Danielle Spencer
Roanoke,VA
Summary
Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services. My goal is to create a positive work environment and continue to grow in my knowledge to manage and communicate with team members and customers, to ensure goals are exceeded effectively and efficiently.
Overview
10
10
years of professional experience
Work History
Insurance Agent
United Healthcare
Roanoke, VA
04.2025 - Current
- Developed tailored insurance solutions to meet client needs and enhance coverage options.
- Educated clients on policy features, benefits, and claims processes for improved understanding.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Account Manager
Foot Levelers Inc.
Roanoke, VA
01.2023 - 06.2024
- Responsible for all sales activities on assigned accounts. Develop new business, maintain current business, and aid in future growth, while following up with customers and maintaining relationships.
- Forecasting and monitoring account metrics for each office.
- Providing customer service to clients on all accounts; calls, e-mail, live virtual trainings, etc.
- Spearheaded cross-functional projects, fostering collaboration and driving innovative solutions. Consistently met tight deadlines, enhancing team productivity.
- Drive sales growth and customer retention through strategic account management. Deliver exceptional service, conduct virtual trainings, and represent at trade shows.
Sales & Service Representative
Foot Levelers Inc.
Roanoke, VA
01.2021 - 06.2023
- Established financial return and exchange guidelines, ensuring compliance with company policies.
- Collaborated with healthcare professionals to update prescription information accurately.
- Handled inbound and outbound calls to facilitate prescription modifications, place orders, and deliver exceptional service efficiently.
- Facilitated in the training of new team members.
- Communicated clinical information for custom orthotics to provide better outcomes for patient health.
- Acted as the point of contact for potential and existing customers while demonstrating excellent customer service skills, time management, and an ability to increase overall revenue.
Customer Service Specialist
Aramark
Roanoke, VA
01.2016 - 06.2021
- Resolved customer complaints and inconsistencies to ensure satisfaction and retention.
- Increased sales by upselling additional items to uniform orders.
- Coordinated with route drivers to ensure timely and accurate order completion.
- Suggested new ways to persuade customers to remain with the company, resulting in 7% fewer cancellations.
Education
Advanced Studies Diploma - undefined
Lord Botetourt High School
Daleville, VA06.2005
Skills
- Sales Strategy, Relationship Building, Medical Terminology, HIPAA Compliance, Microsoft Office Suite, Networking, Active Listening, Creative Problem Solving, Licensed Insurance Agent, Janek Sales Certified, Account Management
Timeline
Insurance Agent
United Healthcare
04.2025 - Current
Account Manager
Foot Levelers Inc.
01.2023 - 06.2024
Sales & Service Representative
Foot Levelers Inc.
01.2021 - 06.2023
Customer Service Specialist
Aramark
01.2016 - 06.2021
Advanced Studies Diploma - undefined
Lord Botetourt High School