Hailey Egan
Fort Worth
Summary
Sales and customer service professional with a strong focus on details and goal achievement. Proven ability in problem resolution and self-management, leading to enhanced client satisfaction. Experienced in building robust client relationships and leveraging CRM platforms for improved lead organization and optimization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Server, Bartender
Piolas
Fort Worth
02.2025 - Current
- Served food and beverages promptly, ensuring high presentation standards to enhance customer satisfaction.
- Took customer orders accurately and efficiently at the point of sale.
- Handled cash transactions and processed payments accurately, contributing to a secure and efficient checkout experience.
- Resolved customer concerns swiftly, improving overall dining experience and fostering customer loyalty.
- Operated POS terminals to input orders, split bills, and calculate totals.
Licensed insurance and customer support agent
The Brokerage, Inc.
Lewisville
11.2022 - 11.2024
- Provided product information and support to enhance customer satisfaction.
- Resolved customer inquiries through phone and email communication.
- Documented customer interactions in the company's CRM system accurately.
- Provided and created detailed spreadsheets, and daily reports for management.
- Ensured compliance with company dialing expectations.
- Collaborated with team members to improve service response times.
Independent Life Insurance Broker
Family First Life
Dallas
03.2022 - 11.2024
- Built strong relationships with clients to foster trust and loyalty.
- Facilitated insurance application and documentation processes to streamline client onboarding.
- Collaborated with underwriters to evaluate policy eligibility and risk factors.
- Utilized CRM database to systematically organize and prioritize client leads.
- Built rapport with existing clients in order to obtain new clients via referrals.
- Developed and refined comprehensive sales system, improving workflow and client engagement.
Real estate appoitnment setter. Sales Opener
The brokerage real estate agency
Lewisville
02.2019 - 01.2022
- Oversaw CRM database of thousands of listed properties across six states, maintaining data accuracy and accessibility.
- Responded to client inquiries via phone and email, ensuring timely and accurate information delivery.
- Engaged in early morning sales training to enhance selling skills.
- Extended hours to achieve daily sales targets.
- Communicate with supervisors regarding progress and issues with production runs.
Education
Some College (No Degree) - Basic Studied Undergrad
Hobbs Community College
New Mexico Some College (No Degree) - Continuing To Finish Undergrad
Tarrant County College
Fort Worth, TX05-2026
Skills
- Customer service
- Effective communication
- Relationship building
- Sales training in person and over the phone
- Problem resolution
- Time management
- Data entry
- Microsoft Excel
- CRM Platforms
- Intermediate Level Spanish (Continuing to improve On a daily basis)
Certification
- Life and health insurance license
- ISSA Certified Personal Trainer
Timeline
Server, Bartender
Piolas
02.2025 - Current
Licensed insurance and customer support agent
The Brokerage, Inc.
11.2022 - 11.2024
Independent Life Insurance Broker
Family First Life
03.2022 - 11.2024
Real estate appoitnment setter. Sales Opener
The brokerage real estate agency
02.2019 - 01.2022
Some College (No Degree) - Basic Studied Undergrad
Hobbs Community College
Some College (No Degree) - Continuing To Finish Undergrad
Tarrant County College