Bethany Wheeler
Erie
Summary
A self-motivated working professional with nearly a decade of experience as a team member, leader, and independent contractor. Highly skilled in problem solving and critical thinking with the capability to learn and distribute new information quickly. Will provide invaluable insight in a position where past experience, skills, and unique perspectives will be valued and effectively be utilized.
Overview
8
8
years of professional experience
Work History
Certified Insurance Representative
Murray Insurance LLC
01.2018 - 01.2024
- Assessed client needs and financial situations through active listening and scheduling detailed fact-finding appointments
- Educated clients on the importance of complete insurance coverage, building trust and fostering loyalty within the existing client base
- Engaged in continuous professional development, staying updated on industry trends and regulatory changes to ensure compliance and enhance service offerings
- Maintained meticulous transaction records, ensuring full compliance with company policies and regulatory standards
- Demonstrated deep knowledge of various insurance products, including policies, regulations, and underwriting guidelines.
- Developed and executed a targeted advertising campaign, resulting in a 20% increase in insurance sales through client outreach.
Swing Manager
McDonald’s
01.2016 - 01.2018
- Addressed customer concerns promptly, leading to an increase of customer satisfaction rates by 13%
- Contributed to cost reduction initiatives by identifying areas of waste and proposing practical solutions, resulting in 8% savings
- Enhanced team performance by providing regular coaching, training, and feedback sessions, resulting in increased monthly production numbers.
- Collaborated with other managers to develop long-term strategies for continuous business growth
- Ensured smooth shift transitions by maintaining thorough communication between teams
- Managed inventory effectively, reducing out-of-stock events to 0%
- Oversaw equipment maintenance schedules to minimize downtime and improve production efficiency levels by 2%
Education
High School Diploma -
Central Technical High School
Erie01.2015
Skills
- Scheduling
- Google Workspace/Suite
- Self-Motivated
- Computer Hardware
- High Processing Speed
- Sales
- Conflict Resolution
- Rapport building expert
- Detail-oriented documentation and compliance
- Proficient in administrative operations
- Proven ability to enhance customer satisfaction
- High proficiency in Microsoft Office software
- Project Management
- Effective written presentation and messaging
- Executive decision-making and oversight
- Efficient resource and personnel management
- Skilled in cross-functional teamwork
- Rapport building expert
- Knowledge of all basic communication tools; Microsoft teams, Zoom, etc
- Proficient in troubleshooting and creative resolution
Professional Certifications and Licenses
Property and Casualty Insurance License
Timeline
Certified Insurance Representative
Murray Insurance LLC
01.2018 - 01.2024
Swing Manager
McDonald’s
01.2016 - 01.2018
High School Diploma -
Central Technical High School
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