Emily Runyon Email & Phone Number

Monticello, Minnesota, United States

Managing Perm and Term New Business cases.

St. Cloud, Mn

I serviced over 400 clients with a wide range of financial needs. Organizing and preparing appointments and processing various follow-up tasks. Answered clients’ questions regarding their accounts, financial plans, and profiles.Assisted a Financial Advisor with any of her business requestsFacilitated and coordinated software changes in the office Built more efficient processes for our day-to-day work flowI am proactive and dedicated to the helping other peopleExcellent organizational and time/task management skill with the ability to prioritize tasks and to operate with changing prioritiesSelf-starter with the ability to perform with little or no supervision

Maple Grove, Mn

Service Specialist – Permanent and Temporary Life InsuranceEffectively managed all incoming work daily; processed new business life applications, consistently met all service level agreements while maintaining a high level of production and quality. Updated client data into the systems and structured new life insurance policies to meet the broker requests. • Utilized strong computer skills used to process the needed requirements for Permanent and Temporary applications meeting the service level agreements in place.• Developed a thorough understanding of processing procedures and prioritized the work flow.• Identified and implemented efficient processing procedures.• Acquired a solid knowledge of the various product offerings, state and federal regulations, and the criteria needed to add policy riders (added features).• Excelled with internal and external customer service and constantly exceeded productivity goals.• Skilled at following up on emails and phone calls internally and externally in a courteous and a professional manner. Maintained a great working relationship with colleagues in various departments.• Researched a four month project for past life insurance coverage to ensure the clients are not over insured and was recognized by a Special Achievement Award for the implementation of this project. • Easily adapted to the change in managers and various leadership styles.• Received numerous Thank You awards from co-workers for teamwork, processing improvements, and organizing procedures and job aids.• Received several On-the-Spot awards from various nominations across the department and field sales staff.• Routinely assisted co-workers with processing questions, computer enhancements, and was a strong resource of information for any changes and updates to processing and products.

Various Locaitons In Mn

Assistant Manager - Retail • Deescalated customer issues by defining the problem and analyzing possible solutions to retain the customer.• Monitored and managed store operations, marketing, sales, and inventory levels.• Mentored and trained new employees with constructive feedback to effectively accomplish tasks.• Assisted the pharmacy at peak times of business.

St. Cloud, Minnesota Area

Supervisor – Cashier, Service Desk and Cart Attendants • Supervised employees in the areas of cashiering, service desk, and cart attendants.• Conducted interviews, evaluations, and areas of employee improvement.• Promoted from a cashier.