Anyssa Potacki
Hammond,IN
Summary
Dynamic sales professional with extensive experience in life insurance and business development. Proven ability to assist clients in selecting the right policies while maintaining meticulous records and collaborating with underwriting teams to drive timely approvals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
UniTrust Financial
11.2025 - Current
- Assisted clients in selecting appropriate life insurance policies based on needs.
- Conducted thorough assessments of client financial situations and goals.
- Educated clients on policy features, benefits, and exclusions effectively.
- Maintained accurate records of client interactions and policy documentation.
- Collaborated with underwriting teams to facilitate timely policy approvals.
- Provided ongoing support and guidance to clients throughout the policy lifecycle.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Ensured compliance with regulatory requirements and industry standards consistently.
- Prepared quotes for prospective customers based on their individual needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Educated clients on various types of life insurance policies available in the market.
- Obtained underwriting approval by completing application for coverage.
BDC Manager
Bill Kay Buick GMC
Downers Grove, US
07.2025 - Current
- Managed daily operations of the business development center.
- Trained staff on customer interaction and lead generation techniques.
- Oversaw appointment scheduling for sales and service departments.
- Collaborated with sales team to enhance customer engagement strategies.
- Analyzed lead conversion data to improve follow-up processes.
- Implemented training programs for new BDC representatives.
- Coordinated marketing campaigns to attract potential customers.
- Developed scripts for effective communication with clients and prospects.
- Answered incoming questions via phone and email discussing advertised pricing and inventory.
- Developed policies and procedures related to the BDC operations.
- Reviewed performance metrics regularly to monitor progress against goals set for the BDC team.
- Assisted in developing training materials for new employees joining the BDC team.
BDC Representative
Rizza Buick GMC Cadillac
Tinley Park, US
01.2023 - Current
- Managed inbound and outbound communications with customers regarding vehicle inquiries.
- Coordinated service appointments to optimize customer satisfaction and operational efficiency.
- Assisted customers with product information and vehicle features during phone interactions.
- Utilized CRM systems to track customer preferences and follow-up reminders effectively.
- Collaborated with sales team to ensure a seamless transition from inquiry to purchase.
- Provided ongoing support for customer issues, ensuring timely resolution and engagement.
- Trained new representatives on company policies, communication protocols, and product knowledge.
- Maintained detailed records of customer interactions for quality assurance purposes.
- Assisted customers with inquiries, product selection, ordering, and scheduling appointments.
- Scheduled follow-up appointments for customers when necessary.
- Developed strong working relationships with internal departments to ensure customer satisfaction.
- Processed incoming calls, emails, and web chat requests promptly and professionally.
- Followed up with customers after the sale to ensure their satisfaction with the product or service purchased.
- Provided support to other BDC representatives as needed.
Business Development
Napleton Nissan
Schererville, US
02.2020 - 04.2021
- Cultivated a culture of innovation and continuous improvement within the business development team.
- Planned, initiated and directed marketing inquiries to develop target markets and recommend business development strategies.
- Developed strategies for streamlining processes and increasing efficiency in the Business Development Department.
- Monitored changes in the industry landscape and identified opportunities for new business development.
- Provided ongoing training and coaching to junior members of the business development team.
- Coordinated efforts between departments across the organization that impact business development activities.
- Developed workable business development ideas to capture loans through internal and external sales distribution channels.
- Capitalized on opportunities for account growth and business development.
- Monitored key performance indicators related to business development activities.
- Conducted competitive analysis to identify industry trends and opportunities for new business development.
Security Officer
Allied Universal
03.2020 - 05.2020
- Monitored premises to ensure safety and security of personnel and property.
- Conducted regular patrols to identify and address potential safety hazards.
- Responded swiftly to incidents, providing assistance and documentation as needed.
- Collaborated with law enforcement during emergency situations and investigations.
- Managed access control by verifying credentials of visitors and employees.
- Prepared detailed reports on daily activities and unusual occurrences for management review.
