James R. Brown

James R. Brown

Organizational Learning | Client Education | Departmental Management

Role
Financial Service Instructor Customer Service Course Creation & Delivery at Colibri Group
Location
Kansas City, MO, US
LinkedIn followers
500 followers

About James R. Brown

Create greater customer value and company revenue, organizational learning, client…

Experience

  1. Financial Service Instructor Customer Service Course Creation & Delivery

    Colibri Group

    Nov 2021 — Present

    Virtual and in-person teaching, training, coaching; course development, design, editing, presentation; specialize LH/PC insurance and primary series securities; company clients and candidates include demographics throughout all US statesCourse creation and curriculum updates include written, visual, graphic, and animated content; extensive success in training complex topics in a more understandable, organized, and manageable approach to candidate retentionEffective communications with diverse groups from virtually all backgrounds; account for individual as well as group learning needs, styles, and cultural considerations in teaching and delivering candidate education and service needsSKILLS:Leadership - High energy team leader; Motivational group speaker; Prioritize high-value activities; Applied risk managementFunctional - Focused results-driven planning, tracking, and evaluation; Budgeting and forecasting; Proficient financial statementsTechnical - Live class and webinar design, delivery, and assessment; Multimedia communications; Excel database managementOrganizational - Promote stakeholder interests; Facilitate internal company communications; Advocate new revenue opportunitiesRelational - Personable and respectful of others; Patient and empathetic; Trustworthy and reliable; Promote emotional intelligence, critical to maintaining productive relationships, reinforcing company reputation and repeat business

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