- East Lansing, MI
- May 7, 2025
Resourceful and client-focused professional with a strong background in marketing, administrative support, and notary services within the financial sector. Licensed Notary Public with hands-on experience executing and processing legal and financial documents for advisors and clients. Known for delivering high-quality customer service, managing detailed documentation, and supporting business operations with professionalism and discretion. Adept at building client trust, driving brand engagement through marketing initiatives, and contributing to seamless office workflows. Seeking to leverage this blend of experience in roles that value precision, customer service, and cross-functional collaboration.
Education
Experience
•Consults with business clients to understand hiring needs and provided customized recruiting solutions.
•Built and maintained strong B2B relationships with small businesses across the U.S.—including lawn and landscaping companies, childcare centers, and hospitality groups—to drive partnership growth.
•Leveraged prospecting, referral networks, and digital outreach to generate high-quality leads and expand the client base.
•Delivered personalized support throughout the client journey, ensuring satisfaction and fostering long-term partnerships.
•Specializing in group insurance solutions for healthcare professionals, ensuring comprehensive coverage for medical practices, physicians, and their teams.
•Consult with clients to assess their group insurance needs and develop tailored insurance packages aligned with their goals.
•Lead marketing efforts, including the creation of digital content, email campaigns, and social media strategies, to educate clients on insurance products and increase brand awareness.
•Develop and implement targeted marketing campaigns to drive new business, enhance client engagement, and foster long-term relationships.
•Oversee client acquisition, onboarding, renewals, and claims support, utilizing digital marketing and social media to improve service delivery.
•Stay current with market trends and regulatory changes to ensure clients receive the most relevant and competitive offerings.
•Consistently exceed sales targets through strategic relationship-building, marketing initiatives, and client engagement.
•Achieved first place in sales within the agency, consistently increasing revenue and meeting business production goals.
•Developed quotes, presented insurance products, and closed sales to secure new business.
•Built and maintained strong networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, and Auto Dealers.
•Utilized referral networks and prospecting to generate new leads and increase customer base.
•Delivered exceptional client service through follow-up calls and relationship management.
•Manage all aspects of the business, including client consultations, service delivery, marketing, and operations.
•Increased revenue by 20% year-over-year through the implementation of strategic marketing campaigns, including social media ads, email newsletters, and referral programs.
•Build strong relationships with vendors and venues, ensuring smooth operations and excellent customer service.
•Deliver high-quality photography and ensure client satisfaction, resulting in over 50 referrals.
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