Christina Cassell

Responsible for contacting potential clients/veterans over the phone, screening them to see if they meet company criteria, gathering the information such as medical information, medical conditions and concerns.

Other responsibilities include

• Effectively complete the intake process.
• Maintain intakes per hour and conversion at or above department metrics
• Remain logged into the Dialer System for 7 hours and correctly log results of all calls.
• Maintain high standards of accuracy in all tasks.
• Ability to communicate effectively and efficiently with clients, coworkers, and managers.
• Retain basic Social Security and Disability knowledge and protocols.
• Follow policies contained in the Employee Handbook.
• Complete other tasks as requested by team leader or department management.

• Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
• Observed strict procedures to maintain data and plan participant confidentiality.
• Implemented open enrollment system to streamline benefits processes for member
• Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
• Checked members' benefits enrollment for accuracy and inputted all data into system

• Built diverse and consistent sales portfolio.
• Met with customers to discuss and ascertain needs, tailor solutions and close deals.
• Selected correct products based on customer needs, product specifications and applicable regulations.
• Kept detailed records of daily activities through online customer database.
• Attended monthly sales meetings and quarterly sales trainings.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Maintained current knowledge of evolving changes in small business credit and financials
• Met existing customers to review current services and expand sales opportunities.
• Built relationships with customers to promote long term business growth.
• Recorded accurate and efficient records in customer database.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

• Met with customers to discuss service needs and offer available solutions.
• Met with customers to discuss service needs and develop effective and practical solutions.
• Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
• Hired, trained and supervised team of service staff members to meet business goals.
• Developed and maintained positive relationships with customers to build rapport and trust.
• Monitored service staff performance and provided feedback for improvement.
• Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
• Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs.

• Organized and stocked merchandise to keep necessary levels for sales demand.
• Showed understanding of customer's personal style and preferences when offering product advice.
• Communicated product value, quality, and style to educate and entice potential customers.
• Approached strangers and interacted in natural conversation with goal of developing brand loyalty.
• Maintained clean, organized and professional work environment.
• Demonstrated products to customers to illustrate features, advantages and benefits.
• Completed floorsets, filled floor, and rang up customers.
• Organized and delivered training sessions for new product.
• Monitored and evaluated marketing and advertising campaigns to support brand consistency and engagement.
• Led team of marketing professionals, offering mentoring and coaching to build knowledge and skills.