Devon Bates
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Devon Bates Email & Phone Number

Account and Program Specialist at Oak Street Funding
Location: Carmel, Indiana, United States 6 work roles 1 school
1 work email found @oakstreetfunding.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@oakstreetfunding.com
LinkedIn Profile matched
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Current company
Role
Account and Program Specialist
Location
Carmel, Indiana, United States
Company size

Who is Devon Bates? Overview

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Quick answer

Devon Bates is listed as Account and Program Specialist at Oak Street Funding, a company with 84 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at oakstreetfunding.com and a matched LinkedIn profile for Devon Bates.

Devon Bates previously worked as Account & Program Specialist at Oak Street Funding and Insurance Agent at United Insurance. Devon Bates holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General, 3.0 from Indiana Wesleyan University.

Company email context

Email format at Oak Street Funding

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{first}.{last}@oakstreetfunding.com
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AeroLeads found 1 current-domain work email signal for Devon Bates. Compare company email patterns before reaching out.

Profile bio

About Devon Bates

An experienced manager of sales/marketing programs and events that generate leads to build a strong sales pipeline. Thorough, efficient, strong customer service skills, organized sales and training professional with over 25 years experience in: ▪ End-User Training ▪ Volunteerism ▪ Strategic Planning ▪ Corporate Training ▪ Sales ▪ Community Relations ▪ Management ▪ Public Speaking ▪ Program Development

Listed skills include Sales, Loans, Funding, Insurance, and 12 others.

Current workplace

Devon Bates's current company

Company context helps verify the profile and gives searchers a useful next step.

Oak Street Funding
Oak Street Funding
Account and Program Specialist
Carmel, IN, US
Employees
84
AeroLeads page
6 roles · 35 years

Devon Bates work experience

A career timeline built from the work history available for this profile.

Account & Program Specialist

Current

Carmel, IN

  • Manage a value-added program designed to drive website traffic, generate leads and meet needs of customers and prospects.
  • Track website analytics, email open and click-through rates and other metrics to determine effectiveness of marketing efforts and recommend strategic changes.
  • Plan company participation in trade shows, conferences and special events. Develop strategies to attract booth traffic and coordinate pre-event marketing efforts, including emails.
  • Research key events and create annual event calendar.
  • Coordinate efforts with sales staff and ensure efficient process to follow up with contacts and build a strong sales pipeline.
  • Handle special projects for the sales and marketing departments.
Aug 2012 - Present

Insurance Agent

Indianapolis, Indiana Area

  • As a professional Insurance Agent, I specialized in providing Insurance policies that safeguard against Death, Illness, Property Damage or Theft.
  • Maintained and fully responsible for forecasting the growth and profit of an Insurance Debit book of $13 thousand dollars.
  • Collaborated with our Corporate Office and cross functioning team (underwriting, marketing, finance, operations, products and service) in order to roll out new products and to grow and sustain current book of business.
  • In 2011, met with over 200 potential clients, in person or over the phone, to explain Insurance options
  • Increased current Book of Business 11%
  • Top Book of Business agency performer four times in 2011
2009 - 2012 ~3 yrs

Agency Field Office Secretary Ii

Indianapolis, Indiana Area

  • My responsibilities ranged from assisting Agency Executive in performing advanced, diversified, confidential secretarial and administrative duties.
  • Built solid customer service relationships with State Farm agencies, their Staff and at State Farm’s Corporate level
  • Managed customer satisfaction by following up on reports, complaints, company policy and collaborating with State Farm Operations teams (sales, claims, underwriting, products and services).
  • Maintained confidential policies, sensitive information and confidential records for 160 Indianapolis State Farm Agents and their Staff
  • Gained approval from Agency Executives in developing, driving, tracked and facilitated corporate and in house promotions that resulted in increased sales
  • Organized, coordinated and implemented all aspects of business meetings, staff training, travel, award dinners, and a variety of corporate-related and community events in attendance of up to 500 people which required.
2000 - 2008 ~8 yrs

Insurance Agent

Scott Nichols Insurance Inc

Indianapolis, Indiana Area

  • Solicited new business in individual Life, Automobile Insurance, individual and Small Business Health Insurance
  • Exceeded sales goals for 1998 by 5.3%, 65 new customers
  • Exceeded sales goals for 1999 sales 5.5%, 71 new customers
  • Exceeded sales goals for 2000 sales 5.1%, 66 new customers
  • Collaborating with State Farm Operations team (sales, claims and underwriting, marketing and products and services), managed the internal and external clients, Automobile, Fire and Death claims, policy changes, policy.
  • Maintained confidential client records
1998 - 2000 ~2 yrs

Customer Service, Claim Service Assistant

Indianapolis, Indiana Area

  • Provide detailed customer service, in a fast-paced environment utilizing a custom built computerapplication and Microsoft suite of products.
  • Claim Processor
  • Provided customer service to internal and external clients
  • Improved customer service by following up after claim completion
  • Provide assistance to claim handlers by performing a variety of support services
  • Enter electronic claim information (e.g., subrogation, salvage information, and medical bill codes)
1991 - 1998 ~7 yrs
Team & coworkers

Colleagues at Oak Street Funding

Other employees you can reach at oakstreetfunding.com. View company contacts for 84 employees →

1 education record

Devon Bates education

  • Indiana Wesleyan University
    Indiana Wesleyan University
    3.0
FAQ

Frequently asked questions about Devon Bates

Quick answers generated from the profile data available on this page.

What company does Devon Bates work for?

Devon Bates works for Oak Street Funding.

What is Devon Bates's role at Oak Street Funding?

Devon Bates is listed as Account and Program Specialist at Oak Street Funding.

What is Devon Bates's email address?

AeroLeads has found 1 work email signal at @oakstreetfunding.com for Devon Bates at Oak Street Funding.

Where is Devon Bates based?

Devon Bates is based in Carmel, Indiana, United States while working with Oak Street Funding.

What companies has Devon Bates worked for?

Devon Bates has worked for Oak Street Funding, United Insurance, State Farm, and Scott Nichols Insurance Inc.

Who are Devon Bates's colleagues at Oak Street Funding?

Devon Bates's colleagues at Oak Street Funding include Susie Mceuen, Stacy Gossett, Melissa Jones, Cassie Mullins, and Jared Hawkins.

How can I contact Devon Bates?

You can use AeroLeads to view verified contact signals for Devon Bates at Oak Street Funding, including work email, phone, and LinkedIn data when available.

What schools did Devon Bates attend?

Devon Bates holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General, 3.0 from Indiana Wesleyan University.

What skills is Devon Bates known for?

Devon Bates is listed with skills including Sales, Loans, Funding, Insurance, Credit, Credit Analysis, Financial Services, and Mortgage Lending.

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