Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
16
16
years of professional experience
Work History
Account Executive
Infinity, Inc.
Cedar Rapids, IA
02.2023 - Current
Exceeded monthly sales targets consistently, contributing to the overall success of the team.
Provided professional services and support in a dynamic work environment.
Acted as a team leader in group projects, delegating tasks and providing feedback.
B2B sales
B2C sales
Client engagement
Appointment Setting
Hospital Service Supervisor
Kansas City Orthopaedic Institute
Leawood, KS
08.2021 - 05.2023
Oversee daily operations of admissions for Surgery, Pain, and Rehab. Including but not limited to monitoring and resolving customer service issues/processes/outcomes, answer questions, and provide guidance and training.
Hire, evaluate, and counsel assigned staff. Responsible for completing assigned share of daily tasks.
Communicate and work cooperatively with other Dept. staff of the Hospital as well as staff in the clinics.
Reporting, resolve customer service issues, software changes, update forms, staff meetings, keep meeting minutes, and Payroll. Provide reports/spreadsheets to Director as applicable and track various stats/data for proper handling, resolution, and reporting purposes.
Train staff to provide exceptional customer service as the staff on the front line creates the first impression of the Hospital. Train the staff on all required operational procedures and use continuous improvement skills to consistently upgrade the process.
Responsible for covering and or providing coverage of staff.
Maintain/create applicable policies and procedures.
Maintain/change applicable tables in Hospital software applications and other designated sites.
Create/track Dept. goals as applicable.
Handle any negative Patient Bond survey results assigned.
Keep job descriptions up to date for designated staff.
Moat Service/Sales Supervisor/Trainer
GEICO
Lenexa, KS
01.2018 - 08.2021
Conducted regular performance reviews for staff members, identifying areas for growth and providing constructive feedback.
Delegated tasks to administrative support staff to organize and improve office efficiency.
Successfully managed high-pressure situations, maintaining composure while finding solutions to complex problems quickly.
Coach and develop associates to drive results.
Evaluate interactions between associates and customers to determine areas in need of improvement.
PMT
Mentored 25 new employees as part of peer-to-peer mentoring program to improve efficiency of onboarding process.
Trained new sales employees to ensure seamless onboarding process, resulting in an average 63% performance improvement within 2 months.
Created materials to train new employees on company policies and procedures and streamlining onboarding processes.
Supervised multiple 30-person teams and held biweekly check-in sessions to learn their professional development goals, helping seven employees advance to management positions.
Designed training materials for 11 pilot programs with 100% success on each.
Coached 16 interns to provide instruction on department workflows, resulting in 14 permanent hires at the end of the internship session.
Coordinated with a team of corporate trainers to develop training curriculum and create lesson plans to improve compliance with customer service and sales best practices, resulting in a 52% improvement in customer satisfaction according quarterly to survey results.
Evaluated the effectiveness of training programs and monitored all onboarding and continuous learning events to ensure consistency for new hires and existing employees.
Delivered e-learning and in-classroom instruction to large groups of 20-30 new hires.
Certified to deliver and facilitate an interactive True Colors Personal Awareness and Success 3- hour Workshop to organizations and individuals. Develop training materials, and utilized differentiated instruction techniques based on employees learning style.
Created and designed the processes and procedures for sales, management, and project management implementation.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Responded to customer requests for products, services, and company information.
Implemented new service strategies, effectively reducing the number of escalated complaints received by management.
Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
Provide exceptional, personalized service ensuring every policy holder interaction is positive.
Ensure that policy requirements are fulfilled, including completion of appropriate forms.
Customize insurance policy to suit individual customers, often converting a variety of risks.
Explained features, advantages and disadvantages of various policies to preserve policyholders.
Developed and executed strategies to compete with other individuals or companies who sell insurance.
Called on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes to policy.
Medical Administration/Office Manager/NCMA
Wiregrass Wellness Center
Dothan, AL
04.2014 - 01.2017
Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Developed detailed plans based on broad guidance and direction.
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
Managed executive calendar and coordinated weekly project team meetings.
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness.
Established and developed highly-efficient and dependable administrative team by delivering ongoing coaching and motivation while providing opportunities for career acceleration through achievements.
Took vitals and intake on behavior health patients.
Administration of medication.
Drew blood and ran labs.
Office Administrator
Gardner Real Estate
Dothan, AL
09.2008 - 09.2013
Assisted in organizing and overseeing assignments to drive operational excellence.
Managed and properly accounted for petty cash issued to facilitate general office activities.
Led businesses efficiently through attention to detail while performing under pressure and meeting time constraints.
Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
Sorted, received and distributed mail correspondence between departments and personnel.
Education
Bachelor of Science - Business Administration And Management