Experienced employment specialist/human resource manager with excellent client and project management skills, Action-oriented with strong ability to communicate effectively.
Overview
10
10
years of professional experience
Work History
Insurance Sales Agent
Ttec (TeleTech) - HealthCare Solutions
Mission, TX
09.2022 - 11.2022
Delivered customer support to callers
Provided product and service information to customers
Informed customers about all product lines and services offered by the company
Cross-trained and provided back up for other customer service representatives when needed
Guaranteed positive customer experiences and resolved all customer complaints.
Traveled throughout assigned territory and directly collaborated with community-based organizations to obtain referrals.
Implemented and designed effective marketing strategies to adjust and sell insurance contracts.
Leveraged industry trends to shape solutions and approaches.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Met with division leaders and consultants to discuss strategies to increase sales.
Sought out new clients and developed clientele by networking to find new customers.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Developed appropriate quotes based on risk information.
Explained coverage options to potential policyholders, answering questions or concerns.
Provided leadership and training for new agents regarding industry best practices and company policies.
Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
Exceeded company sales goals for new policies.
Exceeded assigned sales and retention targets each quarter by upselling insurance products.
Pursued continued professional development through insurance workshops, course and webinars.
Offered policy guidance and management to promote asset protection.
Rewrote and reinstated insurance policies, following underwriting and business rules.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Upsold products to policyholders and potential new clients.
Health Insurance Sales Agent
E-Telequote
Clearwater, FL
08.2021 - 10.2021
Received inbound calls from clients and enrolled in health care plan of their choice after comparing benefits
Human Resource/Employment Specialist For VR Department
CONTACT
Offered policy guidance and management to promote asset protection.
Provided leadership and training for new agents regarding industry best practices and company policies.
Offered policy guidance and management to promote asset protection.
Rewrote and reinstated insurance policies, following underwriting and business rules.
Upsold products to policyholders and potential new clients.
Exceeded company sales goals for new policies.
Pursued continued professional development through insurance workshops, course and webinars.
Exceeded assigned sales and retention targets each quarter by upselling insurance products.
Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Developed appropriate quotes based on risk information.
Counseled prospects and policyholders on coverage, limits and regulations.
Sought out new clients and developed clientele by networking to find new customers.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Contacted underwriters and submitted forms to obtain binder coverage.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Met with division leaders and consultants to discuss strategies to increase sales.
Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Leveraged industry trends to shape solutions and approaches.
Call Center Representative
Dialog Direct
Orlando, FL
08.2018 - 10.2020
Increased sales by 17% over a two-year period
Sel up new files and assigned tracking numbers
Prioritized project components and organized scopes
Generated financial reports for management review
Generated financial reports for management review
Updated employee paperwork and records
Retained 90% of policyholders during annual renewal period
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
Clod 90 warm leads each week to expand client base
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
Prepared necessary paperwork to process insurance sales and renewals
Pursued continuing education and training programs to continue professional development
Directed customer service representatives in covering the retail office.
Adjusted bills and refunded money to resolve customers' service or billing complaints.
Collected deposits or payments and arranged for billing.
Promoted available products and services to customers during service, account management and order calls.
Recommended improvements in products, service and billing methods to management to prevent future problems.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Supported sales team members to drive growth and development.
Strengthened customer retention by offering discount options.
Increased customer satisfaction ratings [Number]% by effectively answering questions, suggesting effective solutions and resolving issues quickly.
Utilized job-related software to prepare change of address records and issue service discontinuance orders.
Reached out to customers after completed sales to suggest additional service or product purchases.
Surpassed sales goals through implementation of successful marketing strategies.
Provided top quality control and eliminated downtime to maximize revenue.
Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Collaborated with sales team members to stay current on inventory levels and resolve item issues.
Contacted customers about potential service upgrades, new [Type] services and account changes.
Prevented key account losses by researching discrepancies and correcting problems.
Liaised between customers and retail buyers to expedite orders and meet customer demands.
Mentored junior team members and managed employee relationships.
Excelled in exceeding daily credit card application goals.
Took special orders in person and over telephone, generating additional revenue every month.
Prepared and evaluated CRM reports to identify problems and areas for improvement.
Prepared and sold broad range of customized merchandise to individuals and commercial accounts.
Determined accurate prices for [Type] customer services, consistently searching for deals and best prices.
Led on- and off-site customer support teams across multiple time zones.
Assisted customers with price checks, lifting heavy items and addressing other inquiries.
Updated [Type] system with order specifics and customer details, preferences and billing information.
Increased customer traffic count by [Number]% and retail sales by [Number]%.
Oversaw warranty counseling process to manage expense controls.
Call Center Representative
Ask Staffing/Aon
Orlando, FL
09.2019 - 12.2019
Current
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
Prepared necessary paperwork lo process insurance sales and renewals
Pursued continuing education and training programs to continue professional development
Called 90 wam leads each week lo expand client base.
