Riley Yates
Pocatello
Summary
Dynamic leader with proven expertise in operations and project management, honed at Elite Insurance Advisors LLC. Excelled in staff training and complex problem-solving, enhancing team performance and customer satisfaction. Skilled in fostering high-quality service delivery and efficient time management, achieving significant business growth. Demonstrates exceptional team leadership and decision-making abilities.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Overview
20
20
years of professional experience
Work History
Manager
Elite Insurance Advisors LLC
09.2023 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
Insurance Sales Producer Manager
Insure Right Insurance
07.2018 - 06.2023
- Conducted comprehensive risk assessments to determine appropriate coverage levels for clients'' unique situations.
- Monitored industry trends and regulatory changes to maintain up-to-date knowledge of insurance products and best practices in the field.
- Nurtured partnerships with industry professionals, fostering mutually beneficial referral networks that drove new business growth.
- Managed a diverse portfolio of accounts, delivering personalized attention to each client while juggling multiple priorities effectively.
- Organized and maintained accurate client records, ensuring quick access to essential information for enhanced efficiency in sales and service delivery.
Insurance Producer Manager
Farmers Insurance Company
02.2012 - 07.2018
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Worked in high-volume, competitive sales environment.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Boosted policy sales through effective communication of product benefits and features.
Customer Service Representative Team Lead
Conquest Insurance
01.2005 - 02.2012
- Provided ongoing support to team members through mentoring, coaching, and skill development sessions.
- Boosted morale within the team by organizing engaging team-building activities and encouraging open communication among peers.
- Managed escalated customer issues, ensuring swift resolution and maintaining positive relationships with clients.
- Conducted regular performance evaluations, setting clear expectations and providing constructive feedback to support professional growth.
- Increased first call resolution rates, reducing the need for follow-up calls and improving customer satisfaction.
- Implemented quality assurance measures to monitor calls and identify areas for improvement within the team''s performance.
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ11-2012
Skills
- Customer service
- Team leadership
- Time management
- Decision-making
- Operations management
- Project management
Timeline
Manager
Elite Insurance Advisors LLC
09.2023 - Current
Insurance Sales Producer Manager
Insure Right Insurance
07.2018 - 06.2023
Insurance Producer Manager
Farmers Insurance Company
02.2012 - 07.2018
Customer Service Representative Team Lead
Conquest Insurance
01.2005 - 02.2012
Bachelor of Science - Business Management
University of Phoenix
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