Summary
Overview
Work History
Education
Family Leave
Certification
Timeline
Generic
Adelaide Harmon

Adelaide Harmon

Chattanooga,TN

Summary

Dynamic project management and marketing professional with a robust background in client relations, strategic marketing, and operational efficiency across various sectors, including finance, insurance, and real estate. Proven expertise in developing and executing innovative marketing strategies, managing client relationships, and leading projects that enhance engagement and drive sales.

In my role as a Client Relations Specialist at Northshore Financial Strategies, I successfully organized client appreciation events and educational seminars, reinforcing client loyalty while utilizing CRM software to enhance communication and streamline operations. My experience as an Account Manager at TRM Insurance involved managing client accounts with a focus on tailored solutions and cross-selling opportunities, resulting in increased customer retention and satisfaction.

As an Affiliate Broker at Keller Williams, I implemented creative marketing initiatives, including social media campaigns and market analyses, which significantly improved sales velocity and client satisfaction.

I hold a Bachelor of Science in Psychology from the University of Tennessee, Chattanooga, and have possessed multiple professional licenses, including Real Estate and General Securities Representative. My strong organizational skills, ability to manage multiple projects simultaneously, and commitment to continuous learning make me an asset to any marketing or project management team. Professional in client relations with proven experience in fostering strong customer connections and driving business success. Adept at managing client needs and delivering solutions through effective communication and problem-solving. Valued team collaborator with focus on adaptability and achieving results. Skilled in conflict resolution, CRM systems, and customer satisfaction strategies.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Client Relations Specialist

Northshore Financial Strategies
01.2023 - 05.2024

· 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.

Account Manager

TRM Insurance
06.2022 - 01.2023

· 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.

Affiliate Broker

Keller Williams
11.2019 - 05.2020

· 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.

Family Leave

Self-employeed
02.2015 - 01.2019

· 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.

Client Associate

Rivercrest Wealth Management
11.2011 - 10.2012
  • 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.

Education

Bachelor of Science - Psychology

University of Tennessee
05.2010

Family Leave

  • February 2015–November 2019
  • I took a career hiatus to raise my daughters. With several years’ experience in client management, I can now proudly add parenting two highly energized young girls to my repertoire. During this time, I gained my real estate license and worked part time selling homes and also spent several years traveling the west coast with my husband.

Certification

  • Real Estate- Licensed in TN and GA
  • General Securities Representative, Series 7
  • Health and Life Insurance
  • Property and Casualty Insurance

Timeline

Client Relations Specialist

Northshore Financial Strategies
01.2023 - 05.2024

Account Manager

TRM Insurance
06.2022 - 01.2023

Affiliate Broker

Keller Williams
11.2019 - 05.2020

Family Leave

Self-employeed
02.2015 - 01.2019

Client Associate

Rivercrest Wealth Management
11.2011 - 10.2012

Bachelor of Science - Psychology

University of Tennessee
Adelaide Harmon