Alexis Conrad
About Alexis Conrad
Alexis Conrad serves as an Ops Processor 1 at Primerica, where she analyzes account information and collaborates with various departments to support insurance agents. With a background in Accounting and Business Administration, she has over nine years of experience in her current role and previously worked as a Telesales Specialist at Sage.
Work at Primerica
Alexis Conrad has been employed at Primerica as an Ops Processor 1 since 2015. In this role, she analyzes account information, license parameters, and contract terms to assist insurance agents with policy quotes and contractual requirements. She serves as the primary point of contact for policy updates and inquiries related to commission breakdown and bonus payout dates. Additionally, she manages the end-to-end process for renewals and new business in a fast-paced, customer-focused sales environment. Her collaboration with Finance, Legal, and Billing departments is essential for reviewing complex contracts and defining specific deliverables.
Education and Expertise
Alexis Conrad studied at the University of North Georgia, where she pursued a Bachelor's degree in Accounting from 2018 to 2020. Prior to this, she attended Gwinnett Technical College, earning an Associate of Applied Science in Business Administration and Management from 2006 to 2008. Her educational background provides her with a solid foundation in financial principles and business management, which she applies in her current role at Primerica.
Background
Before joining Primerica, Alexis Conrad worked at Sage as a Telesales Specialist from 2006 to 2014. This eight-year experience in a sales environment equipped her with valuable skills in customer interaction and sales processes. Her transition to Primerica allowed her to leverage her sales experience while focusing on operational processes within the insurance sector.
Achievements
Throughout her career, Alexis Conrad has demonstrated a strong focus on enhancing overall quality, productivity, and financial performance through strategic initiatives. Her role at Primerica involves analyzing and improving processes that support insurance agents, contributing to the company's operational efficiency. Her ability to manage complex contracts and collaborate across departments highlights her expertise in the field.