Customer Service Financial Services
Resume:
Alan Wayne Rachesky
Port Orange, Florida 32128
INTRODUCTION:
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 Management
EXECUTIVE CAREER HISTORY:
December 2003 to 2020: Allstate Insurance Company Exclusive Agency Owner
Represented 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, Chairman’s Club and Leader’s 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 Advisor
June 1984 to August 2001: Pediatric & Adolescent Medicine Clinic - Manager
Planned, 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 - Sergeant
Reorganized 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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