Dynamic sales professional with a proven track record at TTEC, excelling in relationship building and sales leadership. Recognized for top performance in policy sales, I leverage strong teamwork and collaboration skills to drive results. Adept at generating referrals and enhancing customer loyalty, I consistently exceed targets while adhering to compliance standards.
Selling Property and Casualty policies to consumers on the Progressive contract. Providing quotes for consumers calling in and providing support to current customers with inquiries on their current policies. Renewing policies of current policy holders. Generating referrals for renters and homeowners for our homeowner's team. Assisting agents with their client's Progressive policies. Adhering to all compliance regulations in completing all job duties. Top performer on the TTEC/Progressive contract most recently in June 2025. Top sales performance in October 2024 and November 2024. Licensed in 30 states. National Insurance Producer Number 19211060
TTEC/Charles Schwab Contract (9/2022 - 12/2023
Handling inbound calls relating to the Schwab acquisition of TD Ameritrade. Assisting clients with the online platform. Helping clients with transfer of assets. Answering questions about client's trade accounts and assisting with balance inquiries as well as guiding client's with adding beneficiaries to their accounts. Providing help with client's authorizing trade authorities to others. Authenticating customers and updating contact information. Fingerprinted with FINRA.
TTEC/Bank of America Contract (01/2011 - 09/2022)
Handling inbound calls in regard to checking, savings, and credit card accounts. Assisting customers with balance inquiries, reviewing transactions, making payments, online banking, and reward redemptions. Providing assistance with reviewing fees, handling escalations, and promoted to Supervisor. Assisted with Quality Assurance and evaluated associate's calls for adherence to all policies and procedures.
Responsible for calling on primary care physicians in Morgantown, Fairmont, Clarksburg, Bridgeport, Weston, Buckhannon, Elkins, Salem, New Martinsville, Grafton, and Philippi West Virginia. Promoted Micardis, AARB for hypertensive patient. Promoted Mirapex (approximately 3 months) dopamine agonist for restless leg syndrome. Recruited physicians for various dinner programs and coordinated with various speakers for dinner programs. Also promoted Spiriva, anticholinergic, for COPD. Awarded President's Club Silver Ranking in 2008. Awarded President's Club in 2009.
Developed strong relationships with healthcare providers to increase brand awareness and promote products. Established strong relationships with primary care and internal medicine physicians, as well as endocrinologists. Promoted Coreg, non-selective beta blocker, Avandia Franchise, thiazoliadinedione. Avodart, alpha reductase inhibitor to primary care and internal medicine physicians as well as urologists. Demonstrated expertise in pharmaceutical sales, including product
knowledge, customer relations and market analysis. Consistently covered the Morgantown, Fairmont Grafton, Phillipi, Moorefield, Petersburg, Romney, Keyser West Virginia territory. Additionally, consistently covered Oakland, Frostburg, and Cumberland Maryland as well. Coordinated with counterparts on dinner programs, and territory routing. Collaborated with diabetes educators at WVU Medicine as well as various pharmacies and promoted our A1C challenge kits. Organized lunch and learns with various offices. Recruited for dinner programs and collaborated with speakers for various dinner programs. Discussed with team members dinner program strategies and pull through with Specialty Representatives. Prepared detailed reports outlining progress against goals set forth by management team. Responsible for company vehicle, expense report, and samples of all medications.
Established a professional rapport with patients, physicians, nurses and other medical staff during client visits. Promoted Paxil CR, Coreg, Avodart, and Malarone. Vaccines experience for approximately 6 months. Coordinated with Paxil CR, Coreg, and Avodart leads to co-promote products. Recruited to for various dinner programs.