Christy Poe

District Manager

Christy Poe

West Memphis, AR 72301

901-***-****

adxqxr@r.postjobfree.com

Highly motivated individual seeking a professional insurance benefits position in a fast-paced organization where excellent client-focused and management skills will be fully utilized.

Core Competencies

Knowledge on advancing insurance changes

Admirable management skills

Confident leadership skills

Effective training capability

Substantial enrolling experience

Proficient in learning and using new computer software

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Experience

Clay and Land Insurance Inc.

October 2022 - April 2023

Build and maintain strong relationships with existing clients to ensure their satisfaction and repeat business.

Prepare and deliver proposals to existing clients.

Negotiate contract terms and pricing with clients.

Collaborate with the internal team to ensure effective delivery of service to clients.

Attending networking events and other industry events to develop new business leads.

USI Insurance / Employee Benefits Specialist

October 2019- April 2021 Furloughed due to COVID

Development of new accounts

Call on Prospects using CRM

Colonial Life / District General Manager

August 2016 – PRESENT

Development of new accounts and management of ongoing accounts.

Provide direction, support, and motivation to sales team to meet quota.

Sell a variety of insurance products including voluntary benefits and health insurance to businesses and individuals.

Communicate with policy holders about their concerns with their insurance claims.

Analyze and define policies to policy holders about their advantages and disadvantages of their coverage.

Aflac / District Manager

March 2010 - July 2016

Build a strong clientele.

Supervise, recruit, and training the sales team.

Sold insurance products to businesses and individuals

Using personal presentations such as a flow chart I explained coverage options to clients.

Monitored and provided help to clients to settle insurance claims with headquarters.

The Event Party Store / Owner

July 2008 - October 2009

Manage all financial transactions and record keeping with strict attention to detail.

Verified and posted transactions to general ledger.

Reconciled and balanced accounts and computed interest rates. Generate bank deposits, verify and balance receipts.

Create invoices and track overdue accounts.

Manage payroll and prepare payroll tax returns.

Research and resolve billing and collections disputes.

Communicated with customers to address inquiries and resolve issues.

Tri-State Ironworks / Full-Charge Bookkeeper/ HR Manager

October 1994 – July 2008

Manage all financial transactions, posting debits and credits, producing financial statements, and recording all transactions.

Prepare management reports and financial summaries using Microsoft Excel detailing company’s financial status. Generate bank deposits, verify and balance receipts.

Create invoices and track overdue accounts. Manage payroll and prepare payroll tax returns.

Research and resolve billing and collections disputes.

Supported a significant increase in productivity levels by streamlining accounting processes.

Prepared and delivered to management, under extremely quick turnaround timelines, accurate monthly, quarterly, and annual financial statements.

Certifications (licenses)

Health and Life license

Education

High School Graduate, 1993

Southwest Community College– Memphis, TN

Classes no degree

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