Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Misty Allen

Greensboro

Summary

Experienced insurance professional with strong background in client servicing/onboarding/underwriting, managing projects, and surpassing semi-annual firm sales goals. Excels in developing & nurturing stellar client relationships, providing a transparent & efficient onboarding experience. Effective communicator, listener & collaborator with her team, contributing to firm development & success.


Demonstrates strong analytical, communication, organizational and teamwork skills. Possesses unfaltering positive attitude and passionate commitment to continuous learning and growth. Brings strong problem-solving skills and proactive approach to new tasks.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Head of Insurance Operations

NORTHWESTERN MUTUAL / HFS
10.2019 - Current
  • Efficiently manages the onboarding & underwriting process from start to finish, ensuring a seamless and efficient process for the client.
  • Serves as the client's point of contact, thoroughly navigating the underwriting process, in tandem with coordinating workflow between internal teams & vendors.
  • Identifies & executes sales opportunities within client database
  • Increases client retention & growth through building strong relationships, consistent communication and providing exceptional client service.
  • Coordinates appointments between clients and Financial Representatives while managing schedules efficiently.
  • Attained Long Term Care Insurance license, passed the Securities Industry Essential exam, and currently working to obtain Series 7/Series 63 licensure.
  • Attained CLU designation, ultimately working to attain CFP designation.

Associate Financial Representative/Sales Execution Team Member

NORTHWESTERN MUTUAL
04.2017 - 10.2019
  • Provided support and coaching to Financial Representatives to encourage new business and increase sales
  • Prepared Life, Disability, and Long Term Care applications for clients
  • Managed underwriting requirements for applications in approval process
  • Maintained current and prospective client records/accounts through policy reporting, e-filing, and client database
  • Attained North Carolina Life and Health Insurance Licensing

Key Manager/Bartender/Coach

RUTH'S CHRIS STEAK HOUSE
12.2010 - 07.2019
  • Customer focus and relationship building
  • Fine dining service
  • Execution of classic and signature hand-crafted cocktails

Personal Chef/Assistant

THE PULITZER FAMILY
08.2010 - 12.2010
  • Planned & executed meals catered to individual family member’s tastes and dietary needs, concentrating on using natural and organic foods
  • Executed large dinners (up to 16 guests) involving up to 5 courses
  • Ran specific errands as needed

Private Dining Director

FLEMING'S PRIME STEAKHOUSE & WINE BAR
08.2006 - 08.2010
  • Booked and Managed Private Dining Rooms/Events
  • Coordinated Monthly Charity Wine Events
  • Liaison for Front and Back of House to Execute Events Perfectly
  • Sales and Marketing
  • Maintained and/or Exceeded Sales Quotas to Promote Private Dining & Main Dining Room Business
  • Customer focus and relationship building
  • Worked With Operating Partner on Yearly, Monthly Business Plans

Manager

NOBLE'S GRILLE
12.2001 - 08.2006
  • Hiring, training, managing and structuring of waitstaff
  • Human Resources
  • Accounting/Payroll
  • Private Dining Coordinator
  • Sales and Marketing
  • Open and Closing Restaurant
  • Liaison for Front and Back of the House
  • Bartending knowledge
  • Customer focus and relationship building
  • Coordinated Annual Thanksgiving “Feed The Homeless” & Coordinate off property fundraising participation

Sales / Jr. Department

BELK'S
10.2001 - 02.2002
  • Commissioned Sales
  • Maintained & exceeded daily sales quota
  • Inventory
  • Retail Merchandising

Sales / Ladies Apparel

BELK'S
08.2001 - 10.2001
  • Commissioned Sales
  • Maintained & exceeded daily sales quota
  • Inventory
  • Retail Merchandising
  • Preparing merchandise for all departments

Server

LONESTAR STEAKHOUSE
05.2001 - 08.2001
  • High volume restaurant service
  • Maintained & exceeded upselling designated menu items
  • Maintained & exceeded check average quota

Server

LONESTAR STEAKHOUSE
09.2000 - 05.2001
  • High volume restaurant service
  • Maintained & exceeded upselling designated menu items
  • Maintained & exceeded check average quota

Education

Arts

Forsyth Technical Community College
Winston-Salem, NC
05.2003

Liberal Arts/Music

University of North Carolina
Asheville, NC
05.2001

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Attention to detail
  • Organization & time management
  • Computer skills
  • Critical thinking
  • Excellent communication
  • Dependable and responsible
  • Persistent willingness to learn & grow

Certification

  • Life & Health Insurance License - 2017
  • Long Term Care License - 2019
  • CLU Designation - 2023
  • Certified Notary Public - 2021

Timeline

Head of Insurance Operations

NORTHWESTERN MUTUAL / HFS
10.2019 - Current

Associate Financial Representative/Sales Execution Team Member

NORTHWESTERN MUTUAL
04.2017 - 10.2019

Key Manager/Bartender/Coach

RUTH'S CHRIS STEAK HOUSE
12.2010 - 07.2019

Personal Chef/Assistant

THE PULITZER FAMILY
08.2010 - 12.2010

Private Dining Director

FLEMING'S PRIME STEAKHOUSE & WINE BAR
08.2006 - 08.2010

Manager

NOBLE'S GRILLE
12.2001 - 08.2006

Sales / Jr. Department

BELK'S
10.2001 - 02.2002

Sales / Ladies Apparel

BELK'S
08.2001 - 10.2001

Server

LONESTAR STEAKHOUSE
05.2001 - 08.2001

Server

LONESTAR STEAKHOUSE
09.2000 - 05.2001

Liberal Arts/Music

University of North Carolina

Arts

Forsyth Technical Community College

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Misty Allen