Hi, I’m
Carleitha August
Houston,TX
Summary
Customer-oriented sales professional with several years of experience building relationships, cultivating partnerships and growing profit channels. Strategic-thinking leader with expertise in expanding network connections, persuasively introducing products, territory development, and revealing customer needs to deliver solutions.
Overview
13
years of professional experience
Work History
SelectQuote
Medicare Sales Agent
07.2023 - 05.2024
Job overview
- Identified customer needs and recommended appropriate coverage options.
- Followed up with prospective customers via telephone or email regarding their interest in enrolling in a Medicare plan.
- Ensured accuracy of all documents prior to submission by verifying application information against supporting documentation.
- Created customized presentations for prospects highlighting the benefits of enrolling in a Medicare plan.
- Assisted customers with enrollment processes by completing paperwork, submitting applications and collecting payments.
- Conducted initial customer screenings to determine eligibility for Medicare health plans.
- Developed appropriate quotes based on risk information.
- Met with division leaders and consultants to discuss strategies to increase sales.
City of Houston
Customer Service Representative III
06.2020 - 07.2023
Job overview
- Performed Covid-19 disease outbreak surveillance activities
- Conducted interviews with patients, contacts, and medical facilities
- Captured and organized Covid-19 outbreak data, managing medical records and patient-related paperwork effectively
- Efficiently triaged patient paperwork in accordance with HIPPA guidelines
- Ensured the quality of work performed by contact tracers and customer service representatives through regular checks
- Produced reports on data collected and reported findings to Epidemiologist in SAP
- Managed input of patient cases and lab results
- Collected and analyzed patient data during isolation monitoring.
Imagine Travel Agency
Travel Agency Manager
10.2017 - 06.2020
Job overview
- Successfully managed sales of transportation, accommodations, insurance, and other travel services.
- Provided clients with personalized travel recommendations based on their preferences, including destination selection, transportation options, and recommended travel dates.
- Expanded the agency's client base by targeting niche markets and offering specialized services to meet their unique travel needs.
- Increased customer satisfaction by implementing streamlined booking processes and personalized travel itineraries.
Lionbridge Capital Holdings
Director of Investor Relations
01.2019 - 04.2019
Job overview
- Maintained the Acquisitions Department's collection and submission of all legal documents pertaining to real estate deals for the company
- Improved efficiency by 42%
- Interviewed and recruited new Acquisition Officers
- Processed new hiring packets
- Developed and implemented comprehensive training programs for new hires
- Systematized operating procedures and worked directly with the Junior and Senior associates.
Visual Comfort
Senior Account Manager
08.2014 - 12.2017
Job overview
- Utilized Oracle CRM system, SAP, and RMA Database to handle customer inquiries via phone calls and emails
- Efficiently handled customers' orders through manual entry, EDI, and the Web Order process
- Provided customer support and troubleshooting assistance for technical issues
- Efficiently coordinated the EDI process with both internal team members and external EDI Teams
- Researched and anticipated customer problems, implemented preventative measures, resolved customer complaints
- Collaborated with internal operations, purchasing team, and third-party logistics to enhance lead time accuracy and availability for optimum customer satisfaction.
- Managed the pricing of LTL orders for Canadian and Californian accounts, providing individualized quotes
- Navigated internal and external websites / portals to resolve customer issues effectively
- Coached and solved problems for customers, both internal and external, to foster customer relations and enhance business performance.
- Assisted and coached team members in making decisions on escalated issues
- Monitored orders to prevent delays in shipment and compliance, while ensuring timely processing of all orders through report analysis.
- Displayed commitment, dependability, punctuality and adaptability to meet schedule expectations set by supervisor
- Supported manager and various teams with project execution and workload management.
Aspire One
Shift Leader
02.2013 - 07.2014
Job overview
- Efficiently executed community outreach trade shows, overseeing both pre- and post-show operations.
- Increased new business results by 32%.
- Managed inbound and outbound marketing campaigns as well as established Facebook company pages
- Managed social media programs such as Internet forums, blogs, and social networking Crisis Management: Proseminar in Public Relations Certification applications for message enhancement.
Register Tapes Unlimited
Customer Service Specialist
09.2011 - 10.2012
Job overview
- Set up repayments with customers to save 54% of accounts from outside collections
- Exceeded daily customer payment goals and achieved a high sales percentage by employing a consultative, value-focused approach to customer service.
- Managed and processed customer sales orders using SAP
- Developed and maintained strong client relationships, known for surpassing sales targets by 30%.
- Resolved product issues and communicated advantages of new technology to Sales Representatives.
Education
STEPHEN F. AUSTIN STATE UNIVERSITYNacogdoches, TX
Bachelor of Fine Arts from Digital
08.2006
Skills
- Microsoft Office (10 years)
- Adobe (10 years)
- Adobe (10 years)
- Order Entry (8 years)
- Oracle CRM Software (8 years)
- SAP (10 years)
- Microsoft Office (10 years)
- Excel (10 years)
- Vlookups (10 years)
- RMA Database (8 years)
- Communication skills
- Crisis Management
- Surveillance Investigation
- Adaptability
- Quality Assurance
- Account Management
- Medicare knowledge
- Product presentation
- Cold-calling
- Goal-Oriented
Additional Information
- Licensed Life Insurance Agent
- Certified Notary
Timeline
Medicare Sales Agent
SelectQuote
07.2023 - 05.2024
Customer Service Representative III
City of Houston
06.2020 - 07.2023
Director of Investor Relations
Lionbridge Capital Holdings
01.2019 - 04.2019
Travel Agency Manager
Imagine Travel Agency
10.2017 - 06.2020
Senior Account Manager
Visual Comfort
08.2014 - 12.2017
Shift Leader
Aspire One
02.2013 - 07.2014
Customer Service Specialist
Register Tapes Unlimited
09.2011 - 10.2012
STEPHEN F. AUSTIN STATE UNIVERSITY
Bachelor of Fine Arts from Digital
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