Summary
Work History
Education
Skills
Timeline
Generic

Caitlin Bell

Bay Minette,AL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Work History

Business Development Representative

InFocus Solutions
Portland, OR
2024 - 2026
  • Developed and maintained relationships with key clients to drive sales growth.
  • Tracked sales metrics and provided regular reports to management for strategic planning.
  • Led cross-functional initiatives to enhance customer experience and streamline processes.
  • Implemented CRM systems to improve tracking of leads and optimize follow-up strategies.
  • Used DriveCentricc to handle current portfolio and prospective leads.

Travel Insurance Representative

Wanderwell Travel Insurance Agency
Portland, OR
2022 - 2023
  • Assisted travelers in purchasing trip protection style insurance plans and post-departure medical plans
  • Worked closely with the BJE (Bureau of Jewish Education) along with dozens of other partner affiliates/travel agents to ensure travelers' questions regarding insurance was answered in a transparent manner
  • Advocated on travelers' behalf with Nationwide Insurance and Meridian Insurance concerning claims inquiries and issues
  • Communicated with claims to ensure an easy and seamless claims process for the insured
  • Provided expert guidance on claims processing, enhancing client satisfaction and trust.

Travel Insurance Representative

Trawick International
Fairhope, AL
2021 - 2022
  • Onboarded agents and brokers, into the administrative portal to ensure that correct commissions on sold plans were paid correctly
  • Trained agents and brokers on travel insurance policies on how to navigate the portal, to ensure the correct quote was being sent to travelers
  • Redirected appropriate claims issues to contacts at Nationwide so travelers were kept up to date on that status of their claim
  • Assisted travelers in selecting and purchasing insurance and share knowledge of different policies offered to ensure travelers are adequately covered during their domestic and/or international travels
  • Presented features and benefits of insurance plans to sell products in order to have agents commissioned properly, according to the state they reside in
  • Responded to travelers' questions and resolved issues with current and existing policies through various forms of communication such phone calls, live chats and emails. These include, but not limited to, DOB/name corrections, travel date changes, increase/decrease in trip costs, etc.
  • Stayed up to date on the minimum requirements needed by other countries due to COVID restrictions and guidelines to ensure travelers are purchasing the correct policy
  • Worked closely with colleagues and management staff to ensure travelers are receiving prompt and accurate information when choosing a plan. We strive to maintain the reputation of fast and friendly customer service for the best experience possible while planning their trip

Personal BankerI/Sales and Service Associate

BBVA
Daphne, AL
2018 - 2020
  • Assisted clients with personal debt consolidation through extensive knowledge in loan and credit card options
  • Correctly and efficiently processed teller transactions such as check cashing, transfers, deposits, withdrawals, payments etc.
  • Consistently met quarterly goals which included selling products, opening accounts, positive customer service ratings, loan production and bringing new money into the bank

BDC Coordinator/Client Advocate

Tameron Honda Eastern Shore
Daphne, AL
2016 - 2018
  • Scheduled appointments to test drive vehicles and have trade ins appraised
  • Coordinated with finance and sales to ensure client had excellent car buying experience
  • Calculated the front/back of house numbers on sold logs to determine profit
  • Met weekly/monthly quotas for calls/sales/appointments on new and used cars
  • Coordinated daily operations to enhance workflow efficiency and optimize team productivity.
  • Developed and implemented training programs for new staff, improving knowledge retention and onboarding experience.

Prep School/Boutique Assistant

Smeraglia's Enterprises
Robertsdale, AL
2013 - 2015
  • Checked dogs in and out of boarding and day school, made sure all vaccinations were current, balanced a cash register daily, scheduled grooms, set up consults for dog training
  • Represented Smeraglia Enterprises with excellent customer service and extensive knowledge in the raising/training of goldendoodles and schnoodles
  • Scheduled spay/neuter for doodle prep school dogs, updated puppy vaccinations for trainers, assisted videographer in the uploading of weekly training videos
  • Stayed in constant communication with prep school clients regarding their puppy's progress in training through phone/email
  • Made sure clients had all necessary information needed for a smooth transition in bringing home their puppy; this included sending them their puppy's homecoming information (detailed daily schedule, puppy kit supplies, medicine/vaccinations puppy was on during prep school stay, etc), checking on their puppy after its arrival, and forwarding their questions after receiving their puppy to its trainer
  • Processed, packaged and shipped orders made from our online boutique

Teller

New Horizons Credit Union
Daphne, AL
2011 - 2013
  • Duties included opening and closing member accounts, opening and closing IRAs and CDs, ordering and capturing debit cards, ordering checks, pulling members' account history, balancing my cash drawer daily, scanning/indexing checks, updating member records, ordering money, balancing the ATM, balancing the vault and other basic teller transactions
  • Trained and tested in BSA regulations as well as OFAC procedures
  • Trained to recognize counterfeit money or checks and how to deal with situations where fraudulent activity has occurred
  • Maintained compliance with regulatory standards during cash handling and reporting.

Education

High School Diploma -

Daphne High School
Daphne, AL
05.2026

Some College (No Degree) - Communications/English

Warner Southern University
Lake Wales, FL

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Flexible and adaptable
  • Multitasking Abilities
  • Computer skills

Timeline

High School Diploma -

Daphne High School

Some College (No Degree) - Communications/English

Warner Southern University

Business Development Representative

InFocus Solutions
2024 - 2026

Travel Insurance Representative

Wanderwell Travel Insurance Agency
2022 - 2023

Travel Insurance Representative

Trawick International
2021 - 2022

Personal BankerI/Sales and Service Associate

BBVA
2018 - 2020

BDC Coordinator/Client Advocate

Tameron Honda Eastern Shore
2016 - 2018

Prep School/Boutique Assistant

Smeraglia's Enterprises
2013 - 2015

Teller

New Horizons Credit Union
2011 - 2013

Similar Profiles

  • Tia SteagallTia Steagall

    Business Development Representative at Southtowne Motors Of Newnan Inc Pontiac-buick-cadillac-gmc TruckBusiness Development Representative at Southtowne Motors Of Newnan Inc Pontiac-buick-cadillac-gmc Truck

  • RAE PINKNEYRAE PINKNEY

    Business Development Representative at Truckstop.comBusiness Development Representative at Truckstop.com

  • Blanca Xochitl JimenezBlanca Xochitl Jimenez

    Business Development Representative at First Help FinancialBusiness Development Representative at First Help Financial

  • Frank BravoFrank Bravo

    Research Analyst / Business Development Representative at Gallaway Commercial Inc.Research Analyst / Business Development Representative at Gallaway Commercial Inc.

CREATE PROFILE