Customer-oriented Sales Associate with 20 years of experience in building relationships and growing profit channels by establishing trust. Persuasive professional with expertise in expanding network connections. Adept at introducing products and implementing pricing strategies.
Overview
9
9
years of professional experience
Work History
Insurance Sales/Office Manager's Assistant
State Farm
Glen Ellyn, IL
08.2022 - Current
Maintained professional network of potential clients and business opportunities.
Prospected for new business using databases and other strategies to generate sales.
Conducted comprehensive needs assessment for each customer, identifying coverage gaps and tailoring plan recommendations to meet their insurance needs.
Exceeded company sales goals for new policies increasing monthly sales by 30%.
Created and maintained filing systems for employee records, financial reports, and other documents.
Assisted in the recruitment process by reviewing resumes and conducting interviews.
Reviewed contracts prior to signing them in order to protect the interests of the organization.
Directed and oversaw office personnel activities.
Automated office operations to optimize accounts payable and receivable, customer correspondence and data communications.
Scanned documents into appropriate databases for storage purposes.
Transferred data from hard copies to digital databases, organizing information in new formats.
Proofread and edited documents to correct errors.
Calculated billing charges, prepared and submitted claims to insurance companies.
Performed outbound calling campaigns to promote new products or services.
Answered, screened and processed high volume of calls daily with call management system and web-based communications.
Automotive Sales Professional
Zeigler Chrysler Dodge Jeep Of Downers Grove
Downers Grove, IL
02.2018 - 05.2020
Maintained high referrals and consistent repeat business due to first-rate customer service standards.
Increased after-market sales by [50]% by persuasively presenting additional products which enhanced vehicle and ownership experience.
Grew a network of referral partners through constant communication and collaboration which resulted in an increase of business by 25%.
Processed transactions using a point-of-sale system.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Maintained records of customer interactions, transactions, comments, and complaints.
Provided accurate information regarding products and services while upselling additional products when appropriate.
Assisted customers with navigating the company's website to locate desired information or items for purchase.
FINANCE MANAGER
BILL KAY
LISLE, Illinois
05.2015 - 02.2018
Advised over 500 prospective borrowers per month of different loan types that were available to them, helping them choose the best option for their needs.
Teamed with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction.
Accomplished revenue and profitability goals by applying extensive knowledge of bank and credit union programs as well as factors which produced best terms.
Improved customer satisfaction ratings by employing conflict resolution techniques.
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm