Lorene Spears
Service Manager/Customer Service Representative
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About
Accomplished sales and marketing professional with 15+ years of experience in customer service, marketing, and sales. Proven track record in managing teams, driving sales, and creating effective marketing campaigns. Skilled in affiliate marketing, email marketing, and SEO. Possesses a strong background in customer service, quality assurance, and accounting. Authorized to work in the US for any employer
Experience
Licensed Life and Health Broker at Spears Financial LLC (2021-10 – Present)
- Stayed up-to-date with industry trends, regulations, and product knowledge to provide accurate information to clients
- Managed a large portfolio of clients, effectively prioritizing tasks and meeting deadlines
- Conducted comprehensive policy reviews with existing clients to identify potential savings or coverage enhancements
- Collaborated with underwriters to negotiate competitive rates for clients while maintaining profitability for the company
- Built strong relationships with clients through regular communication and follow-up, ensuring high customer satisfaction rates
- Participated in networking events and community outreach programs to expand professional network and generate referrals
- Utilized CRM software to track client interactions, manage leads, and streamline administrative tasks
- Educated clients on different types of insurance policies available such as health plans, life insurance, disability coverage etc
- Assisted customers with claims processing by gathering necessary documentation and liaising between the client and the insurance company
- Increased cross-selling opportunities by identifying additional coverage needs during policy reviews
- Trained new agents on product knowledge, sales techniques, compliance requirements etc
- Maintained accurate records of all transactions including applications submitted, policies sold etc
- Resolved customer complaints promptly while maintaining professionalism
- Collaborated with insurance carriers to resolve complex policy issues and ensure client satisfaction
- Conducted presentations and seminars on insurance products for potential clients
- Increased customer retention by implementing proactive outreach strategies such as annual policy reviews and renewal reminders
Contractor Courier at Self Employed Uber/Lyft/Red & Blue Services, LLC (2016-02 – Present)
- Collaborated with dispatchers to plan efficient routes for multiple deliveries in a single trip
- Adhered to all safety regulations and procedures while operating vehicles and handling hazardous materials
- Maintained accurate records of deliveries, mileage, and fuel consumption for reporting purposes
- Delivered time-sensitive shipments to various locations, ensuring on-time delivery and customer satisfaction
- Managed paperwork including bills of lading, shipping documents, and delivery receipts accurately and efficiently
- Communicated effectively with customers regarding delivery schedules, delays, or any other issues that may arise during transportation process
- Demonstrated excellent problem-solving skills by resolving unexpected issues such as traffic congestion or mechanical breakdowns without compromising delivery deadlines
- Coordinated with warehouse staff for loading/unloading processes to optimize efficiency in shipment handling operations
- Utilized GPS navigation systems or maps to determine the most efficient routes for timely deliveries while considering factors like traffic conditions or road closures
- Performed routine maintenance tasks such as checking tire pressure, oil levels, and fluid levels to ensure vehicle safety and performance
- Responded quickly and efficiently to any mechanical issues by troubleshooting minor problems or contacting roadside assistance for major repairs
- Maintained a clean driving record with no accidents or traffic violations throughout employment tenure
Affiliate Marketing Manager at Work At Home Solutions (2010-01 – Present)
- Developed and executed comprehensive marketing strategies to drive brand awareness, increase customer acquisition, and generate leads
- Analyzed market trends and consumer insights to identify new opportunities for product development and innovation
- Utilized CRM systems to track customer behavior, segment audiences, and personalize messaging for improved engagement
- Developed compelling content for various marketing collateral including websites, brochures, social media posts, email campaigns, etc
- Designed customer segmentation models based on demographic data resulting in more personalized messaging
Census Enumerator and Supervisor at U.S. Cenus Bureaus (2010-01 – 2010-10)
- Provided product demonstrations and presentations to government decision-makers, effectively communicating key features and benefits
- Collaborated with cross-functional teams to develop customized solutions that met the unique needs of government clients
- Worked closely with customer service team to ensure high levels of customer satisfaction among existing government clients
- Developed and delivered presentations on government sales strategies and best practices at company-wide sales meetings
Branch Manager at Wells Fargo (1998-01 – 2010-02)
- Managed daily operations of a busy bank branch, overseeing all aspects of customer service, sales, and team management
- Implemented new customer relationship management system resulting in improved efficiency in handling customer inquiries and complaints
- Collaborated with regional managers to develop strategies for achieving branch goals while maintaining compliance with regulatory requirements
- Successfully resolved escalated customer issues/complaints within established timelines while maintaining positive relationships with customers
- Implemented employee development programs including cross-training initiatives resulting in increased staff knowledge/skills across multiple functions/departments
- Oversaw cash management activities including balancing vault/cash drawers, ordering currency/coin supplies, managing ATM operations etc
- Developed annual budget plans aligned with organizational objectives; monitored expenses/revenues throughout the year ensuring targets were met/exceeded
- Conducted regular meetings/team huddles to communicate goals/objectives/targets; fostered teamwork/collaboration among staff members
- Implemented performance metrics/tracking systems enabling accurate assessment of individual/team performance against set targets/goals
- Collaborated with HR department in recruitment, selection, and onboarding of new staff members; ensured adequate staffing levels at all times
- Developed and maintained strong relationships with local community organizations to enhance the bank's visibility/reputation within the community
- Led training sessions/workshops on banking products/services for both employees and customers; increased overall product knowledge among staff/customers
- Mentored/coached team members providing guidance/support for career development resulting in improved employee satisfaction/retention rates
Education
Shopify Certified in Shopify – Googles Couresa - Remote (2023-01 – 2023-01)
Fortune Builders in Wholesaling, Tax Liens, and Foreclosures – Westin Hotel - Houston, TX (2017-02 – 2017-03)
Tax Preparer in Preparing Taxes – Liberty Tax School - Rosenberg, TX (2016-09 – 2016-10)
Cosmetology in Cosmetology – Wharton County Junior College - Wharton, TX (1986-01 – 1987-01)
57 semester hours in Business Administration – Wharton County Junior College - Wharton, TX (1983-09 – 1986-06)
High school or equivalent in Accounting, Chemistry, Computers, Typing, Computer Science – Needville High School - Needville, TX (1979-08 – 1983-05)

