Colleen Marie Walsh
Beaufort, SC 29907
abhn4v@r.postjobfree.com
OBJECTIVE
To obtain a job with an established and competitive company in order to
utilize and expand my knowledge in promotions, employee development, human
relations, sales, and marketing essentials
Professional Strengths
. Over twelve years experience in marketing and management
. Multi-task oriented with the capability to support team-oriented
projects
. Managing, maintaining, and growing account and vendor relationships
. Proficient in Microsoft Applications: Word, Excel, Front Page, Power
Point, Profiles and Access
Education
Virginia Polytechnic Institute and State University
Degree Earned: Bachelor of Science
Major: Marketing Management
Years attended: 2001- 2005
. Personally responsible for 100% of higher education expenses
Work Experience
Bankers Life & Casualty Company
Beaufort, SC
Senior Advisor January 2010 - present
. Assist seniors in the planning of their retirements
. Review social security benefits to qualify seniors for all state
retirement opportunities
. Educate beneficiaries on the Medicare process
. Call on policyholders to deliver and explain policies, to analyze
insurance programs and suggest additions or changes
. Review financial statements, 401K and IRA rollovers and compare to
company Annuities
. Calculate premiums and establish payment method
. Customize insurance programs to fit individual customers, often
covering a variety of risks
. Market various types of insurance policies to individuals including
life, medical, long term care and disability
. Interview prospective clients to obtain data about their financial
resources and needs, the physical condition of the person and to
discuss any existing coverage
. Seek out new clients and develop clientele by networking to find new
customers and generate lists of prospective clients
. Explain features, advantages and disadvantages of various policies to
promote the sale of insurance plans
. Ensure that policy requirements are fulfilled, including any necessary
medical examinations and the completion of appropriate forms
. Confer with clients to obtain and provide information when claims are
made on a policy
. Assist clients in filing claims with both Medicare, insurance
companies and providers
. Train and manage new employees on various sales products and
techniques
Southern Farm Bureau Insurance Company
Beaufort, SC
Insurance Agent June 2009 - December 2009
. Directly interacted with the general and financial management
professionals for the establishment of policies and procedures
. Elevated client relations by establishing credibility, discerning
needs and providing appropriate coverage recommendations
. Sold auto, home, life, health, long-term care and annuities plans to
clientele
. Called on policyholders to deliver and explain policies, analyze
insurance programs and suggest additions or changes
. Calculated premiums and establish payment methods
. Explained features, advantages and disadvantages of various policies
to promote the sale of life and health insurance plans
. Interviewed prospective clients to obtain data about their financial
resources and needs and physical condition of the person or property
to be insured and to discuss any existing coverage
. Developed clientele by networking to find new customers and generating
lists of prospective clients
. Improved company image in the broker market and with insured,
resulting in retention of business, increasing profits and profile
within the broker market
. Provided detailed reports to insured with recommendations for
improvements, thereby reducing claims
. Handled caseload of more than 300 families and individuals
. Coordinated insurance placement for small to large market commercial
accounts
County Council of Beaufort County
Beaufort, SC
Deputy Clerk of Probate Court November 2008 - June 2009
. Consulted with and made recommendations to the judges regarding court
policies, procedures and operations
. Attended court hearings and recorded minutes of court proceedings,
marked and maintained exhibits, and entered data in the case tracking
systems
. Prepared orders, verdicts and judgments
. Prepared and distributed court forms and notices
. Examined a variety of documents for correctness of form and format,
sufficiency of information and conformance with legal procedures
. Provided direct assistance to the public and court customers in legal
matters
. Consulted with attorneys and other necessary parties to schedule
hearings
. Reviewed written orders for content and format prior to presentation
to the judge for signature
. Prepared all reports required by the Judicial Council or the Court for
legal files
Estate Builders
Bluffton, SC
Expeditor/Purchasing Agent April 2007 - July 2008
. Designed and edited marketing materials for projects including
brochures, ads, web-sites, site plans and project packets
. Corresponded between Reed Development and Estate Builders for events
and marketing projects
. Organized promotional marketing events directly increasing project
awareness and model home traffic
. Personally planned grand opening ceremony and events
o Designed menus, seating, and entertainment
o Coordinated videographer and photographer designs and products
. Worked closely with videographer to design model video
