Valery Levitt Email & Phone Number

Chicago, Illinois, United States

Provide support in an administrative capacity for new financial representatives in their first 3 yearsAct as a liaison between the home office, advisors, network office support team and clientsCoach representatives on organizational skills to help them stay focused on their daily sales activities Assist newly hired representatives in achieving & maintaining sales goalsFollow up on cases in the underwriting stage, including contacting the client for outstanding requirementsPrepare policies to be delivered by representatives and obtain policy delivery requirements from clients Conduct technical trainings for representatives and other associates to teach them company softwareOptimized workflow processes and achieved measurable improvements in team efficiencyReview insurance applications, conversions, and policy changes for completeness and accuracyProcess incoming non-securities related insurance service requests from clients Health and Life Insurance licensed in Illinois and North CarolinaResponsible for the highest producing new financial representative in 2021, beating out 100 others

Greater Chicago Area

Build relationships and rapport with clients for matchmaking purposes. Help with interview process over the phone and in person meetings with clients. Present matches, coordinate, schedule, and plan dates for clients. Follow up to get client's feedback after each date to reassess how to proceed forward with their next match. Provide excellent customer service to all clients.

Greater Chicago Area

I work with clients to help them with the logistics of shipping their freight. I build, maintain and manage account relationships. I effectively utilize Salesforce.com for client prospecting and pipeline management and Echo’s proprietary software to manage daily operational tasks such as account management, invoicing and tracking shipments. I profile and analyze accounts to overcome any objections and generate quality opportunities. I present the value of Echo’s services to prospective and existing clients. I collaborate with internal departments to ensure world class customer service on every shipment.

Greater Chicago Area

My company owned and managed two hostels (Holiday Jones and Urban Holiday Lofts) and one hotel/hostel hybrid (FieldHouse Jones), all in the Chicago area. I assisted the hostel managers and owners in the running of the office and helped out with anything that needed to be taken care of at the hostels and hotel. In addition, I worked at the front desk of the hotel and both hostels to gain a deeper understanding of how they operated.

Greater Chicago Area

I assisted in the management of two commercial high-rise properties in Downtown Chicago. I worked with the Property Manager to meet and exceed customer expectations and needs. I ensured that any tenant issues were handled in a timely and professional manner. Responsibilities includes: coding invoices for payment, corresponding with tenants, maintaining complete and accurate property files and records, assisting property manager in gathering information needed for annual budgets, financial reports, payroll, assisting property manager in coordinating building evacuation procedures and completing annual fire drills, coordinating tenant events

Greater Chicago Area

In addition to my primary role as assistant property manager, I also helped with the day to day operations of Marc Realty's Brokerage Office. I provided support to the real estate brokers and coordinated with other property managers to see that all of the office listings were up to date and in leasable condition. I maintained the broker records and anticipated client needs and building projects. I inspected Marc Realty properties and the vacant spaces within them.

Greater Chicago Area

I assisted in the running of two commercial high-rise properties in Downtown Chicago. I worked with the Property Manager to meet and exceed customer expectations and needs. I coordinated with vendors on various projects and negotiated terms and prices when using new contractors.

Columbia, South Carolina Area

I gained first-hand knowledge of how a high-energy local government office, such as that of Columbia, operates. ​I researched various topics in order to find ways to improve Columbia and bring new programs there. I also helped improve the City of Columbia website by adding new information to its Let's Move! Columbia section. Other activities I participated in during this program included: assisting policy staff with research in various fields that affected departments/agencies within the City of Columbia, helping with special research projects, researching current City of Columbia policy, and assisting with research in specially designated areas. My experience in the Fellows program provided me with many opportunities to work alongside staff and identify best practices.​

Chattanooga, Tennessee Area

While working at Ruby Falls, I conducted organized tours on foot of a majestic waterfall located within a cave. I communicated engagingly with groups of people sized 50 or larger. I continuously offered knowledge of the cave and the history surrounding it.From this experience, I learned valuable people skills, such as answering questions and making sure everyone enjoyed my tour and left happy. In addition, this position helped me to improve my communication skills and public speech skills.

I sold concessions including soft drinks and food items to spectators at baseball games. During this job, I received money and made correct change for customer while also monitoring money in cash drawer. I also performed other duties such as cleaning the concession stand and preparing food.I gained knowledge and skill in handling money, learned about public relations and increased my ability to effectively communicate from working at the Lookouts Ballpark.

Signal Mountain, Tn

I directed activities for a group of children age 4- 10 and created new games and projects for them. I made sure all were involved with the camp and safe at all times.During my time and a camp counselor, I learned how to deal with difficult people, worked as a team player, gained patience and led activities.