Lakesha Culpepper
Tupelo
Summary
Dynamic Insurance Broker with a proven track record at Glamour Enterprises, excelling in client management and policy negotiation. Leveraged data analysis to enhance operational efficiency, achieving significant improvements in client retention. Adept at developing sales strategies and fostering strong relationships, ensuring exceptional customer service and satisfaction.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Broker
Glamour Enterprises
Tupelo
09.2021 - Current
- Counseled prospects and policyholders on coverage, limits and regulations.
- Called or emailed lapsed clients to inquire about continuing needs.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Inbound/Outbound calling
- Schedule appointments
- Data analysis
- Customer Service
- Data Entry
- Financial Advisor
- Presentations
- Marketing
- Events Coordinating
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Submitted up-to-date activity and production logs to agency management for review.
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
- Promoted client retention through high-quality service and follow through.
- Provided information and answered questions via personal meetings, telephone calls, and email.
- Processed claims in a timely manner according to company procedures.
- Promoted agency products to customers in person, by telephone and in writing.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Collaborated closely with other departments within the organization to ensure smooth operations.
- Drafted quarterly reports for management review.
- Leveraged industry trends to shape solutions and approaches.
- Responded to customer inquiries and problems to promote great service.
- Participated in training sessions aimed at improving product knowledge.
- Performed administrative tasks such as preparing invoices, updating records.
- Identified opportunities for cross-selling additional products or services.
- Managed multiple accounts simultaneously while meeting deadlines efficiently.
- Coordinated with wholesalers to develop insurance awareness and selling skills.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Compiled coverage and rating information in accessible formats.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Prepared detailed reports summarizing customer requirements and recommendations.
- Ensured compliance with all applicable laws and regulations.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Developed appropriate quotes based on risk information.
- Built relationships with external parties, such as carriers, vendors, and regulators.
- Provided advice to customers on insurance-related matters.
- Achieved repeat business and referrals through personalized services.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Pushed through objectives, persuading clients to purchase by applying advanced sales techniques.
- Analyzed financial data related to insurance products to ensure accuracy of information.
- Utilized industry software tools such as rating engines and quoting systems.
- Sought out new clients and developed clientele by networking to find new customers.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Conducted market research to identify competitive rates for clients.
- Managed many policy renewals each year.
General Manager
Bishop’s BBQ
Tupelo
05.2017 - 09.2021
- Managed inventory levels and conducted corrective action planning to minimize long-term costs.
- Recruited, trained and empowered employees to achieve key performance indicators.
- Maximized time and employee productivity, consolidating data, payroll and accounting programs into centralized systems.
- Oversaw product development initiatives from concept through completion stages.
- Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements.
- Prepared staff work schedules and assigned team members to specific duties.
- Resolved customer complaints quickly while maintaining high quality standards of service delivery.
- Ensured compliance with local health department regulations regarding food safety standards.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Administered employee discipline through verbal and written warnings.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Implemented employee recognition programs to motivate staff members towards achieving organizational goals.
- Monitored financial performance and identified areas for improvement in cost savings and revenue generation.
- Conducted employee evaluations to provide adequate feedback and recognize quality performance.
- Developed and implemented operational strategies to improve efficiency, reduce costs, and maximize customer satisfaction.
- Created schedules and monitored payroll to remain within budget.
- Trained employees on duties, policies and procedures.
- Guided management and supervisory staff to promote smooth operations.
- Coordinated training activities for employees to ensure compliance with company policies and procedures.
- Established and maintained effective communication with staff members to ensure efficient operations.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Created a positive work environment by developing team building activities that encouraged collaboration among departments.
- Supervised employees through planning, assignments, and direction.
- Developed service and sales strategies to improve retention and revenue.
- Tracked monthly sales to generate reports for business development planning.
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Assisted in the recruitment process by interviewing potential candidates for open positions.
- Recruited, interviewed and hired qualified staff for open positions.
- Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Delivered exceptional client experiences through hands-on leadership of associates and managers.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Food prep
- Cashier
- Cook
- Maintenance
- Stocking
- Money Handling
Cafeteria Worker
Tupelo Public School District
Tupelo
07.2016 - 04.2019
- Checked expiration dates on food products prior to use.
- Engaged with students and staff in a friendly manner to create a welcoming cafeteria environment.
- Wiped down tables and removed trash and dirty plates to provide clean, welcoming dining environment.
- Stocked customer service stations with paper products or beverage preparation items.
- Maintained cleanliness and hygiene standards in food preparation and serving areas.
- Participated in ongoing training to enhance job skills and knowledge.
- Performed work to top standards, proving best service for students, employees and school visitors.
- Filled and served various beverages for customers.
- Managed portion control to reduce waste and ensure consistent serving sizes.
- Adhered to sanitation policies when cleaning work areas.
- Prepared hot entrees according to recipes and instructions provided by supervisor.
- Utilized food preparation equipment safely, including slicers, mixers, and ovens.
- Maintained cleanliness of dining area by wiping tables, sweeping floors, and clearing dishes from tables.
- Upheld correct procedures for preparing foods and storing leftovers.
- Assisted cook with prep work by cutting vegetables and preparing side dishes and salads.
