Cassie Best Email and Phone Number

I am honored to have the privilege of helping families build generational wealth through the power of knowledge + real estate! - If you are looking to buy, sell, or invest in real estate let's have a quick chat to see how I can help :)- If you are in a place where buying a home seems out of reach let's have a chat to devise a plan to make that dream a reality <3- If you know someone who has mentioned buying, selling or investing in real estate then send them my way to see how I can help serve them!- If you own a home and need help with vendors give me a buzz because I have a portfolio of vendors I partner with so no sense in spending your valuable time searching when I'm a call or text away.Seriously, I am happy to help I'm merely a call or text away! Cassie Best239-398-1173

- Collaborated closely with Sales to ensure strategic alignment with new customer capture as well as additional expansion opportunities with established customers in support for account growth.- Fully understood customers’ individual business goals and KPI’s and how they related to their use of the software which ultimately resulted in an optimized and proactive approach to monitoring and resolving implementation and/or support issues.Analyzed learning gaps to create employee and client training that directly impacted the company’s bottom line by efficiently moving customers along the lifecycle from adoption to proficiency with the BriteCore product suite.- Continuously partnered with the implementation team during customer on-boarding to ensure a smooth post-go live transition as well decreasing the time from signing to go-live.- Designed, developed, delivered and evaluated learning for internal employees and customers focused on strategic alignment of business goals and customer satisfaction.- Utilized an ADDIE & Agile project management style to create training courses that stay relevant while maximizing transfer of knowledge of our software in the least amount of time, ultimately decreasing time from hire to contributing employee. - Partnered with Sales to proactively identify the opportunity to cross-sell and upsell already established customers, which increased a customer's lifetime value for the company.- Effectively presented in-person and virtual demos to help customers understand the benefits of the product and how the product directly impacted the customers’ ability to achieve their goals.

- Successfully built strong relationships with customer contacts from employee to c-suite executive levels which increased the ability to properly train and support customer needs.Separated confusion of intended behaviors from bugs and escalated issues appropriately.- Proactively communicated maintenance updates, new releases, project events, as well as acted as primary point of contact for customer support ticket escalations between customers, product engineers and project managers.- Assisted with product documentation and alignment across internal and external stakeholders. Regularly worked cross-functionally with Sales, Customer Support, Product Engineering and Services teams to resolve customer support issues and drive a successful customer relationship.- Made database changes as needed via SQL to resolve minor issues which mitigated the need to escalate to engineers and increased customer experience due to faster resolution times.- Solved issues with the use of Python scripts, as well as performed manual QA testing for PRs.

• Effectively generates new client relationships and maintain existing client relationships by identifying and capturing market opportunities.• Analyzes client data, evaluates needs and helps create effective risk management solutions designed to meet clients’ financial goals.• Manages and assists in the market strategy of new and renewal business for commercial lines.• Continuous and successful track record of building and maintaining relationships with industry contacts, engaging in networking events and/or through referrals from current accounts.

• Managed the sales and customer service teams and implemented processes that allowed for a transparent environment and assisted leadership in identifying training opportunities to help team members be successful in their roles.• Acted as the primary operations lead, facilitated sales meetings and communicated pertinent information and recommendations to leadership directly.• Identified areas of opportunity to improve the firm, business segments, and efficiencies for processes and brought issues and discrepancies to appropriate leadership.• Delivered employee training and provided developmental tools needed to be successful in customer experience.

• Demonstrates the ability to take ownership of workload and challenging assignments while being flexible.• Effectively works in a setting that requires a sense of immediacy, ability to manage competing demands, and receive criticism and constructive feedback while maintaining adaptability.• Handles and owns claims, including making coverage and reserve decisions, and reviewing work for accuracy.• Determines coverage through analyzing investigation data and policy terms, as well as negotiates settlements.• Successfully meets the established metrics set forth by leadership within the business unit. • Maintains accurate and current claim file documentation throughout the life cycle of claim cases, as well as maintains accurate and current communication with insured/claimant to ensure Company and legal compliance.

Established independent agency with 15 appointments, grew by more than 100% year over year with an overall retention rate of 89% achieved. Successfully sold to another agency in 2016. • Utilized strong interpersonal skills to build rapport with prospects and existing clients which increased closed business sales by more than 200% from year end 2013 to year end 2014.• Handled the resolution of issues related to client accounts, servicing and maintaining renewals with current retention rate of 92% as of 2015.• Responsible for identifying prospects, quoting and negotiating policies while advising new and renewal clients on insurance protection and coverage in order to meet monthly sales goals.• Cultivated new business for personal, commercial and group policies through cold calling, referral follow-up and networking in professional organizations.• Applied analytical skills to understand complex coverage details and advise prospective customers of coverage that would suit their specific situational need.• Solid organizational skills and effective time management contributed to continuously driving sales and meeting/exceeding production goals.

Assisted State Farm agents and their management teams with marketing efforts by acting as a resource for direct mail, advertising, sponsorships, social networking and other marketing avenues. Facilitated classroom, in-office, and virtual trainings on software systems, and marketing practices.• Effectively executed business insurance best practices and standard work through the coordination of virtual and on-site training of assigned group of agents and their staff.• Generated bilingual (Spanish/English) content for traditional and new media channels.• Managed the execution and evaluation of marketing efforts exceeding $1 mil in budget dollars for the region.• Facilitated agency reviews and assessed training and development needs for agencies and then effectively executed the coordination and facilitation of most technical training applications which directly impacted sales.• Assisted with budget planning and management for ongoing campaigns both regionally and nationwide. • Supported State Farm Agents in the implementation and evaluation of initiatives, gave actionable feedback, shared best practices and served as an advocate and information source for designated market areas. • Devised marketing campaigns with the goal of increasing product awareness and increasing sales and profits.

Effectively worked in an autonomous virtual environment to successfully source, recruit, interview and onboard 300+ positions annually in a wide range of roles. Partnered with colleges, universities and community organizations to develop talent sources and relationships to brand State Farm as an employer of choice.• Leveraged sourcing strategies which included the applicant tracking system, the internet and job boards, social media, and networking within professional and niche organizations to staff enterprise-wide. • Executed full lifecycle recruiting components including, but not limited to, developing the search strategy, sourcing diverse range of applicants, prescreening, testing, and interviewing and salary negotiation in order to attract, evaluate, develop and qualify candidates. • Proactively and continually sourced, developed and maintained an effective pipeline and network of diverse talent within a virtual recruiting environment across multiple time zones.• Built relationships and led conversations with hiring managers and interview teams to develop staffing and workforce planning strategies on an annual basis nationally and on a multi-location level.• Proficiently utilized the applicant tracking system (PeopleSoft/Taleo) to manage the selection, offer, negotiation and closing involved in moving the candidate through the various systems and processes.

• Recruited by General Manager for Account Executive role based upon high quality customer service and proven relationship building abilities.• Increased business by $52,000 annually within first month by securing three contracts for ad spaces that had not been sold in more than a year.• Cultivated new business through cold calling, referral follow-up and current account expansion.• Built relationships with advertising agencies through the delivery of high-impact sales presentations.