Adelaide Harmon

· Developed and maintained strong client relationships.

· Collaborated with financial advisors to tailor investment strategies that align with clients' financial goals.

· Conducted regular follow-ups and reviews with clients to assess their evolving needs and ensure proactive service delivery.

· Utilized CRM software to track client interactions, manage inquiries, and streamline communication, improving response times.

· Organized and facilitated client appreciation events and educational seminars, enhancing client engagement and loyalty.

· Resolved client issues promptly and effectively.

· Analyzed market trends and provided clients with timely insights, helping them make informed investment decisions.

· Headed the company departments in both new client outreach and financial planning.

· Developed and maintained strong relationships with clients, resulting in an increase in customer retention rates across property, casualty, health, and life insurance portfolios.

· Collaborated with underwriting and claims departments to ensure seamless communication and prompt resolution of client inquiries, enhancing overall customer satisfaction.

· Analyzed client needs and provided tailored insurance solutions, leading to a growth in cross-selling opportunities between products.

· Conducted regular policy reviews and risk assessments for clients, ensuring compliance with industry regulations and enhancing coverage adequacy.

· Utilized CRM software to track client interactions and manage accounts effectively, contributing to streamlined operations and data-driven decision-making.

· Developed and implemented innovative marketing strategies, including social media campaigns and virtual tours.

· Established strong relationships with clients through exceptional customer service, achieving a client satisfaction rating and numerous referrals.

· Conducted comprehensive market analyses to determine competitive pricing and identify emerging market trends, leading to quicker sales and satisfied clients.

· Negotiated favorable terms for buyers and sellers, consistently achieving optimal sale prices and reducing time on market.

· Collaborated with mortgage brokers, appraisers, and inspectors to ensure seamless transactions and client experiences.

· Managed household operations and family logistics, demonstrating strong organizational and multitasking abilities in a dynamic environment.

· Developed effective communication and conflict resolution skills through fostering relationships with children, educators, and community members.

· Engaged in continuous learning and personal development by attending workshops, online courses, and parenting seminars on topics such as child development and education.

· Cultivated cultural awareness and adaptability through extensive travel experiences, enhancing problem-solving skills and global perspectives.

· Volunteered in various community organizations and school activities, building teamwork and leadership skills while contributing to local initiatives.

· Leveraged social media platforms to document and share travel experiences, honing marketing and content creation skills.

• Provided all operational services and support for client accounts.
• Monitored account activity including trades, cash flow, debits, margin, and transfers.
• Served as primary contact for all investment clients to answer inquiries, discuss market fluctuations, or resolve account concerns.