Summary
Overview
Work History
Education
Skills
Timeline
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Cassandra Bird

Summary

Organized and dependable professional successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience

Work History

Licensed Producer

Jeremy Olson Allstate
01.2022 - Current
  • Utilized specialized software to streamline processes and ensure compliance with regulatory requirements
  • Managed Customer Relationship Management (CRM) system to track interactions, follow-ups, and client preferences, enhancing customer satisfaction and retention
  • Contributed to a team-oriented work environment, resulting in high staff morale and retention rates.
  • Input detailed information for various insurance options into the system, ensuring accuracy and completeness for client proposals
  • Created and formatted documents, quotes, and proposals tailored to client needs, effectively communicating product features and benefits
  • Generated activity reports to track performance metrics, analyze trends, and identify areas for improvement, contributing to strategic decision-making
  • Conducted research to identify and pursue viable leads, expanding client base and revenue opportunities
  • Handled filing and organization of documents, maintaining a systematic and efficient record-keeping system
  • Scheduled appointments and set reminders for client meetings, ensuring timely follow-up and engagement.

Sales Professional

BMW of Roseville
02.2020 - 01.2022
  • Conducted thorough fact-finding interviews to understand their needs, preferences, and budget constraints, enabling personalized recommendations and solutions
  • Utilized CRM software to manage client interactions, track communication history, and schedule follow-up activities, enhancing customer engagement and retention
  • Leveraged specialized software systems to access vehicle inventory, check availability, and provide up-to-date information on pricing, specifications, and promotions
  • Prepared and finalized contracts, purchase agreements, and other relevant documents, ensuring accuracy, compliance, and a smooth transaction process for customers
  • Generated activity reports to monitor sales performance, analyze trends, and identify opportunities for improvement, contributing to strategic planning and decision-making
  • Collaborated with team members and management to optimize sales processes, share best practices, and achieve sales targets and objectives.

Internet Sales Manager

John L Sullivan Chevrolet
09.2016 - 01.2020
  • Utilized specialized software platforms to manage online sales leads, track customer interactions, and facilitate seamless communication throughout the sales process
  • Oversaw the CRM to organize, prioritize, and follow up on leads effectively, ensuring timely and personalized responses to inquiries
  • Maintained detailed records of all customer interactions, providing valuable data for future sales initiatives and forecasting efforts.
  • Kept detailed records of sales and contracts.
  • Managed the filing and organization of documents related to online sales transactions, ensuring accuracy, completeness, and compliance with company policies and regulations
  • Prepared and finalized contracts, purchase agreements, and other necessary documentation for online sales, maintaining attention to detail and adhering to legal requirements
  • Collaborated with other departments, such as marketing and finance, to coordinate online sales efforts, optimize customer engagement, and streamline administrative processes
  • Monitored online sales performance metrics, analyzed trends, and identified opportunities for improvement, implementing strategies to enhance sales effectiveness and efficiency
  • Provided training and support to sales team members on internet sales processes, software usage, and best practices for maximizing online lead conversion and customer satisfaction.

Shift Manager

Jack in the Box
10.2013 - 02.2016
  • Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.

Courtesy Clerk

Bel-Air
04.2015 - 12.2015
  • Collaborated with team members to maintain a well-organized and efficient work area.

Education

High School Diploma -

McClellan High School
Antelope
05.2015

Skills

  • Exceptional communication skills, both verbal and written
  • Proficient in Word, Outlook, Powerpoint, OneDrive, Excel
  • Presentation abilities
  • Organizational abilities
  • Recordkeeping and File Management
  • Documentation And Reporting

Timeline

Licensed Producer

Jeremy Olson Allstate
01.2022 - Current

Sales Professional

BMW of Roseville
02.2020 - 01.2022

Internet Sales Manager

John L Sullivan Chevrolet
09.2016 - 01.2020

Courtesy Clerk

Bel-Air
04.2015 - 12.2015

Shift Manager

Jack in the Box
10.2013 - 02.2016

High School Diploma -

McClellan High School

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Cassandra Bird