Skilled and performance-driven banking and sales professional with a proven record of success meeting and exceeding goals in high volume environments. Motivated to provide superior customer service and drive sales through cold calling, referrals, and analyzing market trends to increase revenue and meet sales goals.
Overview
20
20
years of professional experience
Work History
Client Advisor II/Escalations Agent
Seacoast Bank
10.2019 - 10.2024
Increased bank assets, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and matching products and services to those needs.
Member of the escalations management team, performing inbound and outbound support for escalated customers to deescalate and manage challenging situations and circumstances.
Performed account research and analysis on business and personal accounts while assessing potential risks to prevent loss and ensure compliance with financial regulations.
Successfully implemented a mentorship program in order to provide better support for new hires and ensure successful onboarding.
Senior Sales Agent
Farmers Insurance Group
03.2012 - 03.2018
Educated clients regarding coverage and cost across multiple products, via inbound and outbound calls, and gathered necessary information to write policies to best suit clients' needs.
Actively pursued opportunities to quote multiple lines of business, with a strong focus on cross-selling.
High performer in a quota-based environment, meeting and exceeding monthly sales goals and frequently a top performing agent.
Evaluated client reports and made sound underwriting decisions aligned with company guidelines, mitigating potential risks and ensuring compliance with internal procedures.
Account Services Specialist/Escalations Manager
Sprint Together With Nextel Communications
07.2004 - 02.2009
Final point of contact for customers looking to terminate services. Used strategies and techniques based on knowledge and experience to successfully de-escalate and retain customers.
Responsible for reselling the company and retaining multiple customer accounts in a quota-based environment, while meeting and exceeding all quotas given.
Assisted customers with troubleshooting and servicing network/device technical issues
Received multiple awards in recognition of being a Top Ten performer.
Mentored and provided on-the-job training to less experienced specialists
Education
Computer And Information Systems
TCI - College of Technology
New York, NY
Skills
Detail oriented, organized and analytical with superior communication skills and ability to manage multiple priorities
Results driven self-starter with high record of success meeting and exceeding professional and personal goals
Obtained and held the Florida 20-44 P & C Personal Lines Agent License while employed by Farmers insurance Group