Sherletta Germain Email & Phone Number

Flint, Mi, Us

• Maintain accurate records of board meetings, including minutes and key decisions, ensuring documentation accessibility.• Facilitate communication between board members, community partners, and volunteers to align on initiatives and events.• Assist in organizing breast cancer awareness walks and outreach programs, managing logistics and community engagement.

Temple Terrace, Florida, United States

As the host of The Abundance Blueprint podcast, I collaborate with Dr. Danielle Wainwright to lead a financial literacy campaign that empowers individuals, businesses, churches, and nonprofits. My role encompasses delivering financial education, personalized insurance solutions, and community engagement while managing back-office operations and staff training.Key Responsibilities:- Financial Literacy & Community Engagement: - Produce and host episodes of The Abundance Blueprint, focusing on financial strategies, insurance insights, and wealth-building topics to foster financial empowerment. - Lead workshops and participate in community events, providing accessible financial education for churches and nonprofits.- Insurance Solutions & Client Services: - Provide tailored life insurance, chronic illness coverage, and key employee insurance for clients, from individuals to small businesses. - Guide clients through complex insurance options to ensure they receive personalized coverage that meets their needs.- Onboarding, Training & Recruitment: - Oversee the onboarding and training of new employees and staff, equipping them with the tools and knowledge needed for success. - Recruit and mentor new insurance agents, cultivating a team dedicated to providing exceptional client service.- Operations & Marketing Management: - Coordinate content, social media, and marketing efforts to grow our audience and enhance Wainwright Life Solutions' visibility. - Manage guest scheduling, back-office tasks, and promotional strategies to ensure smooth operations and maximize our impact.Balancing content creation, community engagement, and team development, I am committed to helping others secure their financial futures. Let’s connect to discuss how our expertise in financial literacy and insurance can support your goals.

At RateQuote Direct, I specialized in individual health insurance sales, with a focus on primary and ancillary products. Consistently a top performer, I achieved the top agent position on my team and ranked third in the department. Working under an exclusive contract with BlueCross BlueShield of Michigan, I developed an in-depth understanding of complex benefit structures, which enabled me to provide customized, consultative guidance to clients.Achievements:Exceeding Sales & KPI Targets: Consistently surpassed monthly KPIs, including conversion rates, ancillary attachment rates, and customer satisfaction. I maintained a 35% conversion rate on qualified leads and achieved a 20% ancillary product attachment rate, well above department averages.CRM Expertise: Utilized Salesforce (or other CRMs) to track client interactions and manage my sales pipeline, ensuring accurate data and timely follow-ups. Effective CRM management contributed to a 15% increase in client retention and facilitated seamless communication across the sales team.Customer-Centric Consultations: Guided clients through evaluating their healthcare needs, clarifying complex policy details, and selecting the best-fit plans. This consultative approach led to high customer satisfaction scores, averaging 95%, and boosted client loyalty.Quality & Compliance Standards: Consistently met quality assurance benchmarks, achieving a 98% compliance rate for schedule adherence, call quality, and attendance. My adherence to these standards underscored my reliability and dedication to service excellence.Sales Metrics: Drove sales success with an ancillary attachment rate of 20%, regularly cross-selling additional products, and maximizing revenue opportunities. My commitment to continuous learning through sales training also led to a 25% improvement in cross-selling results.This role enhanced my expertise in health insurance and refined my sales strategy, CRM management, & customer service approach.

Tampa, Florida, United States

In my role at USI, I delivered tailored support to small employer groups, taking a client-centric approach to understand and address individual needs. Managing a diverse book of business with both fully insured and self-insured clients, I provided hands-on guidance throughout the renewal process and ensured an efficient, seamless experience from start to finish.Key Responsibilities & Achievements:Comprehensive Client Management: Oversaw a portfolio of small businesses, catering to both fully insured and self-insured groups. My ability to manage diverse client needs showcased my proficiency in handling complex benefit structures and providing a wide range of services to meet each client’s unique goals.Renewal Process Expertise: Led the renewal process for clients, including tasks such as rate shopping, contract setup, and strategic marketing. By delivering precise and timely renewal services, I contributed to the success of client engagements and ensured satisfaction for both employers and employees.Cost Optimization & Financial Guidance: Conducted cost reduction meetings with clients, proactively engaging in discussions to explore strategies that optimize financial outcomes while preserving the quality of employee benefits. My insights allowed clients to make informed decisions and achieve their benefit goals within budget.Educational & Informational Client Meetings: Facilitated employee benefits meetings, where I educated clients on available options, industry best practices, and regulatory compliance. These sessions helped clients better understand their options, enabling them to make well-informed benefit choices for their employees.Benefit Changes & COBRA Administration: Managed all aspects of benefit administration, including plan changes, requests, terminations, and COBRA assistance. This end-to-end support was crucial in maintaining seamless benefit transitions and ensuring compliance with applicable regulations.

Tampa, Florida, United States

Small Business & Client Relations: Addressed the insurance needs of businesses with 2-50 lives, engaging with HR managers, business owners, and key decision-makers for customized solutions. Creating tailored recommendations to provide proactive solutions that aligned with their goals and budgets.End-to-End Sales Cycle Management: Managed the full sales cycle for new business, renewals, and plan changes. Electronic submissions/E-signatures for hundreds of companies. Accelerated the sales cycle and increased satisfaction for small business clients.Third-Party Administration (TPA) & COBRA Assistance: Coordinated TPA assignments and provided COBRA assistance, ensuring compliance with regulatory requirements and offering additional support to clients navigating the complexities of employee benefits. This hands-on approach was critical for small businesses that required guidance in managing these specific aspects of employee healthcare.Comprehensive Benefit Analysis & Communication: Ran BCBS medical alternates and conducted in-depth plan comparisons for new and renewing clients. Additionally, I managed the distribution of renewal notifications to brokers, facilitating seamless communication with key contacts and helping them guide clients through critical healthcare decisions.Salesforce & Data Management: Leveraged Salesforce for efficient record-keeping, client tracking, and data management. This technology proficiency helped streamline both departments' operations and ensured accurate, up-to-date information, which was vital for effective client follow-up and relationship-building.

In my role as a Virtual Executive Assistant at McKinsey & Company, I provided global support to firm members, managing diverse tasks and consistently maintaining high levels of confidentiality. My work involved supporting multiple desks and adapting to the dynamic needs of an international team, showcasing my adaptability and organizational skills.Key Responsibilities & Achievements:- Global Support & Task Management: - Supported 9-12 consultants daily across various time zones, offering relief support to multiple desks and demonstrating flexibility in a fast-paced, global environment. - Effectively managed diverse tasks simultaneously, ensuring seamless operations and timely completion of assignments.- Communication & Interpersonal Skills: - Handled inbound and outbound calls, enhancing communication between team members and clients to ensure smooth collaboration. - Worked closely with other Executive Assistants, both within and outside McKinsey, fostering teamwork and cooperation for optimal results.- Confidentiality & Ethical Standards: - Maintained strict confidentiality and adhered to McKinsey’s ethical standards, emphasizing trustworthiness and discretion in handling sensitive information.- Organizational & Analytical Skills: - Created, maintained, and submitted spreadsheets, expense reports, and timesheets, showcasing a high level of organization and attention to detail. - Coordinated logistics for consultants, including ground stays, transportation, and air travel, displaying logistical coordination skills to ensure seamless travel arrangements.This role equipped me with a versatile skill set in global executive support, task management, and logistical planning, enabling me to contribute effectively to high-demand environments and provide consistent, high-quality assistance to top-tier professionals.