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Cassandra Pearson
Union Point,GA
Work Preference
Summary
Results-driven Senior Customer Service Manager with extensive experience in sales negotiation and customer relationship management. Skilled in managing high call volumes and utilizing CRM software to optimize sales processes. Dedicated to driving agency growth while ensuring compliance and quality service standards.
Overview
3
3
Certification
15
15
years of professional experience
Work History
Licensed Medicare Sales Agent
WTW
Remote
05.2023 - Current
- Consistently surpassed monthly sales targets through effective negotiation techniques.
- Conducted outbound sales calls to engage potential customers and promote products and services.
- Utilized CRM software to track customer interactions and sales leads.
- Managed high call volume while maintaining quality service standards.
Agency Manager
H2M Insurance
01.2017 - 05.2023
- Oversaw multimillion-dollar agency operations, ensuring compliance with insurance regulations and standards.
- Developed agents to enhance sales performance and revenue generation.
- Managed commercial book of business while driving overall agency growth.
Agency Manager
Acceptance Insurance
Athens, GA
01.2012 - 01.2017
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Maintained high standards of customer service by building relationships with clients.
- Utilized CRM software to manage client relationships.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Education
Bachelors - Accounting
Strayer University
Chamblee, GA05-2010
Quote
Judge a man by his questions rather than his answers.
Voltaire
Skills
- Insurance sales
- Medicare compliance
- Objection handling
- Sales negotiation
- Cold calling expertise
- Customer relationship management
- CRM software utilization
- Needs-based and value-based selling
- Marketing expertise
- Effective communication
- Conflict resolution
Certification
- Property & Casualty Insurance License
- Accidental, Life & Health Insurance License
- Certified Bookkeeper
- Certified Notary Public
- AHIP Certification
Timeline
Licensed Medicare Sales Agent
WTW
05.2023 - Current
Agency Manager
H2M Insurance
01.2017 - 05.2023
Agency Manager
Acceptance Insurance
01.2012 - 01.2017
Bachelors - Accounting
Strayer University