Trannis Dean Email & Phone Number

Raleigh, North Carolina, United States

Raleigh-Durham, North Carolina Area

Creedmoor, Nc

State Farm Personal Account Representative with a history of meeting and exceeding customer needs by utilizing Life Needs Analysis along with Financial and Insurance reviews (IFR’s) on an annual basis. Developed and implemented a sales and marketing plan that helped increase sales in all business lines for agency. Proactively kept up with trends in the insurance and banking industry to assist new and current customers on needs based sales. Communicated with potential customers on insurance products based on their financial status and needs to ensure coverage is adequately covered. 2015 - 2017 Sales: Office sales leader for P&C, Life, Heath and Bank products since June 2015. Subject Matter Expert in underwriting and service for office. Monthly Sales Goals met and exceeded. Conducted IFR’s for new and existing customers for needs based sales and account retention.  Assisted Clients on strengthening their financial future and understanding benefits IFR’s. Monitored claims process, updated customer records and initiated policy renewal meetings. Reviewed and resolved client issues in a timely manner. Mentored and Coached new employees for success. Networked with inside and outside State Farm to improve marketing plans. SME for Office in Prospector +, NECHO, ABS, UAX, and State Farm Bank Applications

Security Manager/Security Representative for the Raleigh-Durham region:Responsible for the oversight of a team including; ensuring successful performance and delivery of direct report's project deliverables, on time with high quality. Responsible to resource client projects with suitably developed professionals and to retain and develop these professionals within Fidelity. Responsible to provide security and investigation consultation to project teams as needed.Regional Investigator for the Raleigh-Durham region: Internal and Pro-Active •Conduct investigations of cases throughout all US Regions including but not limited to T&E, fraud, and electronic policy violation.•Prepare detailed investigation reports using internal database to document and brief Legal/HR/Business as needed•Conduct Case Gap Analysis to improve future process of investigation cases•Skilled interviewer with the ability to function effectively in difficult settings and environments •Conduct audits of business unit’s practices on securing confidential and proprietary information