Experience

• 

  Touchmark at meadow lake village

  Jan 2006 - May 2009

  Life enrichment

  • Scheduled educational activities, faculty lectures and departmental events to drive mission and values of institution.• Implemented and grew Assisted Living resident program. Which included coordinating all on site and off site activities• Developed physical activity program to meet state regulations.• Coordinated with marketing and leadership team to create programs designed to influence purchasing decisions.• Recognized by management for providing exceptional customer service. Show less

• 

  American family insurance

  May 2009 - Apr 2022

  Agency owner

  • Conferred with existing and potential customers to understand needs and finalize purchase orders. Submitted and managed new business client contracts.• Devised processes and promotional approaches to boost long-term business success and increase profit levels.• Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.• Provided organizational leadership and established business vision to achieve sales, profit, customer service and revenue goals for million-dollar insurance agency.• Owned and managed daily operations of insurance business, including developed and implemented standard operating procedures, training programs and office management systems; actualized processes to successfully fulfill sales and customer service goals.• Handled all aspects of agency finances including bookkeeping and budgeting.• Planned sales presentations, social media campaigns, promotion initiatives and participated as a vendor in several annual trade shows to drive product sales and increase brand awareness. Maintained relationships with businesses and community members to optimize marketing influence. • Empowered team members to provide exceptional customer service to clients and referral partners. Consistently in top performance metrics for customer satisfaction and retention. • Created marketing content and emails for pre and post events. Along with email and marketing campaigns for agency cross sell, recapture and requote opportunities. Show less

• 

  Denodo

  Apr 2022 - now

  Sales enablement learning and development specialist