Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative

Erin Wilcox

Dallas,PA

Summary

Reliable, experienced sales associate with outstanding customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. In-depth understanding of sales strategy and objection techniques.

Overview

14
14
years of professional experience

Work History

Small Business Tax Specialist

1-800Accountant
03.2025 - 11.2025
  • Prospected clients from lead lists in Salesforce.
  • Consulted with small business owners to determine their tax service needs.
  • Educated prospective clients on their tax responsibilities and expectations to the IRS based on their business type.
  • Offered clients recommendations to reduce tax liabilities.
  • Pursued prospective clients that were not closed on initial consultation phone call.

Telesales Agent

Astound Broadband
11.2014 - 07.2024
  • Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.
  • Opened new accounts and documented personal, demographic, and payment information in system.
  • Built relationships with customers using strong persuasion and active listening skills.
  • Asked relevant questions to assist customers with selecting needed or requested products and services.
  • Followed up with customers to solicit further sales.
  • Implemented upselling techniques to increase revenue and meet company sales goals.

Customer Care Agent

Astound Broadband
12.2013 - 11.2014
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Logged call information and solutions provided into internal database.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Assisted customer with product information and technical support.

Account Manager - Commercial Lines

Global Risk Management, LLC
09.2011 - 10.2013
  • Underwrote new business prospects and market to numerous carriers.
  • Communicated effectively with carrier underwriters to gain new business.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Reviewed contracts for clients to determine that coverage limits meet or exceed each contract's insurance requirements and advised clients of
    any necessary endorsements as needed.
  • Assisted clients in submitting claims and provide status of each claim until closed.

Education

Bachelor of Arts - Communication Studies

West Chester University of Pennsylvania
West Chester, PA

Skills

  • Salesforce experience
  • Google Suite proficiency
  • Microsoft Office expertise
  • Customer rapport building
  • Product sales
  • Negotiation
  • Goal oriented
  • Script memorization
  • Sales strategies
  • Objection handling
  • Outbound and inbound calls
  • Prospect relationship building

Timeline

Small Business Tax Specialist

1-800Accountant
03.2025 - 11.2025

Telesales Agent

Astound Broadband
11.2014 - 07.2024

Customer Care Agent

Astound Broadband
12.2013 - 11.2014

Account Manager - Commercial Lines

Global Risk Management, LLC
09.2011 - 10.2013

Bachelor of Arts - Communication Studies

West Chester University of Pennsylvania
Erin Wilcox