Agency Consultant
CurrentModernization Resource Team (November 2023-current):• Assists agents with process adoption as the company transitions to a modernized platform by using needs based influence tactics• Analyzes weekly call data to identify and report trends and potential knowledge gaps so that business partners can strategically enhance resources and training• Demonstrates motivation and proactive critical thinking approach by identifying ways to make the agent experience better and offering potential… Show more Modernization Resource Team (November 2023-current):• Assists agents with process adoption as the company transitions to a modernized platform by using needs based influence tactics• Analyzes weekly call data to identify and report trends and potential knowledge gaps so that business partners can strategically enhance resources and training• Demonstrates motivation and proactive critical thinking approach by identifying ways to make the agent experience better and offering potential solutions to business partners• Collaborates with peers to organize resources in a central location to enable team to work more efficiently• Within a cross-departmental 30 day proof of concept project, identified a process gap that impacted an entire departmentNew Orleans Territory Agency Field Specialist (January 2022-November 2023)• Through process coaching and education, influenced agents to change behaviors to drive positive results in Digitally Enabled Agent tactics• Adopted new technologies early and offered insights to team from perspective of a former user of the tools. Helped peers understand the daily application of tools in a real world environment• Used reporting tools to identify gaps in agent office processes, coached agents towards adoption by using change management techniques, and simplifies processes for agents who struggle with technology• Effectively presented and demonstrated content regarding changes and initiatives, while relating content to the future state and focusing on positive outcomes• Built strong relationships with agents, team members and all business partners through direct, anecdotal and discovery conversations Show less