Hi, Iām Jodi.
I'm a highly motivated and results-oriented individual with a diverse background encompassing operations, training, and client relations. I thrive in environments that require adaptability, problem-solving, and a commitment to excellence. My experience spans various industries, including insurance, healthcare, and event planning, enabling me to bring a unique and well-rounded perspective to any team. I'm passionate about fostering collaboration, streamlining processes, and driving success for both individuals and organizations
Training and Development: Executing comprehensive employee training programs on software solutions, ensuring seamless adoption and minimizing workflow disruptions.
Financial Management: Experienced in drafting agreements to define pay rates and terms, auditing commission structures for accuracy, and creating detailed reports to analyze carrier coverage, pricing, and commission structures.
Onboarding and Compliance: Oversees new agent onboarding, including paperwork, training, and formalizing agent agreements. Also experienced in facilitating agent licensing and non-resident appointment processes to ensure compliance and expand coverage across states.
Event Planning and Coordination: They have experience in organizing meetings, training sessions, and client events, including logistics and invitations. They have also managed client relationships and ensured client satisfaction before, during, and after events.
Communication and Collaboration: Developer of communication strategies to engage agents, also conducts webinars for training and development. demonstrated ability to build relationships and foster collaboration. I cultivate strong relationships with customers and build rapport with vendors and suppliers to create close-knit relationships and enhance service experiences.
25 Years of Experience
500k Agents Served
2k Agencies
17 System implementations
6 M&A Integrations
Specialties
Financial System Implementation
CRM ROI Evaluations
Medicare Eligibility Analtyics
Business Process Evaluation
Technology
Salesforce Implementation
Stakeholder Managemenr
BI Tools/SQL/Analytics
Architecture/EDI/ETL
Einestein AI
Product Management
Tableau
SaaS Distribution
Meet The All Stars
Ebony Sykes, PMP
Pamela Thomas, MBA
Jodi Reichbach