Candice Burroughs
Harrisville,RI
Summary
Results-driven Sales associate bringing 9 years of experience in product development, promotion and optimization. Skilled in developing lasting client rapport based on knowledgeable support and consistent service. Proficient on multiple CRM systems. Demonstrated success in building networks and supporting branding objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Office Manager
Evolution Mill, LLC
West Warwick, Rhode Island
08.2023 - Current
- Managed the development of project plans, timelines and budgets.
- Developed client-facing materials such as presentations, proposals and reports.
- Assessed feasibility and scope of projects to ensure successful completion within budget constraints.
- Ensured compliance with contractual agreements between clients and vendors.
- Resolved conflicts in a timely manner to ensure smooth functioning of projects.
- Developed training materials for new staff members related to client services.
Case Manager
Sbia - Strategic Benefit & Insurance Advisors
Worcester, MA
10.2021 - 08.2023
- Maintained up-to-date case records with case activity status.
- Advocated for clients by obtaining information regarding underwriting requirements.
- Maintained logs and electronic client records following department and agency policies for effective monitoring.
- Assisted individuals with eligibility for available policies.
- Developed trusting relationships with BGA Brokers and insurance carriers.
- Participated in regular team meetings and in-house training sessions to boost group effectiveness.
- Adhered to ethical principles and standards to protect clients' confidential information.
National Sales Representative
Amica Life
Lincoln, RI
04.2018 - 09.2021
- Responded to inquiries and explained product features and service advantages to potential customers.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Pursued continued professional development through insurance workshops, course and webinars.
Credentialing Manager
Account Matters
Bellingham, MA
07.2017 - 04.2018
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Produced thorough, accurate and timely reports of project activities.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Analyzed business performance data and forecasted business results for upper management.
Insurance Sales Agent
US Health Advisors
Dallas, TX
07.2016 - 04.2017
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Exceeded company sales goals for new policies.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Insurance Sales Agent
State Farm
Houston, TX
05.2016 - 07.2016
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Offered policy guidance and management to promote asset protection.
Secretary Coordinator
Abundant Life Charter School
La Marque, TX
02.2014 - 04.2016
- Delegated work to staff, setting priorities and goals.
- Resolved parental complaints or answered parents questions.
- Researched and prepared reports required by Superintendent and Principal.
- Reviewed all resumes for applicants and assisted the administrators in interviews.
- Interpreted and explained work procedures and policies to brief staff.
Education
High School Diploma -
Burrillville High School
Harrisville, RI06.1998
Skills
- Performance Tracking
- Case Management Tracking
- Documentation and Reporting
- Relationship Building
- Contract review and analysis
- CRM software proficiency
- Performance tracking
- Organization
- Microsoft Word
- Attention to detail
- Excellent communication
- Report generation
- Office administration
- Event preparation
Certification
- Life & Health license
- CISR certification (currently)
Timeline
Office Manager
Evolution Mill, LLC
08.2023 - Current
Case Manager
Sbia - Strategic Benefit & Insurance Advisors
10.2021 - 08.2023
National Sales Representative
Amica Life
04.2018 - 09.2021
Credentialing Manager
Account Matters
07.2017 - 04.2018
Insurance Sales Agent
US Health Advisors
07.2016 - 04.2017
Insurance Sales Agent
State Farm
05.2016 - 07.2016
Secretary Coordinator
Abundant Life Charter School
02.2014 - 04.2016
High School Diploma -
Burrillville High School
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