- Trained new security staff on procedures, protocols, and emergency response techniques.
- Implemented security protocols to maintain a safe environment for all personnel.
- Conducted regular security patrols of the facility grounds, parking lots, and perimeter areas.
- Greeted staff, guests, vendors, contractors. upon arrival at the facility entrance.
Sales Consultant
Bosak Nissan
Burns Harbor, US
08.2019 - 01.2020
- Engaged customers to understand their needs and recommend suitable vehicles.
- Conducted product demonstrations to showcase vehicle features and benefits.
- Managed customer inquiries through various communication channels effectively.
- Collaborated with the finance team to facilitate customer financing options.
- Maintained up-to-date knowledge of automotive industry trends and competitor offerings.
- Assisted in developing promotional strategies to enhance product visibility.
- Provided exceptional customer service to ensure a positive buying experience.
- Trained new sales staff on company policies and sales processes efficiently.
- Analyzed customer needs and identified solutions to meet their requirements.
- Worked with fellow sales team members to achieve group targets.
Accounting Clerk
Bosak Motors
Merrillville, US
02.2019 - 08.2019
- Processed customer invoices and maintained accurate financial records.
- Assisted in reconciling bank statements and resolving discrepancies.
- Prepared financial reports for management review and audits.
- Managed accounts payable and ensured timely vendor payments.
- Utilized accounting software to track expenses and revenues efficiently.
- Communicated with clients to address billing inquiries and concerns.
- Monitored inventory levels and recorded transactions in the system.
- Collaborated with team members to streamline accounting processes.
- Processed both outgoing and incoming payments and invoices.
- Processed invoices, payments, and statements in a timely manner.
Receptionist
Bosak Chevrolet and Kia
Burns Harbor, US
07.2018 - 02.2019
- Greeted customers warmly and provided assistance upon arrival.
- Managed incoming calls and directed inquiries to appropriate departments.
- Maintained organized reception area, ensuring cleanliness and professionalism.
- Scheduled appointments for service and sales departments efficiently.
- Processed customer payments and handled basic financial transactions accurately.
- Developed strong relationships with customers, fostering a welcoming environment.
- Coordinated communication between departments to enhance workflow efficiency.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Scheduled and confirmed appointments.
- Greeted visitors and provided them with assistance.
Title Clerk
CIRCLE BUICK GMC
Highland, US
08.2017 - 07.2018
- Processed vehicle titles and registrations efficiently for customer transactions.
- Maintained accurate records of title documents and legal compliance.
- Coordinated with state agencies to ensure timely title transfers.
- Assisted customers in understanding title requirements and procedures.
- Reviewed documentation for accuracy before finalizing transactions.
- Managed inventory of title supplies and forms for operations.
- Trained new staff on title processing protocols and best practices.
- Collaborated with sales team to resolve title-related customer inquiries.
- Processed applications for new titles, transfers and duplicate titles.
- Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
Cashier/Customer Service
Webb Hyundai
Highland, US
05.2017 - 03.2018
- Processed customer transactions efficiently at a leading automotive dealership.
- Maintained accurate cash drawer and balanced registers daily.
- Collaborated with sales team to support smooth customer interactions.
- Assisted customers with inquiries about vehicle features and pricing.
- Managed inventory of merchandise in the cashier area effectively.
- Handled returns and exchanges according to dealership policies.
- Trained new cashiers on procedures and customer service standards.
- Provided a positive shopping experience through friendly service and support.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Accepted cash and credit card payments, issued receipts and provided change.
- Operated cash register or POS system to receive payment by cash, check and credit card.
Shift Supervisor
Luke Oil
Merrillville, US
10.2016 - 02.2017
- Supervised daily operations and ensured compliance with safety protocols.
- Trained and mentored new employees on store procedures and customer service.
- Resolved customer inquiries and complaints effectively and professionally.
- Managed inventory levels and coordinated product restocking efforts.
- Scheduled shifts for staff to optimize coverage during peak hours.
