Knowledgeable and dedicated service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
11
11
years of professional experience
Work History
Medicare Insurance Sales Agent
Easy Medicare Insurance Services
02.2024 - Current
Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
Developed strong relationships with clients through consistent communication and exceptional customer service.
Contributed to agency success by consistently meeting or exceeding monthly sales targets.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
Generated quotes and proposals for clients to match individual needs.
Expanded client base by generating referrals from satisfied customers and networking within the community.
Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Benefits Administration Supervisor
Web Benefits Design
09.2017 - 01.2024
Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
Boosted team performance by developing customer service training materials and conducting service training.
Retirement Specialist
AON Hewitt Associates
03.2016 - 08.2017
Assisted clients in navigating complex pension regulations, helping them make informed decisions about their options.
Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.
Increased client retention rates through delivering exceptional service, ensuring satisfaction with personalized retirement planning strategies designed specifically for them.
Developed customized financial plans for clients, addressing their specific needs and goals for a comfortable retirement.
Educated clients on tax implications of various retirement savings vehicles, optimizing their financial strategies.
Customer Service Representative
Randstad
01.2013 - 07.2017
Handled customer inquiries and suggestions courteously and professionally.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Collaborated with team members to develop best practices for consistent customer service delivery.
Contributed to sales growth by upselling products and services based on individual customer requirements.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.