Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Bird

North Highlands

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

12
12
years of professional experience

Work History

Licensed Producer

Jeremy Olson Allstate
01.2022 - Current
  • 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.
  • 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
  • Scheduled appointments and set reminders for client meetings, ensuring timely follow-up and engagement.
  • Monitored customer feedback and identified areas of improvement.

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
  • Prepared and finalized contracts, purchase agreements, and other relevant documents, ensuring accuracy, compliance, and a smooth transaction process for customers
  • Collaborated with team members and management to optimize sales processes, share best practices, and achieve sales targets and objectives.
  • Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.

Internet Sales Manager

John L Sullivan Chevrolet
02.2017 - 01.2020


  • 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.
  • Prepared and finalized contracts, purchase agreements, and other necessary documentation for online sales, maintaining attention to detail and adhering to legal requirements
  • 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.

Barista

O’sullys Cafe
09.2017 - 02.2017
  • Maintained a clean and organized workspace.
  • Managed time effectively to balance both front-of-house tasks and back-of-house responsibilities during busy periods.
  • Controlled line and crowd with quick, efficient service.
  • Maintained and operated espresso machines, blenders, commercial coffee brewers, and other equipment.

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
05.2015

Skills

  • Exceptional communication skills
  • Goal setting and achievement
  • Objection handling
  • Pipeline management
  • Strategic thinking
  • Customer relationship building
  • Product demonstration
  • Lead qualification

Timeline

Licensed Producer

Jeremy Olson Allstate
01.2022 - Current

Sales Professional

BMW of Roseville
02.2020 - 01.2022

Barista

O’sullys Cafe
09.2017 - 02.2017

Internet Sales Manager

John L Sullivan Chevrolet
02.2017 - 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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