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Title Customer Service Financial Services
Target Location US-FL-Port Orange
Phone Available with paid plan
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Candidate's Name
Street Address  Crepe Myrtle LanePort Orange, Florida Street Address
PHONE NUMBER AVAILABLEINTRODUCTION:An Organizational Strategist and Leader with a reputation for motivating the workforce toward objectives. Proven experience setting strategic direction, initiating growth strategies, executing to plan, fine-tuning operations, and marketing to customer demand.PROVEN EXPERTISE:*Setting Organizational Strategy *Customer Service/Relations*Maintaining Company Focus *Customer Satisfaction*Creating Workforce Motivation *Mentoring & Tactical Coaching*Optimizing Operations *P&L ManagementEXECUTIVE CAREER HISTORY:December 2003 to 2020: Allstate Insurance Company Exclusive Agency OwnerRepresented Allstate's wide range of insurance and financial products, such as auto, property, and financial services. Managed the day to day operations inherent in such a business. Achieved Honor Ring, Chairmans Club and Leaders Level representing superior performance in meeting and surpassing company goals. Twice received the Agency Hands in the Community Award for Outstanding Community Service.December 2002 to May 2003: Merrill Lynch - Financial AdvisorJune 1984 to August 2001: Pediatric & Adolescent Medicine Clinic - ManagerPlanned, directed and coordinated operations of the clinic for 17 years. Held ultimate accountability for meeting financial goals as the Financial Manager maintaining a 98% collections rate. Developed plans for the timely handling and processing of Insurance Receivables. Developed Accounts Payable/Receivable strategies that focused upon maximizing profits and minimizing liabilities while maintaining customer satisfaction and loyalty. Supervised all Nursing and Ancillary Office Staff; providing counseling and interviewing, as needed. Developed clinic policies.November 1979 to November 1983: United States Air Force - SergeantReorganized and operated the Administrative program for the 836th Combat Support Group Installation Staff Chaplain. Maintained the Non-Appropriated Chaplain Accounting Records. Advised Staff Chaplain on all Chapel Financial Affairs. Served as the 836th Combat Support Group Munitions Facility Custodian. Selected and trained personnel in the proper handling and disposition of munitions. Developed the Operating Instructions for the Munitions Facility.EDUCATION:BA - Management (Park University - Parkville, MO)AS - Business Administration (Community College of the Air Force)Business Courses (University of Arizona & Florida State University)LICENSING:Securities Licensed (Series 7 & 66)Life, Health and Variable Annuity License (Ohio & Florida)Property & Casualty License (Ohio)Real Estate Salesman License (Florida)

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