Looking for a job

Angie James

@angiejames

Customer success professional at Summit Life Group guiding clients from first contact through applications and follow-up.

United States

Message

At Summit Life Group, I guide clients from initial outreach through application completion and ongoing follow-up. I use CRM and communication systems to document interactions and keep client follow-up organized.

Previously, I supported clients as an independent contractor with AmericanAmicable Group and Roberts Marketing Group, helping them identify needs and consider appropriate solutions through consultative conversations.

At Interior Design Services Inc., I managed commercial interior projects from concept through completion, coordinating timelines, specifications, and installations. My experience also includes account support in architectural and contractor communities, as well as residential design consultation.

Experience

Work history, roles, and key accomplishments

Current

Licensed Life Insurance Agent

Current

Summit Life Group

Jan 2026 - Present (9 months)

Conduct proactive client communication to identify needs and guide solutions. Manage customer journey from outreach through application and follow-up.

CRM Client Communication Needs Assessment Pipeline Management Remote Support

Licensed Life Insurance Agent

American Amicable Group

Aug 2011 - Jan 2026 (14 years 5 months)

Conducted proactive client communication to identify needs and guide solutions. Managed customer journey from outreach through application and follow-up.

CRM Client Communication Needs Assessment Pipeline Management Remote Support

Territory Manager

Western Brick & Tile

Sep 2007 - Jul 2009 (1 year 10 months)

Developed and managed client relationships within architectural and contractor communities. Coordinated communication between clients, contractors, and internal teams.

Customer Relationship Management Account Management Project Coordination Communication Skills

Territory Sales Representative

GranitiFiandre SpA

Mar 2007 - Jul 2007 (4 months)

Supported architectural and design clients through relationship-focused business development and account management. Managed multiple client accounts and priorities.

Account Management Client Communication Pipeline Tracking Customer Engagement

Owner / Principal

Medical Documentation Unlimited

Oct 2005 - Mar 2007 (1 year 5 months)

Managed a medical transcription business providing accurate documentation support for physicians. Collaborated with healthcare professionals to ensure clarity and accuracy.

Medical Transcription Attention To Detail Organization Confidentiality Deadline Management

Sales & Project Manager

Interior Design Services Inc.

May 1996 - Jan 2006 (9 years 8 months)

Managed client relationships and commercial interior projects from concept through completion. Coordinated timelines, communication, specifications, and installations.

Project Coordination Customer Relationship Management Space Planning Furniture Specifications Communication Skills

Designer / Sales Consultant

The Peterson Group

Jun 1994 - May 1996 (1 year 11 months)

Collaborated with commercial and healthcare clients on workspace planning and design solutions. Maintained strong client communication throughout project development.

Design Space Planning Client Communication Furniture Specifications Customer Coordination

Residential Design Consultant

Hefner Furniture

Jun 1992 - May 1994 (1 year 11 months)

Assisted residential clients with furniture selection, home styling, and space coordination. Built strong customer relationships through attentive service and personalized recommendations.

Furniture Selection Home Styling Spatial Coordination Customer Relationship Management