Lisa Lomeli
Sr Insurance Specialist @SAFE Credit Union
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WORK HISTORY
Sr Insurance Specialist @SAFE Credit Union
Folsom, CA, US
Have a thorough understanding of loan protection products that include Mechanical Breakdown Insurance, GAP, and Payment protection. Proactively work to ensure that all sales representatives are well versed in product knowledge.Develop and administer sales trainings for staff using the consultative selling approach, and further enhance these skills with side-by-side coaching.Work closely with Vendors to enhance and implement new product offerings that benefit both the credit union and our members. Work directly with Program Manager to identify ways to increase sales and implement sales strategies to increase product penetration.Use detailed reports to track results on a weekly basis and identify success and weaknesses. Assist in developing dynamic incentive programs to ensure monthly goal is achieved. Maintain up to date knowledge of the direct and indirect GAP programs to successfully assist members with claims and decrease the loss potential for SAFE Credit Union loans.Work directly with clients to resolve issues pertaining to loan protection products, acting as a liaison between clients and our vendors.
EDUCATION
Diablo Valley College
Business/Corporate Communications
SKILLS
ABOUT LISA LOMELI
I am a highly motivated, hard working individual who is able to achieve maximum results with little supervision. I am eager to learn new skills and apply them to those I am serving. I am open to constructive feedback and coaching in order to become a better version of myself.
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