Elizabeth A. Ely

*** ***** ***** . *******, ** **580

585-***-**** . ablfc5@r.postjobfree.com

Professional Skills

. HIGHLY MOTIVATED PROFESSIONAL WITH STRONG EXPERIENCE AND A RECORD OF

SUCCESS IN BUSINESS, NON-FOR-PROFIT MANAGEMENT, SUPERVISING AND

TRAINING STAFF MEMBERS, AND SELLING PRODUCTS AND SERVICES

. Proven organizational, communication, recordkeeping, computer, and

teamwork skills

. NYS Licensed Insurance Broker (Property & Causality) 2002

. Word, Excel, QuickBooks Pro, and Quicken

Professional Experience

PEARL MINISTRIES - ROCHESTER, NY

Executive Director August 2006-August 2010

. Supervise a staff of four including the president, vice-president,

secretary, and treasurer/grant writer.

. Coordinate projects, develop strategies, and assist staff with

completing initiatives and locating services.

. Organize support groups and help group members find support systems

and needed resources.

. Advocate for support group members with community organizations,

social service agencies, schools, and medical services. Organize and

run a 24/7 crisis call line. Organized training for phone

volunteers.

. Run monthly Board of Director meetings to track projects; develop

proposals; establish priorities for use of contributions; monitor use

of funds; and plan projects, community events, and fundraisers.

. Setup the 501(c)(3) non-for-profit corporation, established

bylaws/procedures, trained officers, and wrote needed organization and

teaching manuals.

M.C. Ely Development, Inc. - Webster, NY

Manager 2005-present

. Manage leases for five multi-family units, collect rent, create

invoices, complete all records, and work with tenants to

resolve/prevent problems.

Pinnacle Insurance Agency - Rochester, NY

Insurance Broker 2002-2005

. Actively sold commercial, business, and personal insurance by visiting

potential clients, working referrals, maintaining a client list,

writing contact letters, and locating renewal options with lower-

client costs and higher commissions.

. Supervised three brokers at satellites locations and helped brokers

and agents meet sales quotas.

. Sold 50-75 policies monthly and exceeded month-over-month quotas by an

average of 20%.

Office Manager 1998-2005

. Supervised a staff of six customer service representatives and three

assistant office managers at four locations. Responsible for th

operations of the main office and supervision of three satellites.

. Worked with a sales team and support staff to facilitate preparation

of quotes, sales of multiple lines of insurance, and closing of sales.

. Ran weekly training meetings and trained staff members on Pinnacle's

policies, insurance company policies and products, sales processes,

and maintaining insurance licensure of staff members.

. Scheduled and evaluated staff and ensured compliance with NYS and

Federal regulations. Created an Employee Procedure manual covering

corporate rules, legal job descriptions, and wage/payment scales.

. Implemented company safety plans for locations in Rochester, Greece,

Irondequoit, and Henrietta.

. Explained technical, legal, and coverage issues for high-risk and

ultra-preferred insurance policies. Ensured that documentation

submitted to 25 insurance companies was without error.

. Developed marketing and sales strategies targeting mono-line policies

for conversion to multiple-line policies, created a referral program

with 74% closing ratio, and sponsorship/fundraising programs.

. Met with insurance company representatives to build and maintain

relationships, improve loss-to-income ratios, and understand

individual company policies and products.

Customer Service 1996-1998

. Serviced accounts, wrote applications, made changes on policies, and

troubleshot customer concerns.

Elizabeth A. Ely

881 JORAN DRIVE . WEBSTER, NY 14580

585-***-**** . ablfc5@r.postjobfree.com

Community Involvement

PRESIDENT, INSURANCE PROFESSIONALS OF ROCHESTER 2003-2004

Organized and presided over monthly meetings increased membership by 30%.

Sent out personalized letters to over 50 agencies monthly soliciting

members.

Vice President, Insurance Professionals of Rochester 2002-2006

Raised funds for charities including Mercy Flight and Ronald McDonald

House.

Fundraiser, Anthony J. Solomon 2/2 Basketball Tournament 2004

Raised $9600 in 2004.

Education/Certification

BRYANT & STRATTON - ROCHESTER, NY 2002

Property and Causality Insurance

NYS Licensed Insurance Agent (Property & Casualty) Active

Bryant & Stratton - Rochester, N.Y.

Life/Accident/Health Agent Pending

Webster Schroeder High School - Webster, NY 1996

Regents Diploma

Excellent References Available Upon Request

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