o Personally wrote transcript for video
. Worked closely with all teams to develop standard selection process
for customer homes
. Served as a liaison between design and construction teams to ensure
customer expectations were met
. Ordered all construction and design materials for the entire
construction site
. Scheduled the delivery of materials for entire construction site
. Scheduled all construction jobs and managed quality control
. Confirmed orders and expedited the arrival of building materials to
correspond with schedule
. Pulled permits and organized required inspections
. Evaluated and updated construction schedule and projected closing
dates for homes based on progress
. Worked closely with construction team to maintain a steady workflow
and to divide jobs accordingly
. Responsible for updating construction schedule on a weekly basis
. Designed company construction processes to increase efficiency
. Effectively managed two warehouses
. Developed inventory control system to track common materials
. Personally designed interactive electrical plan for use by
construction, electrical, and HVAC teams
. Responsible for building and maintaining relationships with vendors
and sub-contractors
. Continually accepted new bids and compared against current vendors and
contracts
. Renegotiated contracts and prices with vendors
. Closely worked with accounting department to build, analyze and
maintain budgets
. Reviewed and coded all material invoices for accounting programs
Kelley, Kronenberg, Gilmartin, Fichtel, & Wander
Jacksonville, FL
Legal Assistant September 2006 - April 2007
. Maintained daily administrative duties including cost checks, customer
service, scheduling, training, legal drafting, editing, researching
and trial preparation
. Successfully scheduled and maintained calendar for five attorneys
. Prepared and edited legal documents for mediations, trials,
depositions and conferences
. Prepared files for all legal processes
Enterprise Rent-A-
Car
Beaufort, SC
Management Trainee June 2004 - August 2006
Internship Summer of 2004
. Maintained daily administrative duties including: inventory control,
customer service, cash flow management, deposits, marketing,
scheduling and training
. Effectively influenced and interacted with all types of customers,
vendors, and coworkers while practicing superior customer service and
implementing proper sales techniques
. Effectively handled a variety of business situations through problem
solving and conflict management
. Completed accounting practices to track and account for debits and
credits
. Successfully generated, accounted for, and tracked profits
. Participated in end-of-month procedures such as inventory, key costs,
purchasing and profit and loss accountability
. Maintained and effectively managed and deployed a fleet of over 150
vehicles in a cost effective manner
. Mentored, trained, developed, and managed new and incoming interns and
employees
Branch Corporate Account Manager September 2005 - August 2006
. Regularly marketed to local business partners building solid, long-
lasting relationships with key business decision-makers
. Lobbied successfully for increased rate structure with local
dealerships, thereby increasing profit
. Effectively managed all issues with accounts to personally rectify
conflicts and complaints
Outback Steakhouse, Inc. Christiansburg and Alexandria, VA
Server and Employee Representative May 2002 - May 2005
. Resolved conflicts between the restaurant and its patrons
. Maintained daily administrative duties including: balances and
preparations for opening and closing restaurant
. Effectively utilized new marketing techniques
. Involved in active projects to improve efficiency
. Trained new employees
. Responsible for employee development
Fripp Island Resort
Fripp Island, SC
Server March 2000 - August 2001
. Resolved conflicts between the restaurant and its patrons
. Trained new employees
. Involved in active projects to improve efficiency
. Maintained daily administrative duties including Point-of-Sale system
applications, staff scheduling techniques, facility maintenance,
safety awareness and exposure to special events and banquets
. Participated in end-of-month procedures such as inventory, key costs,
purchasing and Profit and Loss accountability
Pool Attendant and Retail April 1997 - August 1999
. Maintained daily administrative duties including: balances, facility
maintenance and safety awareness, opening and closing store duties
. Participated in business procedures including: Point-of-Sale system
applications and staff scheduling techniques
. Maintained Beach Service and Rental Operations including: instruction
and implementation of all services offered through the outdoor
recreation department
Activities
Farm Bureau Chamber Liasion
2009
Par-Tees Women's Golf Club
2008 - present
Young Professionals of the Lowcountry
2008 - present
Participation in Outback sponsored charity events
2001- 2006
. Participated in over 30 charity events promoting education, diversity
and self excellence
Marketing Club at Virginia Tech
2002 - 2006
Public Relations Student Society of America
2003 - 2006
ELITE- Entrepreneurial Leaders Improving Traditional Education
2003 - 2006
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