Heather Roach Email & Phone Number

Peoria, Illinois Area

• Managed and retained a book of business with over 300 clients per month• Conducted detailed needs analysis to accurately evaluate client's exposure and insurance situation• Presented available options from nationwide carriers to clients to cross-sell insurance coverage• Addressed client's needs and compliance concerns at renewal period and handled all incoming questions and concerns throughout policyperiod• Handled a high volume of inbound and outbound calls, processed customer payments, and worked closely with underwriters• Achieved 100% retention for a $6 million book of businessfor multiple years and received recognition in the "Chairman's Club" for exceptionalemployees from 2018-2022• Demonstrated strong multitasking skills and the ability to quickly pivot from one task to anotherBuilt and maintained customer relationships, resulting in a continued 100%+ retention rate, of a $5.5million book of business. • Managed and retained a book of business with over 300 clients per month• Conducted detailed needs analysis to accurately evaluate client's exposure and insurance situation• Presented available options from nationwide carriers to clients to cross-sell insurance coverage• Addressed client's needs and compliance concerns at renewal period and handled all incoming questions and concerns throughout policyperiod• Handled a high volume of inbound and outbound calls, processed customer payments, and worked closely with underwriters• Achieved 100% retention for a $6 million book of businessfor multiple years and received recognition in the "Chairman's Club" for exceptionalemployees from 2018-2022• Demonstrated strong multitasking skills and the ability to quickly pivot from one task to another

Peoria Heights, Illinois, United States

Worked to assist the marketing team to gain information about potential customers. Reaching out to prospects with cold calls, emails, and mailings to obtain pertinent information and recording information to share among marketing and sales managers. Collected data from internal and external sources to correct data on existing client records for improved communications. Prepared a weekly report for department manager(s) on analysis of the campaign details and information obtained using Excel. Showed strong attention to detail and organizational skills with proficient written and verbal communication.

Peoria, Illinois Area

Scheduled and directed staff in daily work assignments to maximize productivity, effectively resolved problems or concerns to the satisfaction of all involved parties, developed and maintained exceptional customer service standards, ensured proper cleanliness was maintained in all areas of the business, served patrons and kept them entertained, building a regular and returning customer base. Altered bar menu and associated snack menu depending on season, holiday, and vendor promotions. Remained knowledgeable of local, state, and federal laws for legal compliance.

North Pekin Il

Case management of families in crisis, at risk of losing custodial rights. Developed strong relationships with families in order to provide support, and training to assist parents in meeting the needs of their children, and enhancing parents' role as the primary influence on their child's development. Assessed needs of clients with family members to determine what services would best meet their needs, and their eligibility for assistance programs and services. Organized and scheduled court ordered supervised visitations with families, kept accurate documentation of interactions and conversations of these visits to aid in court hearings.

Peoria, Illinois, United States

Managing a busy classroom of 25 students. Provided the structure and discipline required for successful learning for everyone in the classroom. Engaging interacting and educating students with self-developed lesson plans also while following guidance from state and local health authorities

Bachelor Of Business Administration (B.B.A.), Business/Marketing

Activities and Societies: Phi Beta Lambda

Associate Of Arts And Sciences (A.A.S.), Elementary Education And Teaching