- Cultivate strategic relationships within the Mid-Market sector, positioning myselfas a trusted advisor and internal advocate for clients.- Conduct thorough research on each client's business, preparing insightfulquestions and tailored solutions to drive meaningful discussions.- Utilize layered, open-ended questioning techniques to deeply understand clientobjectives and challenges, transcending surface-level details.- Develop relationships with key stakeholders across various levels anddepartments, adapting communication styles to suit diverse audiences.- Lead with a solutions-focused approach, aligning recommendations withcustomer objectives rather than focusing solely on products.- Demonstrate integrity in all interactions and negotiations, promoting long-termcustomer satisfaction and retention.- Leverage data and insights to proactively address objections and drive informeddecision-making.- Collaborate with cross-functional teams to ensure optimal customer success,assuming joint accountability for achieving results.- Consistently meet and exceed revenue goals by identifying growth opportunitiesand delivering exceptional customer value.

- Delivered exceptional service that consistently created raving fans, fostering a loyal customer base.- Warmly greeted guests upon arrival, setting a welcoming tone for their tasting room experience.- Expertly managed multiple tables, providing each guest with an unparalleled tasting experience. - Proficiently educated guests on the company's rich history and the artistry behind our cocktails- Diligently handled the setup and closure of the tasting room, maintaining well-organized and fully stocked cocktail offerings and merchandise displays.- Championed sales by actively promoting cocktails and products at holiday markets, farmers markets, and other events.- Actively engaged with guests to understand their cocktail preferences, offering personalized recommendations and tailoring cocktails to suit their tastes.- Played a pivotal role in the design and delivery of 'Best of PDX' customer service programs and experiences, contributing to the enhancement of the overall guest experience.

-Provided exemplary customer service by effectively addressing client inquiries related to insurance coverage, prioritizing clients' best interests and offering tailored solutions.-Managed multi-channel communication, promptly responding to phone calls, emails, walk-ins, and client referrals to ensure exceptional client support.-Demonstrated strong organizational skills by meticulously preparing proposals for prospective clients and consistently following up with existing clients. Maintained meticulously organized electronic files for both current and potential clients.-Cultivated lasting client relationships by engaging with them to discuss ongoing coverage requirements, renewals, and modifications to current plans, all while proactively delivering comprehensive risk management solutions.-Expertly handled the entire process of collecting, evaluating, quoting, and presenting personalized insurance programs to prospective clients, ensuring a seamless and client-focused experience.-Maintained precise records by efficiently creating and managing client profiles in the agency's advanced management system, ensuring data accuracy and efficient workflow management.

Assisting our Personal Lines clients with any need they have.

- Provided an exceptional tasting experience, engaging guests with the winery'shistory, products, and unique offerings.- Effectively managed multiple tables, showcasing strong communication skills andadaptability to varying customer preferences.- Contributed to sales growth by promoting wine and wine club membershipsthrough compelling storytelling.- Coordinated member pick-up parties and food pairing events, enhancingcustomer engagement and loyalty.- Maintained tasting room setup, stock, and merchandise organization.

- Orchestrated seamless execution of large events, demonstrating strong problemsolvingskills and proactive planning.- Managed both front-of-house and back-of-house teams during events, ensuringcustomer satisfaction and operational excellence.- Prepared high-quality food in adherence to safety and quality standards.- Collaborated with customers to plan and customize events, resulting inexceptional experiences and repeat business.

- Processed payments with high accuracy and timeliness, maintaining meticulousrecord-keeping.- Provided technical support to colleagues, resolving issues and fostering acollaborative work environment.- Organized work events and social gatherings to enhance team morale andcohesion.

- Lead in Team Roster requests, sending out updated information to Liberty Mutual Clients and Managers - Converted/Uploaded Video surveillance to support in investigations and litigation needs- Managed several email accounts; dividing up work and completed what was needed - Maintained records/data with a weekly updated Litigation Logs

- Preparation of initial disclosure packages and re-disclosing within regulatory guidelines and timeframes- Handled professional communication with Loan Officers, Mortgage Brokers, and Account Managers- In charge of the GFE Help Desk; approving and correcting Good Faith Estimates.

- Maintained telephone communication with customers, supervisors, and clients- Recognized special customer needs and provided quick and effective service for those clients- Handled money safely; by collection, transporting, counting and banking

- Promoted sales and received recognition for reaching sales goals- Acknowledged as a team player and received “Employee of the Month”- Maintained quality control/satisfaction records, constantly seeking new ways to improve customer service