Anna Gray

Documents and develops business requirements for operations, customers and employees. Proficient Jobber and Quickbooks
software configuration/implementation for HR, payroll, talent management, talent acquisition, resourcing and timekeeping.
● Professionally interacts with a diverse group of executives, managers, technicians, and customers by creating
professional, concise, clear, and well-structured written messaging.
● Handles customer complaints diplomatically and receives positive feedback,develops marketing materials as well as
recognizes technicians.
● Effectively researches and collaborates with team members across functional and vertical borders to identify optimal
and efficient processes and outcomes on individual, team and organizational level and resolves complex business
problems with analytical solutions.
● Single handedly led the team through a 3 month implementation of Jobber from Quickbooks with a smooth transition.

Traveled within the region to promote business and to gain relationships with new customers and partners. Awarded partners
for their referrals. Organized meetings and events between numerous business professionals to network and create
opportunities.
● Created opportunities for leads with other business professionals.
● Utilized Salesforce, met with customers in remote locations and provided thoughtful solutions to secure policy sales
on sight.
● Traveled to allow for an immediate need to be met between our company and others in order to create relationships
with mutual customers.

Created an open and welcoming environment for both team members and customers. Documented and developed business
requirements for operations, customers and employees. Proficient Workday and Workforce software configuration for
customer service, talent management, talent acquisition and resourcing. Became lead sales agent with binding over 6k policies.
Contributed to agency earning Top Agency in the East Georgia region between 2019-2021.
● Directed monthly recognition and promotion programs and reviewed all employee progress reports.
● Identified process short falls and created new standard operating procedures.
● Coordinated with each team member on how to properly use software to move more effectively and efficiently
throughout the company.
● Analyzed customer needs and provided solutions based on company and state requirements.
● Awarded monthly Top Sales Agent July 2018 to February 2020 and October of 2020 to November 2021.

Managed upwards of 50k current and former policies to meet the needs of both the customers and the company. Led
customers to make informed decisions about their needs vs the state and company requirements. Advised customers of what
their policies entailed as well as all options available to them based on current market and location. Proficient in Proprietary
software systems.
● Successfully retained approximately 75% of customers who were considering canceling their policies.
● Collaborated with the sales department to answer customer questions and concerns once the policy was written.
● Proficient in Proprietary Software Systems with GEICO.