Summary
Overview
Work History
Education
Skills
Timeline
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Betty Zotti

Pacifica

Summary

Driven sales professional offering more than ten (10) years of experience in customer service, financial management, accounting/administration and home sales. Adept in operating with a high level of detail, quality, and efficiency within small to mid-sized businesses. Effective manager focused on ensuring smooth process from beginning to end. Proactive in identifying and resolving issues with exceptional planning and organization abilities.

Overview

11
11
years of professional experience

Work History

Relationship Case Manager

Highland Capital Brokerage
06.2023 - 11.2024
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
  • Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
  • Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.

New Business Director

Financial Professionals Group
10.2022 - 05.2023
  • Work on getting applications approved as quickly as possible while maintaining a high level of professionalism.
  • Managing our entire book of pending businesses (100-120 cases at any given time) by proactively communicating with sales staff, advisors, vendors and multiple insurance carriers to expedite new business and the application process.
  • Provide high level of service to advisors, vendors, and carriers. Proactively manage emails and phone calls in a timely manner. Research & respond to financial advisor inquiries.
  • Send out daily status reports to our financial advisors.
    Running term quotes for advisors based on their client's needs.
  • Manage our overnight new business team to ensure emails, status reports, and inquiries are handled correctly and in a timely manner.
  • Resolve all escalated issues and inquires from our new business team.

Financial Professional Relations

Financial Professionals Group
03.2019 - 05.2023
  • Process monthly commissions; this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payment
  • Summarize and communicate commissions data to participants including maintaining dashboards and reports
  • Review and enter commissions data into CRM
    Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commissions and payment process
  • Audit of commissions statements to ensure the organization is receiving correct payments
  • Troubleshooting commissions issues and resolve through analysis and investigation
  • Assist in documenting, identifying, monitoring and proactively improving business processes and controls related to areas of responsibility

Accountant

SwoopMe
05.2018 - 05.2019
  • Managed the entire AP/AR process
  • Prepared month end report for internal financial analysis
  • Developed & implemented a new payment system to expedite accounts
    payable
  • Established a refunds procedure to save the company thousands of
    dollars.

Realtor

RE/MAX Today
05.2014 - 09.2015
  • Sold 14 homes during first year in real estate. Developed long-term relationships with clients who continued to support my business by referring friends, family and co-workers. Fiercely advocated on behalf of my clients and saved them thousands of dollars. Continued to receive referrals long after moving to a new city.
  • Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
  • Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
  • Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
  • Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.


Education

Psychology

University of Illinois At Urbana-Champaign
Champaign, IL
05-2013

Skills

  • Account Management
  • Lead Generation
  • CRM
  • Outlook
  • Finance
  • Sales
  • Life Insurance
  • Case documentation
  • Time management
  • Case management
  • Problem-solving
  • Documentation and reporting
  • Relationship building
  • Client advocacy

Timeline

Relationship Case Manager

Highland Capital Brokerage
06.2023 - 11.2024

New Business Director

Financial Professionals Group
10.2022 - 05.2023

Financial Professional Relations

Financial Professionals Group
03.2019 - 05.2023

Accountant

SwoopMe
05.2018 - 05.2019

Realtor

RE/MAX Today
05.2014 - 09.2015

Psychology

University of Illinois At Urbana-Champaign

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Betty Zotti