CARLIE SARANTHUS
The Woodlands,TX
Summary
Dynamic leader with proven track record in client relations and negotiation. Adept at enhancing customer service and upselling to improve client retention. Spearheaded product development at Evo3 O.F.I., demonstrating exceptional professionalism and creativity. Skilled in CRM software, focused on achieving and surpassing sales targets. Possesses top-notch customer service skills and holds certifications as a General Lines Life Health and Accident Insurance Agent with FFM certification, as well as a Certified Food Manager with TABC certification.
Overview
14
14
years of professional experience
Work History
Licensed Reactivation Specialist
American Health Marketplace
10.2024 - 12.2024
- Followed all company policies and procedures to deliver quality work.
- Consistently examined processes to uncover potential enhancements.
- Gathered, organized and input information into digital database.
- Completed needs analysis and Marketplace live submissions while keeping consumer engaged and present
- FFM Certified
Life Insurance Agent
Globe Life Family Heritage Division
07.2024 - 10.2024
- Maintained high standards of customer service by building relationships with clients.
- Designed presentations and marketing materials to promote insurance products.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Collected premiums on or before effective date of coverage.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
C.O.O.
TBP, LLC
01.2020 - 06.2024
- Solely responsible for the aesthetic of the restaurant
- Developed and designed menu(s), developed unique recipes, designed logo and interior of restaurant, set prices, input info into P.O.S
- System, led a team of 15-24 employees to include both kitchen and front of house, all marketing, accounts payable, inventory, and procurement
- Managed budgets and financial forecasting to ensure fiscal responsibility and maintain profit margins.
- Negotiated key partnerships with vendors, suppliers, and others for improved collaboration and resource allocation.
- Developed high-performing teams through effective hiring, training, and performance management strategies.
VP of Sales and Product Development
Evo3 O.F.I.
02.2014 - 01.2020
- Worked side by side with CEO of this start-up, developed new products, salesforce leader
- Enhanced product development processes by streamlining workflows and optimizing resource allocations.
- Conducted comprehensive market research for informed decision-making on new product development opportunities.
- Created new revenue streams by implementing new sales techniques and strategies
- Increased sales revenue by developing and implementing innovative sales strategies.
- Secured key accounts with targeted presentations, strengthening brand reputation amongst industry leaders.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
- Enhanced customer satisfaction through fostering strong relationships and providing exceptional service.
- Implemented data-driven decision-making processes, enabling informed strategic choices that positively impacted the bottom line.
- Identified new business opportunities through comprehensive market analysis and trend forecasting.
General Manager
The Breakfast Place
10.2010 - 03.2014
- Inventory, responsible for cash drawer, scheduling, deposits, managed a team of 10-15
Education
BA - Psychology
University of South Alabama
Advanced Diploma - with Honors
Mary G. Montgomery High School
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client retention
- Client needs analysis
- New client acquisition
- Life insurance
- Upselling
- CRM software
Awardsandacknowledgements
- Dean's list
- Volunteered and donated breakfast to Love Fosters Hope Marathon 2014 thru 2019
- Increased sales at The Breakfast Place by 40% during my leadership
- Built Sugar Britches Cafe from the ground up during COVID, when most restaurants were shutting down. Restaurant has a 4.5 star average on most social media platforms and business is climbing steadily.
Timeline
Licensed Reactivation Specialist
American Health Marketplace
10.2024 - 12.2024
Life Insurance Agent
Globe Life Family Heritage Division
07.2024 - 10.2024
C.O.O.
TBP, LLC
01.2020 - 06.2024
VP of Sales and Product Development
Evo3 O.F.I.
02.2014 - 01.2020
General Manager
The Breakfast Place
10.2010 - 03.2014
BA - Psychology
University of South Alabama
Advanced Diploma - with Honors
Mary G. Montgomery High School
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