategies and workplace conditions.
- Enhanced employee engagement levels by launching recognition initiatives that celebrated outstanding performance and achievements.
- Managed payroll functions efficiently, ensuring timely and accurate compensation for all staff members.
Education
None - Art History
College of The Sequoias, Visalia, CA, US
Visalia, CASkills
- Relationship building
- Policy analysis
- Sales expertise
- Sales proficiency
- Underwriting principles
- Insurance products
- Licensed in state
- Policy writing
- Customer service
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Policy renewals
- Account management
- Property insurance
Timeline
Insurance Producer
Woodcome Insurance Agency
05.2019 - Current
Team Lead
Walmart
05.2018 - 05.2019
Accounting Office Manager
Walmart
05.2014 - 05.2018
Personnel Manager
Walmart
05.2011 - 05.2014
None - Art History
College of The Sequoias, Visalia, CA, US
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