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Click here or scroll down to respond to this candidate Lisa MosleyStreet Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEExperienceAmerican Income Insurance
Licensed MN Health & Life Insurance ProducerJanuary 2024 - Current
Regularly communicating to customers by email, phone, and text as well as our sales department to give clarity on accounts.
Communicating with customers over the phone to schedule zoom calls and complete sales. Various department communication such as our sales representatives and our carrier representatives by email and phone. Providing documentation to customers.
Practicing and utilizing multiple websites and systems throughout the company changes as well as the accounts that were given to me.
Using customer service skills to collect financial information for payments for monthly plans.National Realty Guild, Edina Licensed Real Estate Broker Associate February 2021 Current Managed team training and training in paperwork.
Communicated with sales representatives through email and phone calls to negotiate deals for buyers and sellers.
Daily meeting with sellers and buyers.
Customer service skills for open houses to provide the steps from start to finish in the sales process in the home buying process.Coldwell Banker Burnett Realty, Chaska
Licensed Real Estate Broker Associate November 2017 February 2021 Successfully completed time sensitive tasks by prioritizing daily work with team leading. Completed complex situations on accounts by detailed review and comprehensive communication with the client services department like loan officers and title companies. Demonstrated integrity by handling funds accordingly to assure accuracy within accounts and balances (dealing with managing monies) Showed the ability to successfully multitask by working on other tasks while on hold. (typing offers and emails) Facilitate group discussions by preparing notes for meetings I ran with concerns and achievements of the team.
Berkshire Hathaway HomeServices Lovejoy Realty, Shakopee Licensed Real Estate Broker Associate Manager of Franchise June 2013 - November 2017 Analyzed data in our selling area to sustain quality and assure proper research is completed.
Maintained production standards as well as was open to learning new things, such as working on Escrowed accounts.
Proactively communicated willingness to learn new tasks which included, training new hires, , adding new templates of software for sales for the staff.
Customer Service specialist for customers who can into my franchise I ran and did First Time Home buyer seminars. Representative
Communicating to customers, agents and clients for the status of home loans and leases, as well as ensured the clients did inspections and had insurance in place before closing.
Contributed a leadership role which included supervising the store during peak hours of service. Delegated tasks by assigning specific positions to agents that fit their skill sets and teach them new tasks. Applied strong communication skills when describing menu items to customers as well as assisting them when they were unsatisfied. Managed agents by assigning tasks to specific leads in place where they would be most efficient. Demonstrated integrity while ensuring doors were locked as well as setting alarm system before leaving building.
Education Dover-Eyota High School, Eyota, MN
Rochester Community College RCTC, Rochester, MN Real Estate Certificate, 2005 Real Estate Broker Certificate, 2007 Insurance Life and Health Certificate, 2023References upon request |
