Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Heidi L. Hales-Walker

New Smyrna Beach,FL

Summary

Knowledgeable and dedicated professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

22
22
years of professional experience

Work History

Sales Adviser

Liberty Mutual Insurance
03.2020 - Current
  • Increased sales by offering advice on purchases and promoting additional products.
  • Trained and mentored new sales representatives.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Collaborated with cross-functional teams to identify and address customer needs.
  • Developed and implemented sales strategies to increase profits.
  • Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.

Travel Consultant

AB Sea Cruise & Tours
01.2002 - Current
  • Worked closely with clients to understand unique needs and meet specific travel desires.
  • Organized trips for individual, family and business travelers.
  • Advised clients on visa, passport and security requirements relating to destinations and confirmed flight details for each reservation.
  • Kept abreast of all airline rules, regulatory requirements and industry standards when scheduling travel arrangements.
  • Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
  • Maintained operational proficiency in coordinating both international and domestic travel accommodations for customers, arranging for airfare as well as hotel and rental car reservations.

Realtor

Ocean Properties & Management
06.2017 - 01.2023
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Developed and implemented strategic marketing plans to increase potential for selling properties and generate more leads.
  • Reviewed market research data and changed sales plans accordingly.
  • Developed and maintained relationships with clients through networking, postcards, and cold calling.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

Operations Sales Manager

JW Edens & Company Insurance
12.2017 - 03.2020

Collaborated with upper management to implement continuous improvements and exceed team goals.

  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Managed revenue models, process flows, operations support and customer engagement strategies.
  • Built relationships with customers and community to establish long-term business growth.
  • Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
  • Achieved established KPI for company, team and individual performance through teamwork and focus on customers.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.

Auditor, Adjuster, Underwriter

Security First Insurance
10.2012 - 10.2016
  • Customer Service, Claims Adjusting, Auditing and Underwriting
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Planned audits and audit activities to allocate necessary resources and determine consistency of plans with audit objectives.
  • Administered auditing program to address risks and evaluate compliance with regulatory requirements.
  • Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
  • Assessed internal control risks of network through information system audits.
  • Built strong relationships with lenders, brokers and clients for constructive communications.

General Manager

Allstate Insurance
03.2002 - 10.2012
  • Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
  • Formulated policies and procedures to streamline operations.
  • Analyzed market trends and competitor activities to create competitive advantages.
  • Provided strategic oversight of marketing and promotional campaigns to keep campaigns aligned with overall goals and objectives.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.


Education

Bachelor of Arts - Organizational Leadership

Daytona State College
Daytona Beach, FL
05.2022

Associate of Applied Science - Liberal Arts

Daytona State College
12.2017

MBA - Organizational Leadership

Keiser University
Fort Lauderdale, FL
12.2024

Skills

  • Business Development
  • Sales Management
  • Consultative Selling Techniques
  • Quote Generation
  • Profit Target Achievement
  • Strategic Networking
  • Sales and Marketing
  • Customer Retention Strategies
  • Sales Quota Achievement
  • Territory Management
  • Lead Prospecting
  • Sales Report Generation
  • Revenue Growth

Additional Information

  • AWARDS , Business Woman of the Year Top Sales in Region Manager of the Year

Timeline

Sales Adviser

Liberty Mutual Insurance
03.2020 - Current

Operations Sales Manager

JW Edens & Company Insurance
12.2017 - 03.2020

Realtor

Ocean Properties & Management
06.2017 - 01.2023

Auditor, Adjuster, Underwriter

Security First Insurance
10.2012 - 10.2016

General Manager

Allstate Insurance
03.2002 - 10.2012

Travel Consultant

AB Sea Cruise & Tours
01.2002 - Current

Bachelor of Arts - Organizational Leadership

Daytona State College

Associate of Applied Science - Liberal Arts

Daytona State College

MBA - Organizational Leadership

Keiser University
Heidi L. Hales-Walker