Jacqualine Schumaker
Brandon,FL
Summary
Results-driven Inside Account Representative known for high productivity and efficient task completion. Specialized in customer relationship management, sales strategy development, and conflict resolution. Excel in communication, problem-solving, and adaptability, consistently leveraging these skills to foster client satisfaction and achieve sales targets.
Overview
8
8
years of professional experience
Work History
Inside Account Representative
TD Synnex
Clearwater, FL
11.2018 - Current
- Lead our daily team meeting, reviewing daily billing—where we are compared to our goal, team calendar, any important company meetings, trainings, or emails; and if there are any customer issues the reps need to address for our focus accounts, or any customer issues we need to inform our associate reps.
- Pull the daily quotes report for my focus accounts; see if there are any large quotes I need to follow up on or assist with pricing.
- Manage our team email box: filing, sending emails to vendors when needed, and ensuring emails are responded to within our SLA.
- Respond to quote/order requests, especially for opportunities over $100,000. Make sure the customer is getting the best deal, and looping in the vendors for deals and special pricing.
- Ensuring that I log any business development calls I have had for the day, or any deals over $100,000, in our regional reporting for our managers to review.
- Resolve customers' issues, complaints, and returns in a timely manner, and escalate when needed.
- Calling out on deals/issues that may arise and inviting customers to our company events to help grow and innovate their business.
- Cultivated and strengthened customer relationships to drive revenue growth.
- Expert in Cisco products and knowledge. Lead training sessions within our team to ensure everyone knows how to process Cisco quotes, orders, create estimates, deal IDs, and CCWRs.
- Create a team OneNote (Windows application) to store any hand, need-to-know information regarding our team, customers, vendors, or the company.
- Trained new hires within the team and reported back to management any errors they made or concerns I saw that they needed further training on.
Insurance Customer Service Representative
Rob Sheehan - State Farm
Clearwater, FL
04.2017 - 11.2018
- Greeted customers as they entered the office.
- Took inbound calls regarding insurance policy changes, quotes, payments, questions, issues, and claims.
- Made outbound quoting calls, per leads assigned to me by the agent, along with payment follow-ups, total loss packages, and coverage cancellation.
- Created quotes for auto, homeowners, renters, condos, mobile homes, some life/health products, umbrella policies, and personal articles policies.
- Faxed or emailed customers their insurance binders personally or to dealerships and property managers.
- We would provide the best solutions for lowering coverages due to rate increases that still fit their needs.
Education
High School Diploma -
Boca Ciega High School
Gulfport09-2012
Skills
- Goal-oriented mindset
- Sales pipeline development
- Problem solving
- Attention to detail
- Documentation and reporting
- Revenue forecasting
- Excellent time management
- Order processing
- Quote management
- Sales reporting
- Clear and articulate phone manner
- Analytical problem solver
- Tenacious follow-up
- Adept multi-tasker
- Superior organizational skills
- Cheerful and energetic
- Email and phone etiquette
- Payment processing
- Relationship building
Timeline
Inside Account Representative
TD Synnex
11.2018 - Current
Insurance Customer Service Representative
Rob Sheehan - State Farm
04.2017 - 11.2018
High School Diploma -
Boca Ciega High School