Francesca Jackson Email & Phone Number

-Work on the front-line supervising sales representatives-Offer coaching, support and opportunities to help employees progress-Review risks, assess applicants and make impactful financial decisions-Life Company Liaison -Excellent written and verbal communication skills-Ability to lead and motivate others-Strong interpersonal skills-High achievement drive

• Facilitate sales and service calls for High-Value Property & Casualty insurance policies using communication and computer skills, resulting in providing service for 100+ members weekly. • Identify and manage existing and emerging risks using organizational skills and teamwork, decreasing incidents by 50%.• Utilizes a consultative approach to identify and manage existing and emerging risks, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.• Facilitates presentations to teams on best practices and efficiency. • Supports business objectives by achieving individual product acquisition goals.• Gathers information and conducts research to support issues and process activities while exceeding QA expectations.• Promotion to Account Manager I

• Receives and fulfills member service requests for all complex life insurance, annuity, and health policy changes through various member contact channels to include HAL and ALIP systems. • Ability to build rapport and recognize verbal cues to meet needs through products or services. • Assisted with process mapping activities for process improvement. • Supports business goals by achieving individual referral and product acquisition goals. • Adheres to technical and compliance procedures while maintaining 95% QA average. • Created Stop State worksheet & De-Escalation PowerPoint for the department to minimize QA errors & manager escalations. • Participated in the delivery of contractor/new hire training and onboarding. • Provides coaching and daily guidance to peers. • Served as team leader for weekly team agenda, team meetings, and huddles. • Promotion to Life & Health Service Specialist II • PULSE POC for both Life SMS and FASG for two consecutive years.

• Identifies member events to provide solutions on products, close on product sales, or refer to appropriate department to meet the member's needs and facilitate the member's financial security. • Deepen and retain member relationships through needs assessment and solution offerings from USAA products and services. • Embrace USAA core values with members, co-workers & community. • Diversity & Inclusion, and Recognition POC for Evans District

Hagåtña, Guam

• Assisted clients’ needs with bank product/services • Wire Transfers • Currency Transaction Reports • Trained new personnel • Provided support in all areas of the branch such as: safe deposit activity, Automated Teller Machine (ATM), Vault, reviewing various reports for audit purposes, and complying with circulars and policies.