Contributed to team efforts that achieved unprecedented demo numbers for ClassDojo, enhancing client engagement in summer 2025.
Life Insurance Agent (Remote)
Lincoln Heritage Life Insurance Company
Remote
11.2024 - 01.2025
Executed high-volume outbound calling campaigns and managed live transfers using company dialer.
Utilized NEPQ-based scripting to navigate objections and conduct in-depth discovery sessions, uncovering customer needs.
Orchestrated manager involvement in calls to drive successful deal closures while independently securing multiple agreements.
Engaged in agent-in-training program on Taylored Legacy agency's telesales platform.
Achieved sales of 21 policies in December, demonstrating strong performance as a new agent.
Earned various talk time bonuses and a special bonus for generating over $3500 in annualized premium sales during one week.
In January Lincoln Heritage made the decision to stop all telesales and to only sell in the field (door-to-door) going forward. This was due to changing lead regulations which they believed posed too much risk to them as a company. All leads were TCPA compliant but this was the company's choice.
Life Insurance Agent (Remote)
American Income Life Insurance Company
Remote
04.2024 - 11.2024
Delivered interactive Zoom sessions focused on increasing client engagement and boosting sales of final expense plans for veteran clients.
Executed daily outreach to over 100 leads, leveraging rebuttals to successfully overcome objections and secure appointments.
Implemented strategies to gather client referrals, driving market expansion efforts.
Engaged in coaching and training sessions aimed at improving sales techniques and communication effectiveness.
Cultivated client relationships through consistent follow-ups and tailored policy modifications.
Customer Service Representative (Remote)
Foundever (Intuit Quickbooks Online)
Remote
12.2022 - 05.2024
Provided exceptional customer service by utilizing in-depth product and service knowledge to foster welcoming and positive experiences.
Utilized Salesforce CRM to meticulously document customer interactions, ensuring effective follow-up and issue resolution.
Leveraged screenshare technology and knowledge articles to effectively troubleshoot and address technical and bookkeeping issues in QuickBooks.
Advised customers on product upgrades and provided in-depth education on benefits.
Assisted in payroll processing and payment management. Supported accountants in delivering high-quality client services.
Facilitated collaboration among team members to establish best practices for delivering consistent customer service.
Restaurant Team Member
Choice Health Bar
Paia, HI
07.2018 - 03.2020
Welcomed customers at front counter, addressing inquiries and processing meal orders through POS system.
Produced exceptional smoothies and acai bowls, contributing to a diverse menu of savory vegan meals that enhanced customer satisfaction.
Handled incoming phone calls and processed customer orders efficiently. Provided assistance to customers by applying effective problem-solving skills.
Executed side tasks with precision and attention to detail.
Demonstrated commitment by attending every shift punctually and seamlessly stepping in for team members during busy and understaffed days.
Provided training for new employees by showcasing tasks and offering guidance throughout daily activities.
Promoted teamwork among staff members to ensure a consistently positive and supportive atmosphere.
Bartender, Cashier and Food Runner
Farm Burger
Berkeley, CA
02.2016 - 06.2018
Delivered exceptional customer service across multiple roles in a fast-paced restaurant environment.
Managed high-volume customer transactions as cashier while ensuring precise entry of custom orders.
Facilitated customer engagement through conversation while efficiently preparing drinks and executing side work tasks.
Provided tailored recommendations of menu items based on individual preferences and food allergies to ensure customer satisfaction.
Managed incoming orders at full-service bar and over the phone, ensuring prompt and accurate service delivery.
Conveyed essential details to team members to improve customer satisfaction and operational efficiency.
Guided and supported new team members in skill development and role acclimatization.
Server and Bartender
Cafe Gratitude
Berkeley, CA
07.2013 - 11.2015
Delivered exceptional customer experiences by providing attentive service at tables and bar.
Crafted cafe beverages, including fresh juices and smoothies, and served wine and beer to customers.
Supported team in delivering exceptional customer service during peak hours.
Processed incoming calls for order entry and provided assistance for customer inquiries.
Optimized inventory organization and storage practices to enhance operational efficiency.
Implemented a 'clearing process' before shifts to promote a positive and authentic workplace environment.
Facilitated onboarding and training of new staff to enhance operational efficiency.