Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Cashier
Chick-fil-A
08.2015 - 01.2017
Greeted customers entering store and responded promptly to customer needs.
Built relationships with customers to encourage repeat business.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Worked flexible schedule and extra shifts to meet business needs.
Stocked, tagged and displayed merchandise as required.
Office Manager
Calimax Auto Sales
02.2017 - 07.2018
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Clinical Assistant
Ava Orthodontics & Invisalign
08.2018 - 01.2019
Utilized effective communication and active listening skills when interacting with physicians, nursing staff, and patients.
Assisted patients with basic care needs.
Collected and documented patient medical information such as blood pressure and weight.
Reviewed physician's calendar and scheduled patient appointments by telephone and in-person.
Sanitized, restocked, and organized exam rooms and medical equipment.
Maintained up-to-date patient records with medical histories and test results.
Coordinated with appropriate administrative staff to address clinical, operational, and financial questions.
Followed comprehensive clinical protocols to safeguard patient safety.
Personal Account Manager
JSI & Associates Insurance
02.2019 - 09.2022
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Upsold additional products and services after identifying customer needs and requirements.
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Generated quotes and proposals for clients to match individual needs.
Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Prepared and reviewed insurance applications to verify compliance with regulations.
Cross-sold insurance products to existing clients to reach sales targets.
Applied EPIC
Personal Lines Account Manager
Lee Insurance Agency
09.2022 - 07.2024
Prepared and reviewed insurance applications to verify compliance with regulations.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Responded to customer calls swiftly to resolve issues and answer questions.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Utilized CRM software to manage client relationships.
Cross-sold insurance products to existing clients to reach sales targets.
Collected premiums on or before effective date of coverage.
Conducted annual reviews of existing policies to update information.
Identified and solicited sales prospects in agency databases.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.