Beau Phillabaum
San Diego,CA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
6
6
years of professional experience
Work History
Customer Care Associate
Select Quote
Denver, CO
12.2019 - 08.2020
- Commission based sales representative
- Top 10% of sales reps in 90th percentile
- 1 CCA in product group for 2 months straight, within first 90 days of employment.
- Recorded detailed notes of all customer interactions in CRM system.
- Surpassed quality target by working through scripted response plans and applying personal knowledge base to resolve concerns.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
Operations Manager
Bulldog Burgers
Brooklyn, NY
05.2014 - 08.2020
- Recruited and operationalized teams of 60+ individuals per event
- Delegating workforce responsibilities to create efficiencies and streamline processes
- Coordinate schedules
- Distribution of payment
- Training and enablement of personnel, ensuring understanding of responsibilities among direct reports.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Directed operations staff by providing guidance, training, and support in order to meet company objectives.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
- Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
- Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
- Recruited, hired and trained crew members on application of projects, customer relations and customer service.
AEP Sales Rep
AEP Energy
Columbus, OH
02.2017 - 06.2018
- Door to door sales of utilities, including gas and electric
- Recruited in (by customer at bartending gig)
- Brokerage sales for gas and electric, providing opportunities to switch over from market majority leader AEP to other providers
- Providing information based on usage data to enable data-driven decision making
- Tailoring provider recommendation based on customer needs, illustrating the value provided by our solution compared to competitors
- Foster relationships
- Facilitate sale, finalize sale
- Follow up monthly post-sale to ensure customer satisfaction and maintain customer relationship and increase probability of customer retention.
- Conducted market research to identify potential customers and their needs.
- Provided technical support for customers using the company's products or services.
- Maintained accurate records of all sales and prospecting activities.
- Researched competitors' products, prices, and sales techniques.
- Performed regular follow-ups with prospects to close deals in a timely manner.
- Identified opportunities for cross-selling additional products and services.
Education
Marine Corps
Skills
- Project Management
- Inbound Customer Service
- Documentation And Reporting
- Sales professional with experience in insurance and energy sales
- Operationalizing personnel in the events space
- Dedicated
- Committed
- Passionate
- Enthusiastic
- Outgoing Personality
Timeline
Customer Care Associate
Select Quote
12.2019 - 08.2020
AEP Sales Rep
AEP Energy
02.2017 - 06.2018
Operations Manager
Bulldog Burgers
05.2014 - 08.2020
Marine Corps