Chase Mooney
Richland,WA
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
American Income Life Insurance Company
03.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted products and services using upselling and other sales strategies.
Sales Representative
Lumio HX
08.2022 - 02.2023
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Used customer insights to develop innovative sales strategies to increase sales.
Office Manager
Tri-City Fence Works
04.2018 - 07.2022
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
Education
Bachelor of Arts - Business Management
Washington State University
Pullman, WA08.2022
Skills
- Market Research
- Expansion Planning
- Branded Strategy Implementation
- Territory Management
- Salesmanship
- Negotiation
- Servicing Accounts
- Customer Account Management
- Quote Preparation
- Critical Thinking
- Public Speaking
- Sales Pitching
Certification
- Life insurance producer license (WA,OR,TN,VA)
- Home Improvement specialist license (CA,WA,TX)
Timeline
Life Insurance Agent
American Income Life Insurance Company
03.2023 - Current
Sales Representative
Lumio HX
08.2022 - 02.2023
Office Manager
Tri-City Fence Works
04.2018 - 07.2022
Bachelor of Arts - Business Management
Washington State University
Similar Profiles
Chris JasonChris Jason
Senior Manager at American Income Life Insurance CompanySenior Manager at American Income Life Insurance Company
Sage GodlaSage Godla
Insurance Agent at American Income Life Insurance CompanyInsurance Agent at American Income Life Insurance Company
MICHELLE BISSAKONOUMICHELLE BISSAKONOU
Benefits Enrollment Specialist at American Income Life Insurance CompanyBenefits Enrollment Specialist at American Income Life Insurance Company
Joshua ButreyJoshua Butrey
Agent at American Income Life Insurance CompanyAgent at American Income Life Insurance Company
Amina OliverAmina Oliver
Miss Juneteenth Queen Tri-Cities at Miss Juneteenth Scholarship ProgramMiss Juneteenth Queen Tri-Cities at Miss Juneteenth Scholarship Program