- Conducted routine inspections to maintain cleanliness and organization standards.
- Collaborated with management to develop team performance improvement strategies.
- Implemented promotional displays to enhance product visibility in-store.
- Communicated clearly with employees regarding job duties, expectations, and policies.
- Provided on-the-job training to new staff members.
Key Holder/Sales Lead
Dollar General
Schererville, US
08.2015 - 04.2016
- Managed store operations during shifts and ensured compliance with policies.
- Assisted customers in locating products and provided excellent service.
- Trained new employees on store procedures and customer service standards.
- Conducted inventory checks and restocked shelves as needed.
- Organized merchandise on shelves and maintained a clean shopping environment.
- Oversaw cash register operations and handled cash transactions accurately.
- Implemented loss prevention strategies to minimize shrinkage risks.
- Collaborated with team members to achieve store goals and enhance customer experience.
- Managed key holder responsibilities such as opening and closing the store, setting alarms.
- Provided customer service including cashiering, merchandising and restocking shelves.
Education
Criminal Justice -
Southern New Hampshire University
New HampshireAccounting -
Indiana Wesleyan University
Indianapolis, INHigh school diploma or GED -
Crown Point High School
Crown Point, INSkills
- Hand tools
- Relationship management
- Accounts Payable
- Computer hardware
- Powerpoint
- Editing
- Cash handling
- Databases
- Documentation review
- Live chat
- Customer support
- Teamwork
- Social media management
- Retail sales
- Dispatching
- Dealership experience
- Dealership operations
- Cash register
- Marketing automation
- Marketing
- Telephony
- Clerical experience
- Quickbooks
- Windows
- Google Workspace
- Call center management
- Digital marketing
- Attention to detail
- Accounts Receivable
- Warm calling
- Customer Service
- Business development
- CDK
- B2B
- Customer communication
- Cold Calling
- Inside sales
- Typing
- Sales team management
- Microsoft Office
- Manager
- Automotive service
- Telemarketing
- Outbound sales
- Technical sales
- Sales
- Accounting
- Lead generation
- ERP systems
- Negotiation
- Sales strategy
- Direct sales
- GM vehicles
- Google Docs
- Google Ads
- Computer operation
- Toddler care
- Supervising experience
- CRM software
- AI
- Analysis skills
- Presentation creation
- Critical thinking
- Tax Experience
- Microsoft, Excel, Power Point
- Title Processing
- Salesforce
- Shift management
- Customer service
- Accounts receivable
- Mechanical knowledge
- Cold calling
- Time management
- Grammar Experience
- Multitasking
- Training & development
- Front desk
- Business Development
- Accounts payable
- Writing skills
- Microsoft Access
- Call center agent experience
- Training
- Phone answering
- Stocking and Loading
- Sales negotiation
- Word
- CRM
- Outlook
Certification
- Driver's License, 03/01/19, Present
- Life Insurance License
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Life Insurance Agent
UniTrust Financial
11.2025 - Current
BDC Manager
Bill Kay Buick GMC
07.2025 - Current
BDC Representative
Rizza Buick GMC Cadillac
01.2023 - Current
Security Officer
Allied Universal
03.2020 - 05.2020
Business Development
Napleton Nissan
02.2020 - 04.2021
Sales Consultant
Bosak Nissan
08.2019 - 01.2020
Accounting Clerk
Bosak Motors
02.2019 - 08.2019
Receptionist
Bosak Chevrolet and Kia
07.2018 - 02.2019
Title Clerk
CIRCLE BUICK GMC
08.2017 - 07.2018
Cashier/Customer Service
Webb Hyundai
05.2017 - 03.2018
Shift Supervisor
Luke Oil
10.2016 - 02.2017
Key Holder/Sales Lead
Dollar General
08.2015 - 04.2016
Criminal Justice -
Southern New Hampshire University
Accounting -
Indiana Wesleyan University
High school diploma or GED -
Crown Point High School