CAYLEIGH CLARK

• Assist customers with all inquiries via phone
• Use the CRM system to manage client profiles
• Provide service according to each state's individual regulations
• Create service orders in response to customer needs
• Furnish reports to track ongoing process errors
• Maintain the database for client mailing records
• Investigate client profiles for potential fraud and flag them accordingly

Was promoted to a specialized task team within 5 months of hire. Coordinated a client response project to more accurately measure the impact of email communication. Got full performance scores on all metrics for annual performance evaluation.

• Onboard new members to the platform via phone
• Lead clients through a full demo of major app processes
• Maintain client profiles using Nova and HubSpot
• Troubleshoot client issues within the platform
• Process online forms as needed
• Provide consistent platform feedback
• Execute various growth strategies to further expand client base and improve client experience
• Assist in role training via job shadowing

Consistently provided optimal numbers for call stats. Workshopped numerous improvements to the client onboarding process that were adopted into regular use. Put together and presented a focused presentation for company executives to address targeted issues.

• Research individual client needs, select a compatible insurance policy, and sell said policy via phone communication
• Maintain client profiles using CRM system
• Periodically check in with clients to ensure policy retention
• Handle sensitive client information in accordance to HIPAA guidelines
• Complete insurance enrollments in compliance with CMS requirements
• Maintain licensing with multiple insurance carriers and states

Enrolled over 100 clients in one month. Created a management-approved training infographic on the CMS-compliant sales process.

• Manage large-scale client projects for flooring and window treatments
• Keep up to date with knowledge on flooring products and installation methods
• Use measure schematics in order to recommend suitable flooring and build material/labor quotes
• Maintain physical and digital information systems via a combination of paper filing and CRM
• Meet regular sales and lead generation quotas
• Create work orders
• Provide line of communication for customers, installers, and vendors
• Set up customer appointments
• Interpret CRM data

Promoted to sales specialist within months of being hired. Averaged $30,000 in sales a week.