Justin Lyle Email and Phone Number

• Contact clients about their updates on their policies.• Contact carriers to discuss new updates on clients’ policies.• Utilize Pivot Tables in Excel for organization for clients to use and send back to me.• Am on the fast track to become a Client Service Manager.• Assists with setting up feasibility studies.• Supports Client Service Managers for team success.

• Trained new employees on processes and procedures• Entrusted with a key to the business and access to the safe for opening and closing purposes and the processing of the daily finances such as tipping out servers, cashiers, and cooks, and securing the cash at the out enough cash for the day• Part of a management team that increased our health score by 37.14% within a month• Created and implemented a new procedure that streamlined product production and decreased wait time by approximately 40%• Designed and implemented specific training procedures for new employees.

• Completed courses designed to teach about financial advising.• Gained knowledge in business and marketing plans.• Learned how to solve retirement, estate and business planning, and income protection

• Completed production orders within deadlines, loaded items onto conveyor, picked and packed orders ensuring accuracy and verifying quality, assembled product as needed, worked well with others to ensure time efficiency and clear communication.