Michelle Jerde Email & Phone Number

Virginia Beach, Va, Us

Minnetonka, Mn

Relationship management, emphasis on large customer base both internal and externalProviding exceptional customer service, focusing on customer retentionMulti-tasking,ability to prioritize, assess the situation and problem resolutionIdentifying new sales opportunities and creating new marketing plansCoaching fellow team members on upselling and closing strategies

Golden Valley, Mn

Answered 50 to 75 calls daily ,ability to prioritize and multitask a mustExcellent written and verbal communication, both internal and externalIllustrated and promoted investment scenarios for more than 15 product linesIncorporated and targeted marketing campaigns to field agentsEstablished and monitored sales goals for agents

Golden Valley, Mn

Developed the asset transfer area and created written policy proceduresResponsible for the expedited completion of all individual block transfersSales technique generated more than $20 million in assets under managementBuilt lasting relationships with registered representatives

Golden Valley, Mn

Managed an administrative service team charged with all underwriting, claims, product development, commissions and complianceProvided successful conflict resolution and change management during several physical moves and system conversionsAssessed need for additional staff, approval and assisted with selection of new team membersQuality training and coached management staff

Richfield, Mn

Responsible for all aspects of marketing and service for auto, life, home and health Created and managed consistently effective consumer marketing campaigns and Materials which resulted in seven straight years of more than 15% annual growthIdentified new sales opportunities by conducting financial needs analysis for clientsSuccessfully evaluated and paid claims with expediency and compassion

Ba With A Minor In Sustainable Communities/Community Development

Education record

Education record