Adrienne Blankenship

Experience

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  Ebix

  May 2005 - Dec 2016

  CRM Software Trainer | Implementation Specialist | Business Analyst

  • Analyzed customer business requirements and processes to provide workflow and dashboard design, support, and training to customers.• Conducted comprehensive training sessions for new software users, ensuring smooth transition to updated systems for Pending Case & Policy, Data Downloads, Group Benefits, and Carrier/Product/Rider tracking. • Identified, documented, and tested data conversion issues with new customers when converted from other management systems. • Implemented CRM software improvements that streamlined communication between sales teams, research analysts, and support staff for increased productivity. Show less

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  Blankenship Consulting Services LLC

  Feb 2018 - Sept 2024

  Software Consultant

  • Evaluated client needs to streamline processes by providing workflow design, system setup, and training to track insurance applications within SmartOffice. • Provided technical support to end-users, resolving issues quickly and effectively by working through software issues and developing work-arounds to work efficiently.• Improved user adoption by offering comprehensive training sessions for CRM software.

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  Chesapeake Brokerage

  Feb 2021 - Oct 2022

  New Business Administrator

  • Processed new Life, Annuity, LTC, and DI insurance applications in a high-volume environment from receipt to final placement while maintaining relationships with sales team, producers, service providers, and carrier teams.• Managed a high-volume diverse portfolio of clients, catering to their unique needs negotiating the best offer, while maintaining high standards of service delivery.• Provided SmartOffice administration support as needed to onboard new advisors, provide production reporting for staff, and track system issues. Show less

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  Concourse Financial Group

  Nov 2022 - Feb 2025

  Business System Analyst

  • Served as a Docupace subject matter expert responsible for all aspects of supporting the product, provided testing for new features, and web-based training to financial professionals.• Provided end-to-end customer service, addressing user inquiries promptly and professionally, resolving issues efficiently wherever possible while managing multiple support tickets concurrently, prioritizing tasks based on urgency and ensuring prompt resolution. • Improved business processes by analyzing system requirements and implementing effective solutions, enhancing the user experience which resulted in increased usability and efficiency.• Developed and delivered system-related communication and training materials to our internal staff and financial professionals for Docupace system enhancements and updates. Show less