Erin Deters Email & Phone Number

Sartell, Mn

Foley, Mn

Interview and determine client eligibility for income maintenance programsMaintain complete and accurate records for clientsProcess high volumes of applications and case loadsRespond to client phone calls and email inquiriesExplain all income based programs to individualsInterpret policy and rules and apply to case based scenariosContact a variety of community resources and services for client referralsMeet performance standards and time-sensitives deadlinesCreate detailed and organized processes to ensure accuracy

Maintain professional client and community relationsSupport financial plannersSchedule meetings and maintain calendar integrityManage and develop client dataImplement client appreciation practicesAssist in company advertising and marketing functionsCoordinate company client eventsDocument income statements and billing for accountingPrepare new client materials to maintain brandingEducate and train team members on new processes and promote process improvementsAIS Planning works with motivated Individuals/Couples that value an unbiased, independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well-being.

Planned and organized various jewelry showsMaintained an organized client databaseProduced sales to meet personal monthly goalsPresented relevant marketing materials to customersEnsured customer satisfaction Researched successful marketing strategies

Sustained positive customer relationshipsPrioritized job duties effectively and exhibited efficient time management skills Remained flexible in work scheduleBuilt strong team rapport

Coordinated employee schedulesPromoted salon business objectivesDemonstrated strong written and oral communication with customers and staffManaged incoming phone calls and email notifications promptly

Observed travel agents and sales processGathered travel document information Contacted vendors for seat assignments and other requestsMonitored Park and Fly hotelsLearned about travel destination and vendor package offeringsResearched travel packages for clientsAssisted with Travel Marketing and Travel ShowsAttended Disney vendor training session Unified travel files and brochures

Supervised K-6 children with Autism and Emotional Behavioral DisordersOrganized and facilitated activities and games for groups of childrenMonitored behaviors and re-directed inappropriate behaviorsTaught inclusion skills to promote independenceTrained and oriented team members

Gained experience in the Hospitality fieldUtilized effective customer service skills in crowd controlRecognized for providing prompt, quality beverage service to guestsImplemented up-selling techniques and exceeded daily sales goalsDeveloped business practices in inventory ordering, receiving and wage cost control