Lisa Gjerde *** *rd Ave NW, Mandan, ND ***** 701-***-****

Professional Experiences

Business Manager – Memory Lane Auto Restoration 11/2017 to Present. In charge of all customer billing, collections and deposits. Interview potential employees, and conduct employee performance reviews. Coordinate employee benefits and administer payroll. Perform social media marketing, and miscellaneous advertising.

Manager Level 3 – North American Senior Benefits 08/01/2015 to 11/2017. Final expense sales and service, as well as managing an agency of independent sales agents.

Territory Manager - Combined Insurance 06/2012- 04/2013. Insurance sales, Manage, train and recruit agent sales force.

Marketing Specialist – American Family Insurance, Mark Burke Agency –Bismarck, ND

02/2012 – 06/2012 Market existing book of business to gain multi-line growth within established accounts. Market cold leads from purchased vendor lists. Conduct Personal Insurance Reviews with existing accounts. Produce Property/Casualty, Life sales and service.

Regional Training Instructor - American Family Insurance, Madison, WI August, 2005 – May, 2010.

Meet with corporate and sales management to establish the educational gaps and training needs of our customer (corporate or field), using "Human Performance Improvement" (HPI) principles to determine a results based approach, to best fill the gap or need. Select and utilize the appropriate mode of delivery i.e. classroom, on-line modules or Web-Ex sessions. Design and develop deliverables to get results and train corporate as well as field (new and current agents and staff) in product knowledge, systems, sales and corporate initiatives, using facilitation, performance based learning and 4Mat skill sets.

Education

Langevin: Advanced Instructor Techniques 2008

4Mat and Performance Based Training 2008

Ed Jones: Beyond Train the Trainer 2006

Ed Jones: Train the Trainer 2005

Multiple American Family Education Division Courses 1991-Present

LUTC Personal Lines 26 week Workshop 1992

Pro-Source Life, Health, Property and Casualty Licensing 1991

Lloyd High School, Erlanger, Kentucky 1979

Professional Accomplishments

Developed and coordinated the Dakota’s State-wide Staff Convention, 2006, 2007, 2008 & 2009

Trained in the use of Web-Ex applications and implemented this on-line training tool in a variety of training opportunities; such as new product or system rollouts, STP Property classes, Introduction to Commercial Lines and ISO BOP classes and DM Meetings. Served as unit WebEx mentor to our corporate education unit, training peers to use WebEx.

High Deductible Health/Umbrella Staff Campaign resulting in 148 HDHP apps worth $401,867 in premium and 210 Umbrella apps worth $43,295 in premium to the States overall sales, 2006.

Lines Per Household Staff Campaign resulting in a overall State increase of 869 new lines per household during the 3 month campaign, 2006.

Conducted 56 DM Modules through- out the Dakotas in 2006

Coordinated and managed the District 50 Contact the Customer Program in a district of 33 agents and 80,000 policyholders.

Trained agents and licensed staff in and out- side the office for 5 years.

Assisted in the process of hiring new CSR’s and Agents, by conducting initial screening and interviews.

Proficient in Micro Soft Word, Excel, Power Point, Internet Explorer, Micro Soft Outlook, Business Objects and WebEx.

Guest instructor at MN State Agency Growth Seminar in 2003.

Implemented the State of Iowa’s Contact the Customer Program, including hiring, training and managing the telemarketing team. March, 2002-November, 2003.

Presented Contact the Customer Program to entire state of Iowa, January, 2002.

Implemented and managed the Contact the Customer Program in Minnesota District 52, 2001-November, 2003.

Guest Presenter at the NW Regional Sales Management Conference on Agency Marketing Programs, 2001.

Panel member for Large Agency Seminar, Eden Prairie State Office, 2000.

Awards

Life Persistency Sales Award

Peak Harvest Awards - Farm/Ranch

Gold Key Awards - Commercial

AFLIC Awards - Life

Top 5 Profit Leader in state

References available upon request.

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