Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Languages
Timeline
Generic

Abreu GISELLE

Miami,Fl

Summary

Seeking a position with a growing company that will allows to excel professionally. Experienced and professional executive manager who excels in establishing excellent working relationships with customers, employees, vendors and contractors, meeting goals and targets bringing outmost growth to the corporations I’ve worked with. Talented Owner with excellent marketing, customer service and facility oversight skills and more than 10 years of experience. Highly effective and comfortable working with people at all levels in organization. Creative Business Owner with exceptional background spent as a Chief of Business Development (CBO) in the marketing and sales Industry. Proven leader with engaging demeanor and success working in most demanding environments. Talented in training and mentoring successful teams.

Overview

10
10
years of professional experience

Work History

Owner | Founder

Éclat Wealth Management LLC
11.2019 - Current
  • Creating company mission statement that guides company’s vision and values
  • Hiring, training, scheduling, supervising, and evaluating employees
  • Ensuring that all federal, state, and local laws are followed in all business activities
  • Analyzing financial statements and trends to manage cash flow and make business decisions
  • Determining pricing for products or services based on costs and competition
  • Logistics process by planning, implementing, and overseeing effective storage of goods and their transportation from point of origin until final destination
  • Developing marketing strategies for products or services to increase sales and brand awareness
  • Coached and guided client through personalized social media marketing strategies specific to their business needs to maximize their ROI.
  • Evaluating customer satisfaction to improve customer service and product offerings
  • Participating in industry organizations, conferences, and trade shows to promote products or services
  • Communicate customer business needs and expectations to Company’s process owners
  • Establishing and maintaining relationships with suppliers and vendors to secure best prices possible on materials needed for business operations
  • Communicating customer business needs to Company’s process owners
  • Interacted and connected between various entities maintaining dynamic business relationship within commercial landscape
  • Collaborations, and overseeing transactions between organizations, suppliers, customers, partners, and stakeholders
  • Assessed and controlled RTP activities
  • Managed Mid Size business, growing their revenue to $100,000 in first year
  • Discovered areas of improvement by generating quarterly operational and sales reports.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
  • Generated revenues yearly and effectively capitalized on industry growth.
  • Established, optimized and enforced business policies to maintain consistency across industry operations.
  • Conducted target market research to discover customer needs and analyze competitor trends.
  • Used knowledge of market trends to create value-added solutions resulting in significant increase in revenues.
  • Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
  • Established foundational processes for business operations.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Managed day-to-day business operations.
  • Trained and motivated employees to perform daily business functions.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
  • Trained and developed team members to build human capital.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.

Sales Support Analyst

HIGHMARK
09.2022 - 08.2023
  • Effective management of work flow ensuring efficient assignment and completion of work product deliverables, including educating external customers on simplified submission processes; policy research; identifying and implementing process improvements; prioritizing volume to ensure deadlines were met; preparing and/or reviewing proposals for accuracy and reasonableness before delivery; follow-up on open proposals and maintain timely status updates; analyze and coordinate implementation of sold cases to ensure accurate installation
  • Effectively performed account service activities: Attended meetings with sales personnel; investigated and resolved complex issues; provided timely and accurate responses to external customers
  • At senior level, mentor sales support staff and promote effective teamwork by assisting with training, ensuring understanding of duties, systems, workflows, process and procedures
  • Accurately and timely processed and set-up new or updated clients in appropriate system(s) maintaining HIPAA regulations
  • Other duties as assigned or requested as needed such fostering maintained and customer contracts up to date
  • Was responsible overseeing, predictive analytics and leveraging data analytics as well as predictive insights to offer strategic guidance, ensuring compliance with relevant regulations, driving growth through tailored strategies, and providing clients with competitive edge by offering valuable market intelligence.
  • Increased sales by 10%".
  • Gathered, organized and analyzed data, resolved discrepancies and modeled information.
  • Developed tools and processes to help improve operational efficiency and enhance sales team productivity.
  • Reviewed contracts for accuracy and validity of cost and quote information, contacting customers directly to resolve issues when appropriate.
  • Developed written documents and reports related to programs and operations.
  • Identified and analyzed project risks and developed mitigation strategies.
  • Delivered key metrics for sales, credit and warranties to drive success of business.
  • Automated data reporting by using Microsoft Excel macros.
  • Produced scheduled and ad hoc reports using Microsoft Excel.

