Danielle Gadd
Erie
Summary
Proven ability to streamline office operations and provide exceptional support to executives and teams. Demonstrated organizational and multitasking skills to manage complex schedules and administrative tasks efficiently. Track record of efficiently handling scheduling, correspondence, and document management.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Director Operations
Ye Ole Sweet Shoppe
United States
08.2024 - Current
- Directed daily operations within bakery, ensuring seamless coordination and efficient task execution.
- Implemented training programs to empower team members, fostering a dynamic and supportive work atmosphere.
- Managed execution of operational strategies and policies aimed at driving productivity and growth.
- Developed and maintained strong partnerships with vendors, suppliers, and key stakeholders to optimize operational alignment.
- Collaborated with vendors, suppliers, and stakeholders to develop and finalize contracts and agreements that enhance operational efficiency.
Life Insurance Underwriter I
Erie Insurance Group
United States
08.2022 - 07.2024
- Conducted thorough analysis of data and research to support underwriting and re-underwriting of life applications.
- Coordinated efforts with agents and vendors to evaluate applications effectively, focusing on improving underwriting efficiency and ensuring rapid turnaround for clients.
- Enhanced agent engagement by providing comprehensive explanations of complex health conditions and their potential long-term impacts on risk assessment.
- Documented underwriting decisions to maintain compliance with applicable regulations and support risk management efforts.
Life Customer Advocate
Erie Insurance Group
United States
02.2020 - 08.2022
- Consistently delivered results that exceeded monthly targets, reflecting a strong commitment to customer feedback and satisfaction with a rating of 9.38 or higher.
- Implemented strategies to achieve first-call resolution, significantly improving eService satisfaction for customers and agents.
- Managed lever operations for LFRT while coordinating with answer team to address customer inquiries effectively.
- Identified and proposed more than 10 process enhancements to optimize customer and agent interactions.
- Oversaw two life training classes, guiding participants through structured mentorship programs. Fostered an environment conducive to personal growth and skill enhancement.
- Lever for LFRT (Call center special answer team)
Licensed Insurance Agent
Bankers Life Insurance Company
Erie, Pennsylvania, United States
12.2016 - 01.2020
- Led training initiatives focused on cold calling strategies and client appointment management. Facilitated educational sessions for groups of 3-12 agents on company-specific product knowledge. Developed training materials to enhance agent performance and product understanding.
- Achieved Speed Agent (Processed 50 applications in my 1st three months as an agent).
- Identified and developed strategic cross-selling opportunities within insurance products, including Medicare, long-term care, critical illness, life insurance, and annuities, to enhance client offerings.
Education
Associate of Science - Medical Coding and Billing
Fortis Institute
United StatesSkills
- Organizational time strategies
- Strong organizational abilities
- Customer Support/Service
- Microsoft/Excel Proficient
- Insurance
- Customer retention strategies
- Training/Teaching
- Effective leadership
Affiliations
Certified Erie Ambassador by the Erie Regional Chamber
Certification
- Life, Accident, Health, Property and Causality license.
Timeline
Director Operations
Ye Ole Sweet Shoppe
08.2024 - Current
Life Insurance Underwriter I
Erie Insurance Group
08.2022 - 07.2024
Life Customer Advocate
Erie Insurance Group
02.2020 - 08.2022
Licensed Insurance Agent
Bankers Life Insurance Company
12.2016 - 01.2020
Associate of Science - Medical Coding and Billing
Fortis Institute