Carter Brooks
Saint Paul,MN
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
08.2024 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Performed cold calls and effectively set new meetings on a daily basis
Account Manager
InstyMeds
09.2023 - 08.2024
- Effectively developed rapport with client personnel to ensure that the customer's experience with the InstyMeds system is successful and exceeds expectations
- Effectively deal with client issues and concerns with our technology and ensure appropriate utilization
- Collaborate with the marketing team to develop personalized marketing strategies for each client, increasing client engagement and satisfaction with InstyMeds services
- Develop and conduct training sessions for clients on how to effectively utilize the InstyMeds system, ensuring maximum medication adherence and client satisfaction
- Analyze client feedback and performance data to create data-driven recommendations for improving medication adherence rates and enhancing the overall client experience with the InstyMeds system, ultimately leading to better health outcomes for patients and increased client retention
Recruiter
Aerotek
06.2022 - 08.2023
- Evaluated candidates' strengths compared with clients' requirements by evaluating, screening, and interviewing the candidate
- Gained commitment, completed necessary pre-employments processes (reference and background/drug tests), and negotiated wage rates and other terms and conditions of employment with candidates
- Managed contract employees while on assignments by assessing and investigating related performance problems
- Achieved a quota of 3-4 candidates started per week consistently during my time
- Develop and implement innovative sourcing strategies to attract top talent in a competitive market, staying ahead of industry trends and competitor practices
Education
BACHELORS DEGREE - Business Administration and Communications
University of Wisconsin-Eau Claire
05.2022
BACHELOR'S DEGREE - COMMUNICATIONS
University of North Dakota
01.2019
Skills
- Strong time management skills
- Exceptional communication and interpersonal skills
- Ability to work independently and as part of a team
- Detail-oriented and able to handle multiple tasks simultaneously
- Customer Service
Hobbies and Interests
- Played Men's Basketball for 5 years at the University of North Dakota and at the University of Wisconsin-Eau Claire.
- Selected as a 2-year captain by both coach and teammates.
Certification
Life, Accident, and Health Producer License
Timeline
Financial Representative
Northwestern Mutual
08.2024 - Current
Account Manager
InstyMeds
09.2023 - 08.2024
Recruiter
Aerotek
06.2022 - 08.2023
Life, Accident, and Health Producer License
BACHELORS DEGREE - Business Administration and Communications
University of Wisconsin-Eau Claire
BACHELOR'S DEGREE - COMMUNICATIONS
University of North Dakota
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