Lea Sherrill Email & Phone Number

Communicate training/educational requirements to sell annuities with 60+ top insurance carriers in a specific state to independent advisors Facilitate instructional meetings regarding the use of internal systems for submitting new business such as Firelight, carrier websites, etc. Track status of pending new business applications with top insurance companiesProvide support in troubleshooting new business NIGOs for independent advisor and client Attend new business planning meetings with internal and external annuity sales consultantsEstablish and utilize working relationship with executives at carriers Advertise industry events hosted by our company via phone and email communicationsRecruit independent advisors to attend company hosted events

California, United States

Serve as sole annuity contract support for internal and external sales Manage advisor files and personal information within iPipeline systemUtilize SuranceBay to process annuity appointment contracts for independent advisors with 60+ insurance carriersNavigate outstanding contracting requirements with independent advisors

Cornelius, North Carolina, United States

Cornelius, North Carolina, United States

• Guide clients in designing and organizing various events• Attend meetings and networking events with vendors in the local wedding industry • Practice crisis management in the fluid event industry • Practice professionalism with clients • Manage office paperwork and planning

Charlotte, Nc

• Assist Event Manager in coordinating hospitality and catering services• Navigate changes in plans for the convention due to COVID-19 pandemic• Create detailed archives of planning processes executed for use during future conventions• Serve as a liaison for external groups and 10 local vendors during hospitality planning• Organize a detailed staffing plan covering five days of events for 90+ staff members• Communicate educational information to volunteers and interns through graphics

Huntersville, North Carolina

• Developed design concepts for styled shoots to promote various vendors• Attended meetings and networking events with vendors in the local industry• Assisted in preparation and execution of event elements• Practiced professionalism with client• Managed office paperwork and planning

Charlotte, North Carolina Area

• Turned over 10+ articles per semester to lifestyle editor• Managed weekly deadlines• Attended weekly staff meetings of 30+ staff writers• Promoted paper to fellow students through social media and word of mouth• Submitted monthly payroll forms with honesty and integrity based on articles produced

Sherrills Ford, North Carolina

• Hostess responsibility in 50+ table restaurant• Handled placement of customers• Practiced time management in flow of 700+ customer influx• Experienced in Focus software• Trained six new employees in Focus software

Charlotte, North Carolina

• Composed news stories, briefs, Q&As relevant to UNCC’s College of Computing and Informatics • Handled CCI’s Hootsuite account to reach various audiences on media outlets• Produced frequent posts to CCI’s Facebook, Twitter and LinkedIn accounts

Charlotte, North Carolina Area

• Observed a nonprofit organization during a period of transition• Contributed 107.5 hours over 8 weeks • Collected 1,694 donated books and 7 student sponsorships individually • Worked hands on in the warehouse and with underserved children in the Charlotte area• Networked with local nonprofit organizations like Crisis Assistance Ministry• Aided marketing and communications efforts for fundraiser event• Created infographics on Canva• Produced interactive social media content on platforms like Facebook and Instagram