Hailey Garrett
Jourdanton,TX
Summary
Driven professional with a proven track record in pipeline management and exceptional problem-solving skills, honed across roles at HOLT and Carters Insurance Agency. Excelled in developing sales strategies and fostering teamwork, significantly enhancing operational efficiency. Expert in sales expertise and organizational skills, consistently meeting or exceeding performance goals. Energetic Sales Support Specialist focused on enabling strong Insurance sales by skillfully handling administrative needs. Successful at managing sales tracking tools and creating informative reports. Polished in identifying market trends to help sales professionals make strategic decisions and continue capturing business.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Support Coordinator
HOLT
2024.05 - Current
- Documented customer complaints and completed corrective action requests.
- Developed working knowledge of CRM to effectively track sales leads and activities.
- Managed customer accounts, responding to inquiries and resolving customer service issues
- Contributed to development of software programs and tools focused on enabling sales team to communicate and operate more efficiently.
- Coordinated responses and resources to handle special client requests.
- Prepared and presented sales reports and customer profiles to upper management.
- Collaborated with sales and marketing teams to create and execute promotional campaigns.
Certified Insurance Agent
Carters Insurance Agency
2022.10 - 2024.04
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Investigated and processed claims swiftly to keep customers satisfied.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Met with customers to provide information about available products and policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Evaluated competitors' products and services to gain competitive advantage.
- Conducted annual reviews of existing policies to update information.
- Monitored customer feedback and identified areas of improvement.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Identified and solicited sales prospects in agency databases.
- Analyzed risk factors to recommend appropriate coverage levels.
- Negotiated contracts and terms of sale with potential customers.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Researched and identified potential new markets.
Maintenance Manager
Kaspar Companies
2015.12 - 2022.10
- Procured pricing information from various vendors to support cost-effective purchasing.
- Monitored priorities and liaised between maintenance team and management, delegating tasks to complete on time.
- Delegated tasks to carefully selected employees in alignment with resource management goals.
- Planned scheduled maintenance outages as part of preventive maintenance program.
- Supervised employee performance, preventive maintenance, and safety.
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
- Scheduled regular inspections of equipment and facilities to manage wear and tear.
- Prepared and reviewed maintenance contracts with external service providers to offer mutually binding agreements.
- Established and documented protocols for preventive maintenance procedures, decreasing equipment issues, and reducing downtime.
- Created and implemented maintenance program to optimize operational efficiency and reduce downtime.
- Collaborated with other departments to verify completion of maintenance tasks.
- Documented inventory of spare parts to enable tracking history and maintain accurate records.
- Launched quality assurance practices for each phase of development
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
High School Diploma -
Yoakum High School
Yoakum, TX06.2013
Skills
- Pipeline Management
- Sales expertise
- Report Generation
- Sales strategy development
- Scheduling
- Goals and performance
- Performance Tracking
- Problem-Solving
- Organizational Skills
- Active Listening
- Teamwork and Collaboration
Certification
- Certified Insurance License - 2022
Timeline
Sales Support Coordinator
HOLT
2024.05 - Current
Certified Insurance Agent
Carters Insurance Agency
2022.10 - 2024.04
Maintenance Manager
Kaspar Companies
2015.12 - 2022.10
High School Diploma -
Yoakum High School
- Certified Insurance License - 2022
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