Infini R. McNeill
Dallas,TX
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Manager, Inside Sales
Baldwin Risk Partners
09.2022 - Current
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met and exceeded revenue goals by placing 6th in overall sales team and maintaining over 20% conversion rate through identifying new clients.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
GoHealth
Sr. Benefits Consultant
03.2022 - 08.2023
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales by 15%.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Finalized sales and collected necessary deposits.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Insurance Agent
TZ Insurance Solutions LLC
08.2020 - 03.2022
- Tier 1 agent for AEP 2020 to present with 18.96% Inbound Conversion for January 2021.
- Recommended script modifications for operational improvements based on tracking and analysis of call time data.
- Engaged in team training for business start-ups to assist agents with gaps in product knowledge and sales techniques.
- Handled inbound contacts and provided customer service according to Medicare policies and organization procedures.
- Located materials and online resources by demonstrating the use of equipment and software.
- Identified new methods to optimize medical records management.
- Complied with HIPAA and company regulations to maintain client's personal information for Medicare Advantage Qualifications.
Education
Bachelor of Science - Communication Studies
Kean University
Union, NJ08.2017
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Flexible and Adaptable
- Performance monitoring
- Customer Relations
- Results Orientation
- Project evaluation
- Account Reconciliation
- Expert in Microsoft Outlook, Excel, PPT, and Access
- Goal-Oriented
Certification
- Health and Accident License - 08/2020-Present
- Personal Lines License - 03/2023-Present
Leadership & Activities
Leadership Development 02/2020 - Presently
Created resolution plans for area's of opportunity's for agents based on team's and organization status.
Presented plan's for implementation effects of teams overall performance to measure success.
Presentation supported that daily training of elections improved proper usage helping to increase the placement by 1% within the first month of election training.
Newsletter 01/2021 - Presently
Contributing writer covering organizational and community happenings.
Timeline
Account Manager, Inside Sales
Baldwin Risk Partners
09.2022 - Current
GoHealth
Sr. Benefits Consultant
03.2022 - 08.2023
Insurance Agent
TZ Insurance Solutions LLC
08.2020 - 03.2022
- Health and Accident License - 08/2020-Present
- Personal Lines License - 03/2023-Present
Bachelor of Science - Communication Studies
Kean University
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