A results-driven sales professional with over twenty years of sales experience and four years in creative branding and marketing. Seeking a position where I can utilize my skills and expertise to drive business growth and contribute to the success of the organization.
Overview
18
18
years of professional experience
Work History
Account Manager
CHELSIE PHILLIPS STATE FARM AGENCY
02.2023 - Current
Full-time position trained to manage a large portfolio of accounts, providing personalized insurance solutions and exceptional customer service
Conducted thorough police reviews and identified cross-selling and upselling opportunities to maximize account growth and revenue
Collaborated with underwriters and claims professionals to ensure efficient and timely resolution of client inquiries and claims
Conducted regular client meetings and insurance consultations to address any changes in coverage needs or policy updates
Built and maintained strong relationships with clients, understanding their insurance needs and providing appropriate coverage options
Obtained Life and Annuities Insurance License, achieved and exceeded sales targets, ranking among top performers within the agency.
Discipline Secretary
SEMINOLE COUNTY PUBLIC SCHOOLS
04.2022 - 02.2023
Full-time position trained to assist with all clerical responsibilities associated with the Dean of discipline
Receive and process all enrollment and withdrawal documents throughout the school year
Update daily master absence list, posting student daily absences to include all missed periods and check-in and check outs
Manage students monthly attendance reports and mail out truancy letters
Process and staff absences and coordinate substitute personnel
Care for ill or injured students and administer daily medication under the direction of the county nurse.
Realtor Outside Marketing & Sales
RE/MAX OPTIMA
03.2017 - 04.2022
Full-time position trained to act as an intermediary between buyer and seller and advise clients on market conditions, mortgages, and legal requirements
Developed and executed comprehensive marketing strategies to drive brand awareness and increase customer acquisition
Managed social media platforms, including creating engaging content, monitoring analytics, and interacting with followers to build brand loyalty
Assisted in the planning and execution of trade shows, conferences, and other promotional events to generate leads and increase brand visibility
Collaborated with sales associates and teams to create and implement marketing materials such as brochures, flyers, and digital advertisements
Ensured seamless flow of required documentation to and from clients; review agreements, inspection reports, counter offers and amendments and coordinate closings
Prepare documents such as purchase contract, addendums to contract, legal forms and coordinate closings.
Patient Services Coordinator
ARIZONA ONCOLOGY
10.2009 - 06.2012
Full time position trained to conduct patient financial interviews to assist with the billing process and or resolution of patient accounts
Assisted patients with financial assistance applications as needed and completed processing for assigned patients
Acted as a liaison with physicians and insurance companies to insure coverage for patient treatment
Obtained prior authorization for treatment
Updated patient records, scheduled patient for follow-up appointments to meet and discuss grants and payment plans.
Claim Coordinator
Lovitt & Touché
12.2005 - 10.2009
Full-time Position trained to be an advocate for personal and commercial clients
Obtained first report of loss from reporting party
Reviewed client policy for adequate coverage
Report claim to insurance carrier via phone, fax and / or email
Facilitated communication with insured and carrier, reviewed claim reserves
Monitored claim diary until closure
Prepared loss runs and presented claim reviews to commercial clients.
Education
North Marion High School
Brian Buffini Sales & Marketing -
Introduction to Wireless, Customer Acquisition, Personal Communications System, Time Management, Accredited Claims Adjuster Course, Microsoft Word, Microsoft Office, Outlook, Internet Explorer, Windows, Centricity, IKnowMed -
02.2024
03.2017
Skills
Relationship building
Communication and presentation
Customer service
Account management
Problem solving
Organizational and time management
Digital marketing
Social media management and content creation
References
References available upon request.
Hobbies and Interests
Spending time with family
Reading
Running
Traveling
Timeline
Account Manager
CHELSIE PHILLIPS STATE FARM AGENCY
02.2023 - Current
Discipline Secretary
SEMINOLE COUNTY PUBLIC SCHOOLS
04.2022 - 02.2023
Realtor Outside Marketing & Sales
RE/MAX OPTIMA
03.2017 - 04.2022
Patient Services Coordinator
ARIZONA ONCOLOGY
10.2009 - 06.2012
Claim Coordinator
Lovitt & Touché
12.2005 - 10.2009
North Marion High School
Brian Buffini Sales & Marketing -
Introduction to Wireless, Customer Acquisition, Personal Communications System, Time Management, Accredited Claims Adjuster Course, Microsoft Word, Microsoft Office, Outlook, Internet Explorer, Windows, Centricity, IKnowMed -