- Assisted with catering events as needed by setting up buffet lines or plating individual meals.
- Made friendly conversation with customers to provide enjoyable bar experience.
- Supported serving staff in delivering accurate and well-presented food orders.
- Organized and prepared ingredients for batch cooking.
- Trained new staff members on proper food handling techniques and safety protocols.
- Followed health and safety regulations when preparing meals or handling food products.
- Provided customer service, addressing diners' queries and feedback with professionalism.
- Followed guidelines for safe serving, appropriate temperatures and proper presentation.
- Cleaned up spills and broken glassware and safely disposed of sharp pieces.
- Maintained tools, equipment and surfaces in clean, neat and working order.
- Prepared food according to recipe instructions to manage regular school meals.
- Ensured that all ingredients were fresh before using them for meal preparation.
- Stocked shelves with necessary supplies for cafeteria operations.
- Rang up orders on cash register to process cash, credit card and personal check payments.
- Filled trays with food, utensils, napkins and condiments to provide diners with meals and accessories.
- Worked in close collaboration with team members to ensure customers received high-quality service.
- Recorded temperatures of food and refrigeration units to comply with health code regulations.
- Oversaw inventory in buffet and reported replacement needs to kitchen management.
- Processed cash and credit card payments, promptly returning receipts, coin, bills and payment cards to customers.
- Maintained high standards of customer service during high-volume work shifts and fast-paced operations.
- Stocked service stations with ice, napkins and straws.
- Monitored use of condiments, utensils and beverages.
- Removed trays and stacked dishes for return to kitchen after finished meals.
- Assisted in the setup and breakdown of cafeteria for breakfast, lunch, and special events.
Secretary
Cooks Tax Service
Tupelo
12.2006 - 04.2016
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Managed calendar reminders for upcoming deadlines or events associated with the office.
- Used voice recorder or notepad to compose and transcribe meeting minutes.
- Proofread documents before submission; corrected any errors found in grammar or punctuation.
- Sorted mail and distributed it to appropriate personnel or departments within the organization.
- Created agendas and took minutes during meetings; distributed notes in a timely manner afterwards.
- Handled confidential documents with discretion.
- Composed, edited and typed complex memos and reports with job-related software.
- Operated office equipment such as photocopiers, scanners, and fax machines.
- Processed invoices for payment; tracked payments received from vendors and clients.
- Coordinated communications, taking calls, responding to emails and interfacing with clients.
- Organized and maintained filing systems for important documents.
- Organized and maintained executive calendars, including scheduling meetings, travel arrangements and conference calls.
- Sent and distributed mail and parcels.
- Performed data entry into computer systems; ensured accuracy of all entered information.
- Reviewed billing statements for accuracy prior to submitting them for payment processing.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
- Ordered supplies as needed; tracked inventory levels and placed orders with vendors when necessary.
- Greeted visitors in a professional manner and directed them to appropriate personnel or offices.
- Compiled data from various sources into clear, concise reports that could be used by management for decision-making purposes.
- Processed documents and materials for dissemination to appropriate parties.
- Created and updated spreadsheets to track and report data.
- Produced and distributed memos, newsletters, and other forms of communication.
- Greeted visitors and directed to appropriate location or person.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Assisted with special projects or tasks related to departmental functions upon request.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Prepared documents such as memos, letters, reports, spreadsheets and presentations using Microsoft Office applications.
- Developed an efficient document tracking system which allowed quick access to all necessary paperwork.
- Composed and distributed reports, routine correspondence and meeting notes with job-related software.
- Maintained organized filing system of paper and electronic documents.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Answered incoming phone calls, responded to inquiries and transferred calls as needed.
Crew Trainer
McDonald’s
Tupelo
03.2010 - 07.2014
- Guided employees through change management processes during upgrades or rollouts.
- Ensured all training activities complied with health and safety regulations.
- Collaborated with other trainers to develop effective methods for teaching new concepts.
- Assisted in hiring crew members to expedite on-boarding process.
- Monitored training activities occurring on construction crews to promote maximum crew safety, performance and effectiveness.
- Coordinated with management to identify training needs and opportunities.
- Provided ongoing mentorship to crew members, enhancing team performance.
- Suggested and offered specific training programs to help workers maintain or improve job skills.
- Assisted management in developing strategies to improve customer service standards.
- Cashier
- Cook
- Food prep
- Assemble orders
- Stock
- Money handling
- Maintaining a clean and safe environment
Education
GED -
Itawamba Community College
Tupelo, MSSkills
- Insurance analysis
- Client management
- Policy negotiation
- Risk assessment
- Data analysis
- Customer service
- Sales strategy
- Communication skills
- Market research
- Data Entry
- Data Analysis
Certification
- Life, Health, and Accidental License acquired January 2022
Timeline
Insurance Broker
Glamour Enterprises
09.2021 - Current
General Manager
Bishop’s BBQ
05.2017 - 09.2021
Cafeteria Worker
Tupelo Public School District
07.2016 - 04.2019
Crew Trainer
McDonald’s
03.2010 - 07.2014
Secretary
Cooks Tax Service
12.2006 - 04.2016
GED -
Itawamba Community College