Summary
Overview
Work History
Education
Skills
Timeline
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Erica Carroll

Cocoa,FL

Summary

A seasoned leader with a demonstrated history of driving sales, adeptly handling negotiations, and effectively resolving challenges in the Healthcare and Financial Services sectors. With over a decade of experience, I have successfully utilized the Salesforce platform to oversee client accounts, streamline order processing, generate quotes, and manage billing.

I have a strong service-oriented mindset, firmly believing that when we prioritize service, everything else falls into place. Thriving in a fast-paced environment, I approach every challenge with enthusiasm and determination.

In my roles as a Manager and Sales Consultant at two well respected financial institutions, I have built a solid reputation for consistently prioritizing compliance, adhering to SLAs, and following company best practices. I have successfully maintained exceptional service levels while consistently achieving company goals.

Overview

14
14
years of professional experience

Work History

Multi-Unit Manager

H&R Block Financial
10.2022 - 04.2023
  • Front-line manager for 3 offices, responsible for leadership and development of 30 associates
  • Tasked with meeting daily, weekly and seasonal sales goals, and maintain 85% conversion
  • Analyzed financial data to identify trends, risks, and opportunities for clients or organization.
  • Ensured compliance with company SOPs, Policy's and Tax Laws, regulations
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Provided ongoing support for training and sales enablement

Sales Consultant

QuickBooks
11.2019 - 06.2020
  • Sales point of contact for pricing, approvals, and quotes.
  • Partnered with cross-functional teams including Sales, Finance, and Legal to address business needs and requirements in processing sales orders.
  • Employed consultative sales methods to comprehend customer requirements and suggest appropriate products and services.
  • Enhanced customer loyalty by swiftly addressing and resolving technical issues
  • Kept up-to-date with market trends, competitor activities, and individual customer preferences to fine-tune our sales strategies.

3rd Party Administrator

Christian Care Ministry
08.2017 - 11.2019

• Managed average of 150 of medical claims on daily basis.
• Adjudicated 20 medical claims on average daily, recommending approval or denial in accordance with established claims processing policies and procedures
• Executed data entry assignments with precision and speed.
• Addressed and resolved inquiries and concerns from plan participants concerning health and welfare benefits and deductions, utilizing telephone, email, and face-to-face interactions.
• Provided training to newly onboarded team members, imparting knowledge on policies and procedure

Enrollment Specialist

TeleTech Holdings
08.2015 - 08.2017

• Demonstrated effective communication through phone, email, and face-to-face interactions with potential clients.
• Addressed and resolved concerns and queries from plan participants regarding health benefits and deductions.
• Consistently achieved both enrollment and retention targets, often surpassing them.
• Provided guidance and mentorship to junior enrollment professionals, fostering their growth and development.

Freelance Business Consultant

Contracted
07.2012 - 08.2015
  • Performed as consultant for startup business in areas of marketing, logistics, and training to various service industry organizations
  • Ensured new business established in compliance with state and federal laws and regulations.
  • Developed Business Identity and Culture
  • Created proposals, contracts and procedures
  • "Led negotiations for contracts with vendors and suppliers."


Customer Service Team Lead

GSI Commerce Solutions Inc.
06.2009 - 07.2012
  • Lead team of 35 contact center associates
  • Resolved customer service issues using company processes and policies.
  • Track and measure individual and team goals throughout the day and on a long term basis.
  • Evaluated customer service staff performance and provided constructive feedback.
  • Used CRM to keep records of customer interactions, customer accounts, and file documents.

Education

Bachelor of Science - Psychology

University of Phoenix
Tempe, AZ
10.2024

Project Management - Project Management

Coursera
Online
08-2022

Certification - Cyber Security

ISC2
Alexandria, VA
10.2023

Skills

  • CRM
  • Technical Support
  • Customer Service
  • Staff Management
  • Project Planning
  • Sales Analysis
  • Facilitation
  • Data Entry
  • MS Office
  • Compliance

Timeline

Multi-Unit Manager

H&R Block Financial
10.2022 - 04.2023

Sales Consultant

QuickBooks
11.2019 - 06.2020

3rd Party Administrator

Christian Care Ministry
08.2017 - 11.2019

Enrollment Specialist

TeleTech Holdings
08.2015 - 08.2017

Freelance Business Consultant

Contracted
07.2012 - 08.2015

Customer Service Team Lead

GSI Commerce Solutions Inc.
06.2009 - 07.2012

Bachelor of Science - Psychology

University of Phoenix

Project Management - Project Management

Coursera

Certification - Cyber Security

ISC2
Erica Carroll