Dee Treece Email & Phone Number

Lake Forest, California, United States

Lake Forest, CA

Laguna Woods, CA

Key representative of Las Palmas in Laguna Woods, one of SRG’s senior living communities, charged with increasing public awareness of the independent living and/or assisted living community; responsible for community relations and customer service; supports the needs of both residents and visitors to the community; also provides administrative support for.

Scottsdale, AZ

Key representative of Maravilla Scottsdale one of SRG’s senior living communities, charged with increasing public awareness of the independent living and/or assisted living community; responsible for community relations and customer service; supports the needs of both residents and visitors to the community; also provides administrative support for the.

Sand Point Office - Seattle, WA

Administrative assistant at large corporate office location, duties included assisting management and agents with time-sensitive marketing projects and mailings; responsible for scheduling and coordinating communications between agents and clients, including following up on information requests in a timely manner; also charged with answering multiple phone.

Key representative of Maravilla Scottsdale one of SRG’s senior living communities, charged with increasing public awareness of the independent living and/or assisted living community; responsible for community relations and customer service; supports the needs of both residents and visitors to the community; also provides administrative support for the.

As Marketing Director and Executive Assistant to the President and Managing Director of a financial services firm. Hosted and coordinated all meetings and corporate events for our clients and vendors; created powerpoint presentations and materials for all seminars and speaking engagements. Prioritized tasks and completed multiple projects in a time.

Consulting

Conducted professional sales and customer service training to all business lines, including supervisory and manager level employees; training increased employee’s sales by 10% and raised the quality of their sales presentations. Developed training materials, reviewed and edited existing materials for accuracy and consistency. Implemented and designed a.

Developed and maintained long-term relationships with customers and small businesses. Identified prospective customers using lead generating methods and performed outside cold calls for new customers. Built strong client relationships and provided high value-adding services resulting in a 10% market share increase. Consistently met and exceeded department.

Recruited to expand client base with Arizona insurance customers and brokers. Consistently met and exceeded expectations for increased production by 5% in one year. Developed promotional programs to optimize revenue levels and create new business. Planned events to promote growth resulting in an expansion of client base; speaker at industry events and.

Recruited to manage and grow territory and client relationships for Western U.S. Communicated regularly with regional manager for daily support and strategic planning of accounts. Consistently met and exceeded expectations for productivity and account growth. Developed promotional and training programs to optimize revenue levels and planned client.

Recruited to establish and build a client base in the Texas, Oklahoma and Louisiana. Built strong new client relationship and established more than 100 new accounts increasing production by 10%. Developed and maintained long-term relationships with agents and brokers to sell and service our products. Implemented a new incentive program and contests.

In Austin, responsible for implementing business building relationships with assigned accounts and customers. Demonstrated and customized software for clients at our event promotions and trade shows resulting in an increase in production for our clients. In Bellevue, I was responsible for marketing, sales and insurance training for a four-state area.