Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Account Executive
Centene
02.2024 - 11.2025
Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
Maintained and audited Salesforce records for brokers, prospects, and employer groups, ensuring quoting status, plan options, and enrollment data were accurate for regulatory reporting and sales forecasting.
Prepared detailed sales packets, benefit summaries, plan comparisons, and SBC-aligned materials for consultants, making sure all content met CMS, state, and underwriting guidelines.
Coordinated onboarding for new employer groups by collecting eligibility files, confirming plan selections, routing compliance documents, and partnering with operations to ensure accurate benefit installation.
Updated and organized sales collateral including plan grids, compliance notices, broker training decks, and product literature so consultants had current, approved materials for client meetings.
Identified workflow gaps between sales, underwriting, provider relations, and member operations, recommending process improvements that reduced quote turnaround times and improved the accuracy of group submissions.
Health Benefit Representative
Centene
09.2023 - 02.2024
Used Salesforce daily to manage member cases, track resolutions, and maintain accurate documentation for audits, compliance reviews, and leadership reporting.
Resolved complex benefit, eligibility, and coverage questions by reviewing plan rules, state guidelines, and internal policies to ensure members received clear and accurate information.
Worked closely with enrollment, underwriting, and provider relations teams to coordinate updates, prevent delays, and keep cases moving through the system.
Created concise benefit summaries, letters, and follow-up documentation that supported compliance requirements and improved member understanding.
Monitored trends in member issues and flagged recurring problems to leadership so processes could be corrected or clarified for the team.
Met with clients to develop employee cost-sharing strategies.
Relationship Banker
AmeriCU Federal Credit Union
10.2022 - 09.2023
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Adapted products and services to suit customers' changing financial circumstances.
Cultivated strong customer relationships by providing tailored advice and services.
Maintained in-depth product and service knowledge for well-informed customer advice.
Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Inside Sales Support Specialist
AmeriCU Federal Credit Union
05.2021 - 10.2022
Documented customer complaints and completed corrective action requests.
Researched and analyzed customer feedback to identify areas for improvement and growth opportunities.
Collaborated with vendor development and support staff to resolve various issues impacting sales activities.
Learned and frequently used multiple sales systems to investigate, track, and correct customers' issues.
Prepared and presented sales reports and customer profiles to upper management.