Anne Ray, Cic, Cisr, Aai, Ains, Fscp Email & Phone Number

Austin, Texas, United States

- Mastered four virtual system and three sales modules to facilitate Allstate’s new quoting software in groups with 250 participants. These modules adopted throughout the enterprise.- Identified and improved learning processes leading to overall success of agency system adoption.- Created structured job aids illustrating different ways to quote and bind business which later became enterprise wide learning models.- Revised curriculum to keep up with changes being made to the system.- Coached agents and their staff members to incorporate Allstate’s new sales and quoting processes aligning more closely with customer needs. - Created and maintained weekly virtual training schedules using Fugent aligning with regional office SME’s recommendations.- Reinforced agency’s learning while closing any educational gaps via Skype and Zoom.- Managed report completions, track and record live sessions to regions and Home Office using AllConsult (CRM).- Mentored new team members to Allstate’s systems or sales process.

Bothell, Wa

- Facilitated agent classroom education sessions including product knowledge, compliance, processing and lead management systems, sales skills, and accurate quoting for new exclusive agents. - Sales skills coaching one-on-one and in group settings.- First in country to team up with Home Office to design a new agent virtual curriculum that included the automatic quote grading tool with a 90% satisfaction rate.- Collaborated with Home Office in the design and development of Allstate’s ground up virtual agency staff binding curriculum using Blackboard as the new platform. Led the team in the redesign of Northwest Region’s virtual curriculum to ensure it was state specific for our five-state region.- Team leader in expanding agency’s knowledge of quoting by developing a virtual auto and property quoting program. - Billing SME for the Northwest Region. - Developed and facilitated weekly webinars on WebEx that highlighted new underwriting, product implementations, and trusted advisor changes.- Achieved successful launches of new exclusive and independent agencies. - First point of contact for new independent agencies to bolster quoting activity and sales by conducting virtual workshops via WebEx, answering qualification questions via inbound and outbound phone calls, and in office visits.- Conducted 124 virtual exclusive and independent agency consultations in 2019 with topics including the trusted advisor diagnostic tool, compliance, cross quote/bundling, and Allstate Life and Retirement product knowledge, customer qualification and issuance. - Lead agency customer advocate for resolving complex customer concerns interfacing with multiple departments.

Bachelor Of Arts, Linguistics

Associate Of Arts, Liberal Arts And Sciences/Liberal Studies

Associate Of Arts, Legal Administrative Assistant/Secretary