Jackie Whalen
Kenmore
Summary
Motivated team player experienced in providing exceptional customer service. Proven ability to remain calm and professional in high-stress situations while being able to quickly and effectively resolve customer complaints. Possesses exceptional communication, organizational and multitasking skills. Committed to providing the highest quality service and creating a positive customer experience.
Overview
11
11
years of professional experience
Work History
Benefits Advisor
AMBA
10.2025 - Current
- Provided expert guidance on employee benefits options and enrollment processes.
- Developed tailored benefits strategies to meet diverse client needs and preferences.
- Conducted comprehensive benefits education sessions for clients and their employees.
- Analyzed client feedback to enhance service offerings and streamline communication methods.
INSIDE DEBT SALES SPECIALIST
Bliss Financial
08.2024 - 12.2024
- Handled inbound and outbound calls from clients seeking financial solutions.
- Reviewed each client's financial profile and credit report to determine the best options.
- Educated customers on debt settlement options to guide them towards best course of action.
- Consistently exceeded monthly sales targets through effective sales closing techniques.
Total Loss Adjuster
Travelers Insurance
12.2022 - 07.2024
- Evaluated total loss claims to ensure compliance with policy guidelines and legal regulations.
- Collaborated with internal teams to streamline claims processing and improve customer satisfaction.
- Analyzed complex loss scenarios, providing expert recommendations on claim settlements and resolutions.
- Mentored junior adjusters, enhancing their skills in investigation techniques and documentation standards.
Inside Sales
Jerry.AI
08.2020 - 08.2021
- Worked closely with inside sales team members to maximize lead generation efforts and drive overall sales growth.
- Coordinated closely with inside sales representatives on joint efforts or handoffs when necessary for efficient territory management.
- Boosted sales revenue by developing and implementing effective marketing strategies for inside sales.
- Increased sales revenue by developing and implementing effective inside sales strategies.
INSIDE SALES REPRESENTATIVE
GEICO
12.2014 - 08.2020
- Worked in high volume call center.
- Handled 75-100 daily inbound calls from customers to advise them on homeowners insurance products, coverage limits and state insurance requirements.
- Prepared personalized insurance quotes, overcame objections, and closed sales.
- Used consultative sales approach to help customers uncover hidden needs.
- Exceeded monthly sales quotas.
- Upsold additional products such as identity theft protection and jewelry riders.
Education
BA - Religious Studies
University of California Santa Barbara
CASkills
- Communication skills
- Leadership
- Computer literacy
- Problem solving
- Customer service and care
- Client relations
Timeline
Benefits Advisor
AMBA
10.2025 - Current
INSIDE DEBT SALES SPECIALIST
Bliss Financial
08.2024 - 12.2024
Total Loss Adjuster
Travelers Insurance
12.2022 - 07.2024
Inside Sales
Jerry.AI
08.2020 - 08.2021
INSIDE SALES REPRESENTATIVE
GEICO
12.2014 - 08.2020
BA - Religious Studies
University of California Santa Barbara