ELIZABETH ACOSTA
McKinney
Summary
Dynamic sales professional with extensive experience in customer service and sales. Proven ability to lead teams, enhance client relations, and drive business growth seeking to leverage my skills in a challenging role with increased decision making responsibilities.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Home Health Supervisor
Dover Health Care Services
09.2024 - Current
- Developed and maintained accurate patient records, contributing to effective treatment planning and decision making.
- Established a collaborative work environment, fostering a positive team culture among home health professionals.
- Ensured compliance with all federal and state regulations governing home health services, maintaining an impeccable record during inspections.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
SENIOR SALES CONSULTANT
Guaranteed Rate
02.2022 - 07.2024
- Generated new business opportunities by prospecting and cold calling potential clients in the commercial insurance market
- Developed and maintained strong relationships with existing clients, providing exceptional customer service and addressing their insurance needs
- Prepared comprehensive insurance proposals for clients, outlining coverage details, terms, and pricing
- Conducted regular policy reviews with clients to identify any gaps or changes needed in their coverage plans
OUTSIDE SALES REPRESENTATIVE
InsureOne
02.2020 - 02.2022
- Identified new business opportunities through market research and cold calling, commercial leads
- Collaborated with cross-functional teams including marketing and product development to align sales strategies with market trends and customer needs
CUSTOMER SERVICE SUPERVISOR
Nationwide Insurance
06.2016 - 02.2020
- Led customer service team, resolving complex issues, enhancing satisfaction rates.
- Implemented training program, boosting team efficiency and client retention.
- Managed accounts, ensuring accurate payables and receivables handling.
- Advised on coverage options, enhancing customer trust and retention.
- Trained new hires in insurance, improving department-wide competency.
ACCOUNT RECEIVABLE SPECIALIST
Aegis Chemical Solutions
09.2013 - 06.2016
- Collaborated with sales team to resolve pricing disputes and negotiate payment terms with clients
- Diligently followed up on overdue invoices through phone calls, emails, and written correspondence
- Assisted in the implementation of automated accounts receivable systems, resulting in improved efficiency and accuracy in processing transactions
- Provided regular updates on accounts receivable performance metrics to management team during meetings or presentations
- Closely monitored cash flow projections based on accounts receivable aging reports
- Developed and maintained comprehensive documentation of accounts receivable processes and procedures
OFFICE MANAGER/SALES REPRESENTATIVE
Diana Devirgilio Farmers Insurance Agency
07.2009 - 09.2013
- Provided exceptional customer service by promptly addressing client inquiries, resolving issues, and processing policy changes
- Educated clients on various types of insurance coverage available including life insurance, auto insurance, home insurance etc
- Analyzed competitor offerings in order to position our products as superior choices for prospective customers
- Increased cross-selling opportunities by identifying additional coverage needs during policy reviews
- Managed a large volume of incoming leads while maintaining a high level of responsiveness
- Tracked market trends, competitor activities, and customer preferences to identify new business opportunities
- Generated new leads and prospects through cold calling, networking events, and referrals
CUSTOMER SERVICE REPRESENTATIVE
Houston and Lisa Copeland Insurance
06.2007 - 07.2009
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
- Demonstrated strong product knowledge to effectively answer customer questions and provide accurate information
- Built rapport with customers through active listening, empathy, and personalized interactions
- Maintained detailed records of all customer interactions in CRM system for future reference and analysis
- Upsold additional products or services to customers based on their needs and preferences
- Contributed to team success by achieving individual targets while also supporting colleagues during peak periods
Education
High School or Equivalent -
American Commercial College
11.2005
Skills
- Insurance sales
- Customer service
- Communication
- QuickBooks
- Bilingual
- Accounting
- Sales
- Leadership
- Problem solving
- CRM
- HIPAA
- Clinical supervision
Certification
- Life & Health Insurance License
- Property & Casualty License
Timeline
Home Health Supervisor
Dover Health Care Services
09.2024 - Current
SENIOR SALES CONSULTANT
Guaranteed Rate
02.2022 - 07.2024
OUTSIDE SALES REPRESENTATIVE
InsureOne
02.2020 - 02.2022
CUSTOMER SERVICE SUPERVISOR
Nationwide Insurance
06.2016 - 02.2020
ACCOUNT RECEIVABLE SPECIALIST
Aegis Chemical Solutions
09.2013 - 06.2016
OFFICE MANAGER/SALES REPRESENTATIVE
Diana Devirgilio Farmers Insurance Agency
07.2009 - 09.2013
CUSTOMER SERVICE REPRESENTATIVE
Houston and Lisa Copeland Insurance
06.2007 - 07.2009
High School or Equivalent -
American Commercial College
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