CAROL A. DUNN
Baton Rouge,La
Summary
Reliable, top-notch sales associate with outstanding customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. In-depth understanding of sales strategy and merchandising techniques.
Overview
17
17
years of professional experience
Work History
Independent Insurance Sales Agent
Transamerica Life Insurance Company
03.2015 - Current
- Coordinated successful trade show exhibitions, showcasing company products to potential clients in a compelling manner.
- Used [Software] to track pipeline activity and analyze sales trends.
- Explained features and advantages of [Type] products or services to promote sales.
- Presented professional image consistent with company's brand values.
Transamerica Life insure
Transamerica Life insure
03.2014 - Current
- Contracted with United Health, Humana Selling Medicare products
Flex-Insurance Agent
Assurance IQ
03.2022 - 12.2023
- Selling both Life and Medicare policies and helping families in having peace of mind that their loved ones are secure when they are gone.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Senior Sales Consultant
Gohealth
05.2021 - 03.2022
- Engage and educate with seniors and enroll them in Medicare plans that fit their needs.
- Explained important information regarding features and functions for various products so that customer was knowledgeable.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Licensed Sales Agent
Ttec
08.2019 - 05.2021
- Project Kaiser Permanente Insurance servicing Nine States, trained in the sales department, retention, medicaid, commercial, member transitions dept which answer minimum Cobra questions also trained with Covered California as a Certified Plan Based Counselor.
- Established trust with diverse clientele by demonstrating empathy, professionalism, and expertise throughout all engagements.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Listened to customer needs and desires to identify and recommend optimal products.
Sales for Kaiser Permanente
TTEC
10.2015 - 05.2021
- Sale Medical insurance, Medicaid Dept handled calls for Covered California and worked on the Retention Team, Commercial
Financial Representative
Western & Southern Life Insurance
06.2014 - 03.2015
- Gerber Life, Transamerica, Mutual Of Omaha
- Met with members to understand goals and recommend solutions to fit specific needs.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Collaborated with cross-functional teams to develop innovative financial products for diverse clientele.
Sales Professional
Haverty's Furniture
12.2011 - 03.2014
- Sold over $500,000 in first year
- Promoted after 9 months to overrider (override prices and deliveries for other sales professionals).
- Collaborated with marketing teams to develop effective promotional materials that resonated with target audiences, generating increased interest and inquiries.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Used customer insights to develop innovative sales strategies to increase sales.
Product Specialist
Direct Buy
03.2009 - 07.2011
- Assist new members in selection of purchases and designs
- Also, conduct new members orientation.
- Researched product's technical specifications and accurately communicated information.
Office Manager
ICFI International
12.2006 - 03.2009
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Established team priorities, maintained schedules and monitored performance.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Coordinated special projects and managed schedules.
Education
Business Management
Spencer Draughn Business College
Baton Rouge, La08.1979
Skills
- Contract Preparation
- Key relationship management
- Product and service knowledge
- Complex Problem-Solving
Career Interest
Seeking a position that will benefit from my Sales experience and positive interaction where my ten years of experience can be used to improve the sales results.
Timeline
Flex-Insurance Agent
Assurance IQ
03.2022 - 12.2023
Senior Sales Consultant
Gohealth
05.2021 - 03.2022
Licensed Sales Agent
Ttec
08.2019 - 05.2021
Sales for Kaiser Permanente
TTEC
10.2015 - 05.2021
Independent Insurance Sales Agent
Transamerica Life Insurance Company
03.2015 - Current
Financial Representative
Western & Southern Life Insurance
06.2014 - 03.2015
Transamerica Life insure
Transamerica Life insure
03.2014 - Current
Sales Professional
Haverty's Furniture
12.2011 - 03.2014
Product Specialist
Direct Buy
03.2009 - 07.2011
Office Manager
ICFI International
12.2006 - 03.2009
Business Management
Spencer Draughn Business College
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