Barbara Reyes
Director of New Business and Operations for Lion Street Private Client Group
- Role
- Case Manager at Lion Street
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Barbara Reyes
Dedicated business professional with a versatile administrative support skill set developed through experience as an Office manager, Administrative Assistant and Customer Service Representative.Proven Performance in resolving workplace challenges with innovative solutions, improving systems and procedures to increase efficiency, ensuring customer satisfaction, increase production and profit.Repeatedly promoted during the 15-year tenure with Farmers Insurance Group, culminating to current responsibility for coordinating all office functions and supervising an office team of 7 to 48.
Experience
Case Manager
Jun 2013 — Present · Austin, TX, US
Lion Street, Inc. is a privately held national financial services distribution company basedin Austin, Texas. With proprietary resources, unparalleled direct access to top-ratedcarriers, strategic alliances with key industry specialists, and group buying leverage, LionStreet provides elite Advisors the powerful platform they need to serve theirsophisticated clients. A fundamental difference in Lion Street’s structure is that everyadvisor is an Owner. Together, Lion Street’s Advisor-Owners are strongly committed tobuilding a fiercely independent, yet highly collaborative network of professionalsdedicated to serving their high-net worth and corporate clients. Strategically comprisedof 120 firms who have built successful financial advisory practices across the nation, LionStreet’s Advisor-Owners specialize in Wealth Transfer, Wealth Management andExecutive Benefits. To learn more about Lion Street, visit
Education
San Antonio College
Business Administration and Management, General
1990 — 1994
Skills
- Project Management
- Administrative Assistants
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Sales
- Workers Compensation
- Recruiting
- Marketing
- Document Management
- Office Administration
- Microsoft Publisher
- Customer Retention
- Customer Service
- Leadership
- Microsoft Word
- Enthusiasm to Learn
- Organizational Development
- Self-Management
- Insurance
- Customer Satisfaction
- Training
- General Insurance
- Dependable Team Player
- Budget Monitoring
- Commercial Insurance
- Office Management
- Process Improvement
- Retail
- Complaint Management
- Strongly Self-Motivated
- Employee Training
- Operating Budgets
- Crm Integration
- Casualty
- Sales Management
- Underwriting
- Insurance Training
- Property & Casualty Insurance
- Casualty Insurance
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