Derrealle Hall
Fort Myers,FL
Summary
Leveraging my extensive background in customer service and sales as a Customer Success Manager, where I can utilize my skills in communication, relationship building, and strategic problem-solving to drive customer satisfaction, retention, and success. With a proven ability to understand and meet customer needs, I am dedicated to ensuring clients achieve their goals and derive maximum value from our products and services, fostering long-term partnerships and contributing to the overall growth of the company.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
American Health Marketplace
Fort Myers, FL
10.2023 - 02.2024
- Assessed clients’ motives through conducting needs analyses and recommending tailored solutions
- Explained the benefits, drawbacks, and features of a product ensuring repeated business and the making of educated, well-informed decisions
- Incorporated feedback from team leaders to continuously improve sales techniques and approaches
- Demonstrated a knowledgeable understanding of products by consistently passing sales targets
Field Sales Associate
Apex Systems
Fort Myers, FL
04.2023 - 08.2023
- Identified and acquired new clients by prospecting and maintained relationships to drive customer loyalty and long-term partnerships.
- Facilitated the onboarding process ensuring a smooth transition.
- Worked closely with internal teams, to ensure cohesive and aligned strategies that meet customer needs and enhance the overall customer experience.
- Consistently met and exceeded sales quotas and performance metrics.
- Communicated technical details in a customer-friendly manner, addressing inquiries and overcoming objections to effectively close
- Participated in regular training and development programs to stay updated with the latest industry trends and advancements in technology.
Inside Sales Specialist
Discovery Senior Living
Bonita Springs, FL
01.2023 - 03.2023
- Conduct needs assessments with prospective residents and their families to understand preferences, lifestyle, and budgetary constraints, then recommend suitable senior living options.
- Deliver compelling presentations highlighting key features, amenities, and services tailored to the needs of each prospect, then schedule an in-person tour.
- Maintain accurate and up-to-date records of leads, interactions, and sales activities in the CRM system for reporting and organizational purposes
- Actively participate in sales meetings, contribute ideas for process improvement, and collaborate with colleagues to achieve collective sales objectives and organizational success.
- Attend ongoing trainings and seminars to stay informed about industry trends, competitor offerings, and best practices in senior living for professional development
Licensed Insurance Agent
e-Telequote
Fort Myers
09.2022 - 12.2023
- Conduct thorough needs assessments to understand healthcare needs, budgetary constraints, and preferences, and recommend suitable Medicare plans that meet their preferences.
- Ensure compliance with applicable laws, regulations, and industry standards governing Medicare sales.
- Utilize comprehensive knowledge of Medicare plans, to assist clients in understanding their options and making informed decisions.
- Engage prospective clients through inbound and outbound calls, emails, and other communication channels to generate leads, answer inquiries, and provide personalized guidance throughout the sales process.
- Cultivate strong relationships by providing ongoing support, addressing post-enrollment inquiries or issues, and proactively reaching out to ensure client satisfaction and retention.
Independent Insurance Broker
Retirement Income Life
Fort Myers, FL
02.2022 - 08.2022
- As the field underwriter, assessed risk by conducting in-home health and financial consultations
- Coordinated and scheduled client meetings, policy reviews, and follow-up appointments.
- Managed a calendar to optimize time and meet client and business needs efficiently.
- Managed client accounts, including policy applications and conservations, renewals, and updates.
- Ensured accuracy and compliance with company policies and regulatory requirements by.
- Educated clients on the benefits, features and drawbacks of product options.
- Provided ongoing support and guidance to help clients make informed financial decisions.
- Managed the end-to-end process of policy applications, including collecting necessary documentation, completing forms, and submitting applications to insurance carriers.
- Provided exceptional customer service by addressing client questions, resolving issues, and ensuring a positive experience throughout the insurance process.
Licensed Medicare Advocate
EasyHealth
Fort Myers, FL
01.2022 - 03.2022
- Contact clients through various channels, not limited to cold calling and email campaigns, providing an explanation of coverage options and benefits, recommending a plan then guiding the client through the enrollment process to ensure accuracy.
- Build and maintain strong relationships with clients, providing ongoing support and assistance.
- Conduct follow-up calls and meetings to address questions, concerns, and changes in coverage needs.
- Facilitate the onboarding process, ensuring understanding of elected coverage and benefits.
- Provide educational resources and answered any questions about plan usage.
Supervising Agent
American Income Life
Fort Myers, FL
06.2021 - 12.2021
- Supervised and mentored a team of agents, providing guidance, support, and training to enhance their sales performance and professional development. Conducted regular team meetings to review goals, strategies, and progress.
- Led recruitment efforts to identify, interview, and hire qualified agents.
- Identify and pursue potential clients through various methods, not limited to cold calling and referrals.
- Manage appointment scheduling, maintain client records, and update CRM systems.
