Dawn Lunde

Experience

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  Roger Karjalahti Insurance Agcy Inc

  May 1998 - Oct 2013

  Office Manager

  Office Manager for large successful State Farm agency. Primary responsibilities were hiring team members and marketers, training of new team members and ongoing training of existing team, coordinating the day to day activities, assisted with setting team goals and guiding our team to success. Sold and serviced complete product line including; auto, home, boats, umbrellas, health, life and commercial policies as well as bank products - loans and deposit accounts. Responsible for tracking office production, monthly bonuses and staff continuing education for 8-10 staff members . Responsible for trust account reconciliation. Show less

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  Farmers Insurance MN

  Oct 2013 - Jun 2015

  Responsible for daily operations at the district level. Coordinate weekly team meetings, recruiting and training efforts. Participate in agent selection. Develop and assist agents in achieving successful conversion to the career program. Participate in training and assisting agents with the sales presentation, the implementation of marketing ideas and business planning. Create and implement sales training programs for agents and agents team members. Our team successfully converted 10 new Farmers agents in 2014 and has a goal of 15 for 2015. Show less Employed by Farmers Insurance MN, District 8. My responsibilities consist of assisting current and new agents with creating processes that ensure efficiency, allowing more time to work with new and current clients insurance needs. Assist with finding team members at the agency level and team building. I specialize in SIMS and am responsible for training agents to utilize this powerful software to assist in agency growth.· Strong organizational skills · Customer service focused· Time management ability · Productivity minded· Multi-task with ease · Ability to develop processes Show less

  • Agency Development Manager/Operations Manager

    Jun 2014 - Jun 2015

  • Agency Development Specialist

    Oct 2013 - Jun 2014
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  Roger Karjalahti Insurance Agcy, Inc

  Jun 2015 - Feb 2018

  Sales Manager

  Responsibilities include sales and retention within the agency. Create, implement and modify sales strategies. Conduct annual reviews with current clients and assist them with implementing needed coverage to protect themselves and their families.

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  USI Insurance Services

  Feb 2018 - Jun 2024

  Formerly CHS Insurance USI is a national insurance brokerage and consulting firm with a fundamentally different approach to delivering employee benefits, property and casualty, personal risk and retirement solutions customized for each client. I am part of an expansive team that leverages the pool of knowledge which is the USI ONE Advantage®. Our locally based, nationally networked team of dedicated experts utilizes the power of our comprehensive proprietary analytics platform, the Omni, to nimbly create client-centric results with bottom line financial impact. Show less

  • Sr. CL Account Manager - Private Equity

    Sept 2022 - Jun 2024

  • CL Account Manager - Private Equity

    Jul 2021 - Sept 2022

  • CL Account Manager - Property & Casualty

    May 2019 - Jul 2021

  • Employee Benefits Account Processor

    Feb 2018 - May 2019
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  Lockton

  Jun 2024 - now

  Transaction Advisor - Transaction Advisory Practice