Adjusted bills and refunded money to resolve customers' service or billing complaints.
Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Collected deposits or payments and arranged for billing.
Promoted available products and services to customers during service, account management and order calls.
Recommended improvements in products, service and billing methods to management to prevent future problems.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Supported sales team members to drive growth and development.
Strengthened customer retention by offering discount options.
Increased customer satisfaction ratings [Number]% by effectively answering questions, suggesting effective solutions and resolving issues quickly.
Utilized job-related software to prepare change of address records and issue service discontinuance orders.
Reached out to customers after completed sales to suggest additional service or product purchases.
Surpassed sales goals through implementation of successful marketing strategies.
Provided top quality control and eliminated downtime to maximize revenue.
Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Collaborated with sales team members to stay current on inventory levels and resolve item issues.
Contacted customers about potential service upgrades, new [Type] services and account changes.
Prevented key account losses by researching discrepancies and correcting problems.
Liaised between customers and retail buyers to expedite orders and meet customer demands.
Mentored junior team members and managed employee relationships.
Excelled in exceeding daily credit card application goals.
Took special orders in person and over telephone, generating additional revenue every month.
Prepared and evaluated CRM reports to identify problems and areas for improvement.
Prepared and sold broad range of customized merchandise to individuals and commercial accounts.
Determined accurate prices for [Type] customer services, consistently searching for deals and best prices.
Led on- and off-site customer support teams across multiple time zones.
Assisted customers with price checks, lifting heavy items and addressing other inquiries.
Updated [Type] system with order specifics and customer details, preferences and billing information.
Increased customer traffic count by [Number]% and retail sales by [Number]%.
Oversaw warranty counseling process to manage expense controls.
Insurance Sales Agent
Solution Advantage
Orlando, FL
09.2012 - 08.2018
Responded to inquiries and explained product features and service advantages to potential customers.
Upsold products to policyholders and potential new clients.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Rewrote and reinstated insurance policies, following underwriting and business rules.
Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
Offered policy guidance and management to promote asset protection.
Pursued continued professional development through insurance workshops, course and webinars.
Exceeded assigned sales and retention targets each quarter by upselling insurance products.
Exceeded company sales goals for new policies.
Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
Provided leadership and training for new agents regarding industry best practices and company policies.
Explained coverage options to potential policyholders, answering questions or concerns.
Developed appropriate quotes based on risk information.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Sought out new clients and developed clientele by networking to find new customers.
Counseled prospects and policyholders on coverage, limits and regulations.
Monitored clients' insurance coverages to ensure changing needs were met.
Achieved repeat business and referrals through personalized services.
Contacted underwriters and submitted forms to obtain binder coverage.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Interviewed prospective clients to obtain data about financial resources and needs.
Met with division leaders and consultants to discuss strategies to increase sales.
Human Resources Manager
Family Advocates
Orlando, FL
01.2014 - 12.2017
Handled sensitive employee and company information with highest level of confidentiality and discretion.
Worked with management to create performance measurement, employee development and employee compensation strategies.
Investigated workplace issues with professionalism and sensitivity and detailed incidents in reports to senior executives.
Encouraged open communications, promoting positive and pro-employee work environment.
Directed HR programs, policies and processes to improve operational efficiency.
Recruited new employees and built relationships, driving visibility.
Provided HR consultation services to leadership and department heads.
Initiated employee evaluation process and recommended policy changes to help staff progress toward desired readiness goals.
Advised leadership on vacation and sick time, benefits, job services and employment discrepancies.
Managed full-cycle human resource operational activities to maximize HR employee performance.
Held exit interviews and documented information discussed with employees.
Supported top talent identification processes by interviewing candidates and executing onboarding, orientation and benefits processes.
Developed hiring and recruitment policies to drive transparent and fair hiring process for selecting candidates on basis of merit and relevance with job.
Compiled reports to provide management with accurate information and comply with policies and procedures.
Achieved desired work environment and performance by proactively advising and guiding employees on best practices and overseeing HR training.
Identified operational weaknesses to improve or innovate people, programs and processes.
Used data and analytics to improve company processes for recruitment, selection and onboarding.
Anticipated and responded to emerging business needs by serving as change advocate.
Advised leadership and personnel on driving HR policies, union negotiations and business strategy implementation.
Managed delivery of customer-focused HR services to company to increase hire rate and reduce churn.
Cultivated community relations with referral agencies to maintain strong applicant flow.
Used HR website and other media to communicate HR processes, increasing understanding and consistent use.
Healthcare Customer Service Representative at Ttec (TeleTech) - HealthCare SolutionsHealthcare Customer Service Representative at Ttec (TeleTech) - HealthCare Solutions