Client Benefit Consultant

Florida Blue
11.2016 - 06.2021
  • Provide customer friendly service experience for customers with questions or issues related to healthcare, health insurance or related topics
  • Maintaining positive relationships at all organizational levels
  • Conducting and maintaining regulatory stipulation
  • Generate leads for new sales and sales of replacement and add-on products
  • Process retention consultations and customer contracts
  • Sell health and ancillary insurance products to Florida individual consumers while maintaining HIPAA regulations
  • Drive sales, ancillary, quality, phone, and chat objective for costumer channel
  • Drive customer to understanding, member’s engagement and consistent delivery of value-added products and services.
  • Managed over 50 customer calls per day.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions
  • Checked employees' benefits enrollment for accuracy and inputted all data into organization's Platform

Field Sales Executive

PFP
01.2015 - 11.2016
  • Service and sell portfolio of life, disability, critical illness, and accident insurance products
  • Building relationships with credit union members
  • Expand services and contribute to company’s growth by networking, partnering and solidifying business outside branches
  • Develop and maintain positive relationships at all levels of organization
  • Servicing Select Employee Group (SEG’s) and opening more accounts for new members.
  • Prospecting and Lead Generation: Identified potential clients and leads through various sources such as cold calling, networking events, referrals, and market research.
  • Client Engagement: Meeting with potential clients to understand their requirements, presenting products or services, and showcasing value proposition that company offers.
  • Sales Negotiation: Negotiated terms, pricing, and contracts with clients to reach mutually beneficial agreements.
  • Relationship Building: Developed and nurturing long-term relationships with clients, ensuring their needs were met and addressed any concerns or issues that were raised.
  • Market Research: Kept up-to-date with industry trends, competitor offerings, and market dynamics to effectively position company's products and services.
  • Sales Reporting: Kept accurate records of sales activities, maintaining sales pipeline, and providing regular reports to sales management.
  • Target Achievement: Meet and exceeded sales targets and quotas set by organization contributing to Company annual net worth growth.
  • Collaboration: Coordinated with internal teams such as marketing, product development, and customer support to ensure smooth sales process and customer satisfaction.
  • Feedback Loop: Provided feedback from clients and field to contribute to product and service improvements and overall business strategy.
  • Increased sales by 20%

Sr Account Manager

AIL
09.2013 - 01.2015
  • Represented organization at personnel-related hearings and investigations
  • Service standards and contracted performance levels were met and exceeded
  • Served as company representative at sales and marketing to promote company objectives by increasing annual sales goals
  • Hired, trained and led comprehensive one-on-one training for staff members about health and life insurance comprehensive plans
  • Collaborate, coordinate, and communicate across disciplines and departments
  • Relationship Management: Developed and maintained deep and enduring relationships with assigned key clients. Served as primary point of contact and built rapport based on trust and understanding.
  • Account Strategy: Formulated comprehensive account strategies aligned with clients' business goals. Identify growth opportunities and devise plans to maximize value clients derive from company's offerings.
  • Client Engagement: Regularly engaged with clients to provide updates, gather feedback, and address any concerns or challenges.
  • Conducted strategic discussions to align services with evolving needs.
  • Upselling and Cross-Selling: Identified opportunities to expand scope of engagement by upselling additional products or services to meet clients' changing requirements. Cross-sell complementary solutions to enhance overall value proposition.
  • Renewal Management: Oversee contract renewals, ensuring seamless transition and continuation of partnership. Mitigated potential obstacles and reinforced client's confidence in company's solutions.
  • Increased annual sales by 12%".
  • Strategic Consultation: Collaborated closely with clients to understand their long-term objectives, challenges, and aspirations. Provided strategic insights and recommendations to support business growth.
  • Problem Solving: Addressed client issues proactively, serving as bridge between client and internal teams to swiftly resolve challenges. Offered creative solutions to align with client's best interests.
  • Collaboration: Worked cross-functionally with sales, marketing, product, and support teams to deliver exceptional value to clients. Relayed client feedback to internal stakeholders for continuous improvement.
  • Data Analysis and Reporting: Analyzed account performance data to extract actionable insights. Generated regular reports and presentations to demonstrate value delivered and outline future strategies.
  • Client Advocacy: Acted as client advocate within company, ensuring their voice was heard in decision-making processes. Champion client interests while aligning them with company capabilities.
  • Leadership and Mentorship: Provided guidance and mentorship to junior account management team members. Shared expertise, best practices, and lessons learned to foster professional growth.
  • Innovation and Improvement: Continuously sought innovative ways to enhance client experience and exceed expectations. Stayed informed about industry trends and emerging technologies.
  • Ethical Conduct: Upheld highest ethical standards in all interactions, transactions, and negotiations, maintaining integrity of client relationship.
  • Offered constructive feedback and contributed ideas at weekly staff meetings
  • Contributed to organization’s profit maximization opportunity through networking and logistics
  • As Senior Account Manager role, was responsible for leveraging data analytics and predictive insights to offer strategic guidance, ensuring compliance with relevant regulations, driving growth through tailored strategies, and providing clients with competitive edge by offering valuable market intelligence.

