Summary
Overview
Work History
Education
Skills
Timeline
Generic

Annie Slocum O’Neill

Spring Hill,FL

Summary

Dedicated Customer Service professional with proven multitasking abilities, and over 20 years experience in fast-paced, team-based environments. Committed to maintaining professional relationships to increase profitability and drive business results. Passionate about promoting lasting customer satisfaction by delivering top-notch service and unparalleled support. Effectively drives revenue with skilled promotional and problem-solving abilities. Gifted in working with stressed, confused and upset individuals in need of information and supportive guidance to navigate complicated systems. Skilled at operating within established regulations and company/department guidelines to manage telephone calls, emails, letters and in-person requests for assistance.

Overview

7
7
years of professional experience

Work History

Medicare Specialist

Health Plan One LLC
Tampa, FL
05.2021 - Current
  • Trusted advocate and guide to customers, assessing needs through probing questions and active listening.
  • Explaining complexities of Medicare system and empowering clients to select products that deliver their desired benefits.
  • Strict adherence to Medicare compliance regulations throughout enrollment process.
  • Manage over 100 calls per day, helping customers with a positive attitude and focus on customer satisfaction.

Broker & Client Advocate

Annie O. Insurance Pro
Spring Hill, FL
01.2019 - Current
  • Ability to adapt/respond to different personalities and communication styles.
  • Assessment of needs, presentation of options and facilitation of policy enrollment for individuals and small businesses.
  • Increased sustainable relationships with customers through timely follow up and pertinent correspondence.
  • Surpassing customer retention quotas, resulting in less than 10% customer churn.
  • Handling calls, and emails, addressing customer inquiries, solving problems and providing product information.

Insurance Agent

Assurance IQ
Bellevue, WA
06.2018 - 10.2019
  • Increased conversion of high volumes of outbound and inbound leads into new clients in remote and call center environments.
  • Consistently exceeded personal/customer service team sales targets and call handling quotas.
  • Answered client questions and concerns, processed enrollments, and acquired referrals for new business.
  • Recommended products to customers, thoroughly explaining details.

Service Training Manager

Mellow Mushroom Pizza Bakers
Fort Lauderdale, FL
11.2016 - 05.2018
  • Created and delivered new employee onboarding and training curriculum.
  • Managed new employee orientation training process for more than 35 employees each year.
  • Coordinated ongoing service/technical/product training, and personal development classes for staff members.
  • Supporting staff throughout all steps of service by stepping into any role necessary, to ensure consistent outstanding guest experiences.
  • Oversight of daily operations, delegation of authority, and sales performance tracking.
  • Scheduling service staff, monitoring inventory and profit/loss assessment.

Field Manager

Grassroots Campaigns
Fort Lauderdale, FL
07.2016 - 11.2016
  • Training, mobilizing, and supervising teams of canvassers, while orienting new team members each day.
  • Coordinated and scheduled field personnel to cover operations throughout assigned regional area.
  • Monitored personnel performance to identify opportunities for improvement and develop solutions to productivity issues.
  • Developed and implemented processes and strategies to achieve operational goals.

Education

High School Diploma -

Pattonville Sr. High School
Maryland Heights, MO
06.1995

Coursework Towards Associate of Arts - Anthropology

Broward College
Fort Lauderdale, FL

Skills

  • Calm and Professional Under Pressure
  • Upselling Products and Services
  • Customer Account Management
  • Multitasking and Prioritization
  • Efficient and Detail-Oriented
  • Issue and Complaint Resolution
  • Team-Oriented and Cooperative
  • Strong Analytical and Problem Solving Skills
  • Training Development Aptitude
  • Exceptional Interpersonal Skills
  • Reading
  • MS Office, Windows & CRM Software
  • Verbal and Written Communication

Timeline

Medicare Specialist

Health Plan One LLC
05.2021 - Current

Broker & Client Advocate

Annie O. Insurance Pro
01.2019 - Current

Insurance Agent

Assurance IQ
06.2018 - 10.2019

Service Training Manager

Mellow Mushroom Pizza Bakers
11.2016 - 05.2018

Field Manager

Grassroots Campaigns
07.2016 - 11.2016

High School Diploma -

Pattonville Sr. High School

Coursework Towards Associate of Arts - Anthropology

Broward College
Annie Slocum O’Neill