Christopher Lambert Email & Phone Number

Green Bay, Wisconsin Metropolitan Area

-Leading thorough needs assessments for clients, identifying coverage gaps and providing tailored insurance solutions to mitigate risks and achieve financial objectives-Consistently surpassing targets and achieving exceptional sales performance, by evaluating client risk needs and assumptive closing techniques, resulting in high performing agents list for most of 2020-2024 as well as currently in the top 10 sales agents in line to qualify for an achievement incentive trip-Providing clients products across multiple insurance providers inside and outside the enterprise as part of agency partnerships, leading to year-end premium written increasing over 50%-Participated in multiple pilot programs regarding process enhancement, new product launches, cross-department collaborations, and risk reduction, reducing product issues and improving agent satisfaction-Performed and led various business resource group events on diversity and inclusion, living with social awareness, LGBTQIA+, and racial justice over enterprise webinars and via leadership reach out sessions, giving staff more points of contact and access to education resources-Partnered with in-house underwriters to gain an in-depth scope of underwriting appetite and abilities, along with expanding connections between new business and growth needs, limiting intake of unprofitable business risk by 25% and reducing underwriting review time-Support new and existing team members with day to day operations, training, onboarding, systems support, and team leadership, improving team productivity by 30% and reducing external helpline requests by 45%

Manitowoc, Wisconsin

-Advised and guided clients on financial products and services, resulting in increased customer satisfaction and retention rates by 15%-Conducted comprehensive financial assessments to evaluate clients needs and goals, and recommended tailor-made solutions, such as insurance, portfolio management, credit improvement strategies, loan solutions, and personal accounts, leading to a 25% increase in customer conversion-Collaborated with the local technical college to render credit and financial assistance and advice for staff and students regarding establishing, growing, and maintaining good credit and banking habits along with follow-ups on progress, with 5 students able to improve credit scores from low 500's to high 600's by year end

Green Bay, Wisconsin

-Trained and mentored a team of 5 tellers, facilitating their professional growth and development via 1x1 coaching, observations, and leadership support, improving overall branch efficiency metrics by 20%-Carried regular audits of teller drawers and vaults, identifying and resolving discrepancies promptly, reducing cash variances, and coaching for best practices based on teller performance, increasing branch audit compliance scores by 40%

Green Bay, Wisconsin Area

Locations served at both Marquette, MI and Green Bay, WI-Processed and verified customer transactions accurately and efficiently, ensuring a balanced cash drawer at the end of each shift-Catered exceptional customer service by resolving inquiries, addressing concerns, and recommending banking products and services to meet individual financial needs, bringing increased banker walk over traffic by 3 per day-Collaborated with team members to efficiently complete daily tasks such as opening and closing the branch, holding security protocols, and reconciling cash deposits

Marquette, Michigan

Cross sell productsAssist customer needsCashierAchieve sales qoutaInventory stock

Antigo Wi

Antigo, Wisconsin

Education record

Activities and Societies: National Honor Society High school band Prom committee student body attendee fundraising organization foreign.

Business, Management, Marketing, And Related Support Services

Activities and Societies: LGBT community student life activities safe ride home project Safe Zone