Education

MBA - Business Administration, Business

Nova Southeastern University
Fort Lauderdale, FL
12.2020

BBA - Business Administration and Business Management

AIU American InterContinental University
Springfield, ILL
12.2014

Skills

  • Experience in public relations
  • Very efficient in multitasking and organizational skills
  • Leader in management and administrative duties
  • Benefits Coordinator
  • Negotiations
  • Insurance Expertise
  • MS Excel and Word
  • Power Point Editor
  • MS Access
  • Recipient of multiple internal awards
  • Business & sales Strategy
  • Recruiting & screening talent
  • HIPAA Regulations
  • Customer Contracts
  • Predictive Analysis
  • Business Relationship
  • Customer Relationship Management
  • Management Team Leadership
  • Investor Relations
  • KPI Management
  • Risk and Mitigation Analysis
  • Team Oversight
  • Marketing and Advertising
  • Finance and Accounting Operations
  • Change and Growth Management
  • Staff Management and Training
  • Mission and Vision
  • Operational Analysis
  • Verbal and Written Communication
  • Project & Financial Management
  • Operational Efficiency and Safety
  • Develop Business Structures
  • Reducing Costs
  • Corporate Strategy and Development
  • Consulting
  • Project, Account and Sales Oversight
  • Cash Flow Optimization
  • Capital Expenditure Planning
  • Manage Programs
  • Profit and Loss Analysis
  • Supplier Relations
  • Issue Identification
  • Strategic Project Planning
  • Build Revenue Streams
  • Quality Management Systems
  • Business Development
  • ROI familiarity
  • System integration
  • Succession Planing
  • Computer Skills
  • Organizational Skills
  • Time Management
  • Social Media Marketing Strategies

Affiliations

Author and Publisher of “100,000 Reasons To Invest 45 Minutes - Your Roadmap To Success” https://a.co/d/f2tekvX 2 | Resume

Additional Information

  • LICENCES
  • (State License) , Since 2013
  • License for Florida Life (Including variable annuity) 214 (10/2014)
  • License for Florida Life and Health (Including variable annuity) 215 (09/2013)
  • License for Florida Health and Accident 240 (11/2016)
  • License #: W161978

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Sales Support Analyst

HIGHMARK
09.2022 - 08.2023

Owner | Founder

Éclat Wealth Management LLC
11.2019 - Current

Client Benefit Consultant

Florida Blue
11.2016 - 06.2021

Field Sales Executive

PFP
01.2015 - 11.2016

Sr Account Manager

AIL
09.2013 - 01.2015

MBA - Business Administration, Business

Nova Southeastern University

BBA - Business Administration and Business Management

AIU American InterContinental University

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Abreu GISELLE