- Participate in ongoing training to enhance product knowledge, sales technique, and industry awareness, then apply new skills and insights to improve sales effectiveness.
- Track and report on individual sales performance, including metrics such as conversion rates, policy sales, and client retention.
- Set and pursue SMART sales goals to drive business growth.
- Facilitate the sales process from initial contact to policy enrollment.
- Complete and submit accurate application forms, ensuring all required documentation Is collected and properly filed.
- Present and explain tailored policy features and benefits in a compelling manner ensuring client satisfaction and retention.
Contact Center Specialist
Lee County Tax Collector
Fort Myers, FL
08.2018 - 08.2021
- Simultaneously access protected systems to resolve customer queries and process correspondences
- Provide prompt and courteous assistance to customers via phone, email, and online chat.
- Address inquiries related to tax payments, vehicle registrations, driver licenses, local business administration and other services.
- Investigate and resolve customer issues, including payment discrepancies, account updates, and service requests, ensuring a positive customer experience by offering effective solutions and timely follow-up.
- Explain policies and procedures, and requirements related to Collector services then comprehensively explaining next steps so the customer understands their responsibilities
- Process various forms of payment ensuring a balance at the close and commencement of each shift
- Consistently meet call handling, resolution and adherence metrics
- Adhere to all county and state regulations and security protocols to protect sensitive customer information.
- Ensured compliance with state privacy laws and data integrity standards.
- Collaborated with colleagues and cross-functional departments to ensure consistent and efficient service delivery.
- Shared information and best practices to improve overall contact center team performance.
- Participate in ongoing training programs about changes in laws, regulations, procedures, then Apply new knowledge and skills improving customer service.
- Troubleshoot basic technical issues to maintain service continuity.
- Gather and analyze customer feedback to identify areas for improvement and recommend changes to upper management and leadership to enhance service quality and customer satisfaction.
Shift Manager
McDonald's
Fort Myers, FL
06.2016 - 08.2018
- Manage and supervise a team of crew members during assigned shifts, ensuring efficient and effective restaurant operations.
- Provide direction, support, and coaching to maintain high performance standards.
- Ensure exceptional customer service by addressing customer inquiries, resolving complaints, and maintaining a welcoming and friendly atmosphere.
- Monitor service quality and implement improvements as needed.
- Oversee daily operations ensuring compliance with operational standards, procedures, and safety regulations.
- Supervise cash handling procedures, including cash register operations, drawer counts, and bank deposits.
- Prepare and submit shift reports, including sales figures and financial summaries.
- Create and manage employee schedules to ensure proper staffing levels during peak and off-peak hours.
- Conduct training sessions for new hires and ongoing training for existing staff to ensure compliance with company standards.
- Enforce health and safety regulations conduct regular inspections to ensure a clean and safe environment.
- Monitor staff performance, provide constructive feedback, and conduct performance reviews.
- Address performance issues and implement corrective actions as needed.
- Coordinate shift activities, ensuring smooth transitions between shifts and effective communication among team members.
- Conduct shift briefings to communicate goals, updates, and expectations to the team as well as debrief the incoming shift manager on the mentioned details
- Maintain high standards of food quality, presentation, and taste and conduct regular quality checks to ensure consistency and adherence quality standards
- Support and execute promotional activities and marketing campaigns and Inform staff about promotions and ensure accurate implementation.
Education
High School Diploma -
South Fort Myers High School
Fort Myers, FL05-2018
Bachelor of Science - Business Administration
University of The People
Pasadena, CASkills
- Verbal Communication
- Written Communication
- Active Listening
- Customer Empathy
- Analytical Thinking
- Creative Solutions
- In-Depth Understanding
- Technical Proficiency
- Customer Relationship Building
- Networking
- Prioritization
- Detail Orientation
- Teaching Skills
- Onboarding
- Patience
- Resilience
- Customer Advocacy
- Data Analysis
- Adaptability
- Sales Acumen
- Conflict Resolution
Certification
- FL-215: 19992805
Reccommendation
https://www.linkedin.com/in/derrealle-hall/details/recommendations/
References
References available upon request.
Timeline
Licensed Health Insurance Agent
American Health Marketplace
10.2023 - 02.2024
Field Sales Associate
Apex Systems
04.2023 - 08.2023
Inside Sales Specialist
Discovery Senior Living
01.2023 - 03.2023
Licensed Insurance Agent
e-Telequote
09.2022 - 12.2023
Independent Insurance Broker
Retirement Income Life
02.2022 - 08.2022
Licensed Medicare Advocate
EasyHealth
01.2022 - 03.2022
Supervising Agent
American Income Life
06.2021 - 12.2021
Contact Center Specialist
Lee County Tax Collector
08.2018 - 08.2021
Shift Manager
McDonald's
06.2016 - 08.2018
High School Diploma -
South Fort Myers High School
Bachelor of Science - Business Administration
University of The People