Lucas Shepherd Email & Phone Number

Williamsburg, Iowa, United States

• Provided support to help improve the customer experience.
• Proactively work on maintaining the teams workflow and made sure that high-priority items were completed, as needed.
• Facilitated weekly status update meetings.
• Reviewed and rewrote consumer-facing letter to improve overall experience.
• Assisted with web portal updates and forms to improve customer experience.

• Provided exceptional support in order to ensure that the plan administration needs of the institutional clients were being met.
• Performed a variety of tasks, including research, problem resolution, performing plan updates, and system corrections in a timely manner with a high degree of accuracy and superior customer service.
• Managed customer accounts in excess of $2 million.
• Researched issues and developed potential solutions.
• Assisted in training new account managers.

• Provided the highest level of personalized service to top tier financial advisers.
• Proactively maintained consistent and satisfactory relationships to help advisors increase sales, retention, and market share.
• Kept advisors up to date on pending business status.
• Collaborated with assigned advisors to process and monitor new business submissions, answer post-sale questions, and handle issues through to resolution.
• Gathered and provided data from administrative systems to support a wide range of information requests.

• Managed independently-owned insurance office, cultivated and managed customer relationships, controlled business inventory, and monitored sales results.
• Managed customer accounts in excess of $1 million.
• Exceeded customer service expectations to help maintain and grow sales.
• Generated sales by assisting clients with products that met their insurance needs.

• Attracted, hired and inspired top talent through coaching and developing individual strengths.
• Analyzed the business to create and communicate clear action plans.
• Developed staffing models.
• Interviewed, hired and trained employees.
• Established KPIs.
• Met sales goal expectations by providing superior customer service.

• Led, guided, taught, merchandised, sold, processed shipments, replenished and solved problems.
• Assisted Store Manager in leading strong operational processes.
• Minimized shrink.
• Drove profitability.