Lynnsy Lenard
Overland,MO
Summary
Currently in the financial services sector, bringing a client-focused approach, a passion for helping individuals reach financial goals, and experience in developing tailored investment strategies. 15+ years of customer service experience with expertise in personnel development, conflict resolution, and strategic planning. Progressed through multiple roles in traffic management gaining deep experience in managing statewide service calls, utilizing Intelligent Transportation Systems (ITS) technology, and building strong relationships with internal and external stakeholders.
Overview
6
6
years of professional experience
Work History
Financial Professional
New York Life Insurance Co
08.2024 - Current
- Guided clients through informed financial decisions by analyzing their unique needs and presenting customized life insurance and financial protection solutions.
- Collaborated with internal partners to develop strategic plans that aligned insurance offerings with clients’ long-term financial goals.
- Maintained regulatory compliance by conducting thorough reviews of documentation and implementing corrective measures as needed.
- Initiated and led client conversations to uncover protection needs, cross-sell life and supplemental insurance products, and generate qualified referrals to meet and exceed sales targets.
- Provide clients with tailored solutions including whole life, term life, disability insurance, annuities, and long-term care products to support financial security and legacy planning.
Training Coordinator
Kapsch TrafficCOM-MODOT
09.2022 - 10.2024
- Coordinated and maintained comprehensive training plans to align with company goals and regulatory standards.
- Monitored employee training progress, identifying skill gaps and recommending supplemental training or certifications as needed.
- Managed operator qualifications, ensuring compliance through timely scheduling and documentation of annual recertification's.
- Improved training processes and materials through ongoing collaboration with staff and managers to meet evolving workforce demands.
- Communicated available training opportunities, ensuring employees had access to schedules, materials, and necessary information.
Supervisor, Traffic Management
AECOM-MODOT
06.2019 - 09.2022
- Maintained comprehensive knowledge of Standard Operating Guidelines (SOGs), Standard Operating Procedures (SOPs), client policies, and Code of Conduct.
- Exercised sound judgment to prioritize tasks and manage emergency situations confidently and effectively.
- Provided positive feedback, mentorship, and fostered a supportive, motivated work environment.
- Conducted weekly performance assessments for new hires, supporting onboarding and skill development.
- Served as an active member of the Great Place to Work (GP2W) committee at AECOM, contributing to organizational culture and employee engagement.
- Engaged proactively with internal teams and external customers to ensure client expectations were consistently met.
Education
Some College (No Degree) - Business
St Louis Community College-Florissant Valley
St Louis, MOAccounting
Alabama A&M University
Huntsville, ALSkills
- Great Communicator
- Customer Service Expert
- Great Multitasker
- Strong Leader
- Proficient in Microsoft Apps
- Active Listener
- Conflict Management
- Personnel Developer
- Operations Management
- Staff Management
- Strategic Planning
- Goal-Oriented
- Employee Motivation
- Processes and Procedures
- Training and Mentoring
- Staff Development
- Policy Enforcement
- Relationship building
- Sales skills
- Self motivation
- Financial goal planning
- Client relations
- Client confidentiality
- Adaptability
Licenses
Life, Accident, Health and HMO Licensed ; Producer Number-21318590 (currently for the state of MO and TX)
Timeline
Financial Professional
New York Life Insurance Co
08.2024 - Current
Training Coordinator
Kapsch TrafficCOM-MODOT
09.2022 - 10.2024
Supervisor, Traffic Management
AECOM-MODOT
06.2019 - 09.2022
Some College (No Degree) - Business
St Louis Community College-Florissant Valley
Accounting
Alabama A&M University
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