Harley Helton
Covington,LA
Summary
Dynamic Commercial Lines Client Manager at Ellsworth - World with a proven track record in client account management and relationship selling. Adept at utilizing Epic and Excel to deliver tailored solutions, ensuring high client satisfaction and retention. Outgoing and customer-oriented, I excel in fostering strong relationships to drive business success.
Overview
14
14
years of professional experience
Work History
Commercial lines client manager
Ellsworth - World Insuance
Covington, LA, LA
07.2022 - Current
- Managed client relationships through regular communication and feedback sessions.
- Applied proficiency in Epic, Excel, and World for efficient task execution.
- Managed client relationships to ensure satisfaction and retention at Ellsworth - World.
- Developed tailored solutions to meet unique client needs and preferences consistently.
- Resolved client issues promptly, ensuring a high level of service quality.
- Developed and maintained relationships with clients to understand their needs and provide solutions.
- Drafting proposals for new business and renewals.
Sales Associate
Covington Powersports
Covington, LA
08.2020 - Current
- Helped customers find specific products, answered questions and offered product advice.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Built and maintained relationships with peers and upper management to drive team success.
- Reviewed files, recordings and other documents to obtain information to respond to requests.
- Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
- Answered product questions with up-to-date knowledge of sales and promotions.
- Answered incoming telephone calls to provide store, products and services information.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Built trusting relationships with customers by making personal connections.
- Worked with fellow sales team members to achieve group targets.
- Obtained signatures for financial documents and internal and external invoices.
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
- Answered customer questions, shared product knowledge and researched pricing and availability.
- Stayed up to date on company products and services to support sales objectives.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Listened to customers to understand needs and refer to optimal services.
- Answered customers' questions and addressed problems and complaints in person and via phone.
- Greeted incoming customers and provided expert sales and service to drive revenue.
- Fostered relationships with customers to expand customer base and retain business.
- Collaborated with other sales team members to share selling strategies and gain new insights.
- Educated customers on product features and technical details to highlight benefits.
- Gave top-notch service to everyone in order to provide ample sales opportunities.
Dealer Trade Clerk
Honda of Covington
Covington, LA
08.2020 - Current
- Processed invoice payments and recorded information in account database.
- Managed all payments processing, invoicing and collections tasks.
- Monitored past due accounts and pursued collections on outstanding invoices.
- Accurately input procedure codes, diagnosis codes and patient information into billing software to generate up-to-date invoices.
- Expedited payments by verifying accuracy and currency of vendor information.
- Input statement information, reconciled accounts and resolved discrepancies.
Warranty Clerk
Honda of Covington
Covington, LA
07.2018 - 08.2020
- Verified policy holder data, including age, contact number and physical address.
- Complied with confidentiality regulations in handling customer information.
- Checked documentation for appropriate coding, catching errors and making revisions.
- Processed claims for payment or forwarded to appropriate personnel for further investigation
- Composed business correspondences for supervisors, managers and other professionals.
- Collaborated with fellow team members to manage large volume of claims.
- Collected payments, processed receipts and informed policyholders of outstanding balances.
Teacher
My Little Sprout/ Park Place Academy
Covington, LA
02.2012 - 08.2019
- Created and enforced child-based, hands-on curriculum to promote student interest and receptive learning.
- Supervised students throughout day, both in classroom and outside during breaks.
- Utilized behavior management skills to foster environment conducive to student learning.
- Encouraged student critical thinking and discussion using variety of teaching techniques.
- Maintained positive classroom environments by reinforcing rules for behavior and relationship-building actions.
- Developed lessons, activities and materials to cover required course material.
- Maintained safe, clean and organized classroom environment.
- Established positive relationships with students, parents, fellow teachers and school administrators.
Education
Property & Casualty - Commercial License
.
01-2023
CDA (Child Development Associate) - Early Childhood Education
.
07-2017
High School Diploma -
Covington High School
Covington, LA05-2012
Skills
- Merchandising knowledge
- Honda and BRP brand promotions
- Inventory control procedures
- Relationship selling
- Cash handling accuracy
- Sales expertise
- Cash register operation
- Client account management
- Team player mentality
- Retail merchandising expertise
- Money handling
- Customer- and service-oriented
- Product Sales
- Outgoing personality
Timeline
Commercial lines client manager
Ellsworth - World Insuance
07.2022 - Current
Sales Associate
Covington Powersports
08.2020 - Current
Dealer Trade Clerk
Honda of Covington
08.2020 - Current
Warranty Clerk
Honda of Covington
07.2018 - 08.2020
Teacher
My Little Sprout/ Park Place Academy
02.2012 - 08.2019
Property & Casualty - Commercial License
.
CDA (Child Development Associate) - Early Childhood Education
.
High School Diploma -
Covington High School