Lacey Wilkins

About Lacey Wilkins

Extensive experience in compensation, benefits, client and employee relations management within the financial services and insurance industry, with a focus on tailoring strategic solutions for recruiting, training and on-boarding employees while implementing process improvements to maximize workflow efficiencies.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Experience

1. Director of Operations

   The Lyman Group

   Apr 2018 — Present · Seattle, WA, US

   Works closely with Principals of firm establishing post-issue administration of new and existing accounts. Revisit clients objectives, future outlook based on post-purchase performance, analyze product performance of policies, providing observations and/or recommendations.

Education

• Central Washington University

  Bachelor of Science in Business Administration, Human Resources and Leadership Managment

  2015 — 2017

Skills

• Risk Management
• Long Term Care Insurance
• Negotiations
• Conflict Resolution
• Microsoft Powerpoint
• Microsoft Word
• Team Leadership
• Employee Benefits
• Recruiting
• Management
• Team Building
• Business Development
• Event Planning
• Public Speaking
• Customer Relationship Management (Crm)
• Business Process Improvement
• Underwriting
• Client Relations
• Account Management
• Life Insurance
• Project Management
• Compliance Management
• Customer Service
• Training & Development
• Marketing
• Nonprofit Organizations
• Interviewing
• Adp Payroll
• Leadership
• Disability Insurance
• Human Resources Information Systems (Hris)
• Insurance
• Executive Benefit Strategies
• Onboarding
• Training
• Microsoft Excel
• Interpersonal Skills
• Microsoft Office
• Time Management
• Employee Training