Jay Moreland
Dallas
Summary
I am a dedicated customer service representative with motivation to maintain customer satisfaction and contribute to company success. Seeking a job as a Sales, Customer Service Representative, with a dynamic company and/or organization that will utilize my experience and expertise in Sales, Customer Service, Risk Compliance, Home Retention, Mortgage.
Competitive Telesales Executive with track record of excellence in outbound B2B sales. Energetic telemarketer with strong commercial acumen and successes closing deals over telephone. Demonstrates in-depth product knowledge, pursuing continuous training to optimize brand representation.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Medicare Sales Representative
Agent boost marketing
Dallas
09.2024 - 05.2025
- Used provided CRM and dialer,
- Made outbound calls to Medicare beneficiaries that have questions regarding their Medicare benefits.
- Performed benefit comparisons and assisted consumers with enrollment into plans and products that were most suitable via a provided enrollment tool
Medicare AdvantageInsurance Telesales Agent
ASSURANCE IQ
Dallas
07.2013 - 05.2024
- Responsible for frontline interface with any engagements in customers, materials and services
- Answered inbound telephone calls and speak with customers in an effort to sell client products and services with accuracy, efficiency, and quality
- Accessed customer leads via computer software and make necessary entries in order to complete customer application for products or services, input customer information, resolve problems and/or complaints, initiate or change service, process transactions, schedule call backs, etc
- Communicated with customer effectively and clearly, which requires excellent oral communication skills
- Used resources and supporting technology to evaluate, document, and execute service
- Used independent judgment, logic and analytical skills in problem solving
- Stayed abreast of product knowledge, sales and/or customer service skills, and changes in the related industry.
Event Sales and Photo Booth Operations
Wing Productions
Dallas
02.2013 - 06.2019
- Set up and operate photo booth equipment, including cameras, printers, and props
- Assist guests with their photo sessions, including guiding them through the process and encouraging them to have fun
- Maintain the cleanliness and functionality of the photo booth equipment throughout the event
- Monitor the booth and ensure that guests are following the rules and guidelines
- Manage the printing and distribution of photos to guests, and ensure that all photos are of high quality and printed promptly
- Provide exceptional customer service to guests, and ensure that all guests have an enjoyable and memorable photo booth experience
- Collect and organize digital copies of all photos taken at the event
- Assist with any additional tasks related to event entertainment, as needed
- Multitasked effectively to handle administrative, operational and customer issues for multiple upcoming events.
- Coordinated parties, corporate events and fundraisers for clients.
- Communicated effectively with clientele to maintain customer satisfaction and loyalty.
- Assisted customers during selection process and helped choose perfect products to meet individual needs.
Health Insurance Agent
National Agents Life
04.2012 - 06.2013
- Developed base for sources of clients by using referrals, purchased leads, occupational, to compile lists of prospects
- Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals
- Obtained underwriting approval by completing application for coverage
- Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs
- Updated my job knowledge by participating in educational opportunities; read professional publications
- Charges expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries
- Maintains accounting ledgers by verifying and posting account transactions
- Pays vendors by monitoring discount opportunities; resolving purchase order, contract, invoice, or payment discrepancies and documentation; insuring credit is received for outstanding memos; issuing stop-payments or purchase order amendments
- Updates job knowledge by participating in educational opportunities
- Protects organization's value by keeping information confidential
- Maintains historical records by microfilming and filing documents
- Accomplishes accounting and organization mission by completing related results as needed.
Mortgage Servicing Specialist II
Bank Of America
01.2008 - 03.2012
- Responsible for helping Bank of America customers with Heloc & Heloan second mortgage accounts who are interested in participating in the Making Home Affordable (MHA) 2nd lien program or other loss mitigation program as available
- Acted as a subject matter expert while working with our borrowers through the MHA/workout process
- As a analyst I was responsible for managing my own accounts
- Responsibilities included calling on accounts that are in other non-MHA plans to explain the MHA benefits, obtaining required paperwork, preparing the necessary documents for booking to the loan systems, and following up for signatures and required trial payments
- Additionally, I worked to resolve any borrower issues as pertains to workout programs and MHA 2nd lien including terminating participation, if necessary, according to the program rules
- As a analyst I worked with a deadline to process modifications in which required time management and above average organization skills
- Conducted compliance analysis for a documentation review, identify and verify exceptions within files and prepare reports and findings in a clear and concise manner
- Business Unit Requirments
- Effective internal control processes
- Self-monitoring Practices
- Assessment, tracking and reporting issues
- Ensured timely communication of pertinent analysis of monitoring and validation efforts.
Education
High School Diploma -
Creekview High School
Carrollton, TX01.2007
Skills
- Call Center
- Telephone
- Telesales
- Insurance sales
- 2 Years Loan Processing
- 2 Years Loan Modifications
- 2 Years Loss Mitigations
- 2 Years Calculating Debt to Income Ratios
- 2 Years Risk Management
- Conflict resolution
- Strong organizational skills
- Telecommunication skills
- 2 Years Compliance Review
- Solid knowledge of regulatory compliance requirements and risk management principles
- Motivation for Sales
- Tracking Budget Expenses
- Courteous demeanor
- Strong client relations
- Energetic work attitude
- Fast learner
- Problem solver
- MS Windows proficient
- Top sales performer
- Telephone inquiries
- Credit card processing
- 2 Yrs of financial investigating
- Strong analytical skills
- Excellent writing and verbal skills
- Client Relationships
- Reservation Management
- Suggestive Selling
- Event Management
Certification
- Life & Health Insurance License
- Insurance Producer License
- Life Insurance License
Additinal Information
People Skills, Accounting, Oracle database
Timeline
Medicare Sales Representative
Agent boost marketing
09.2024 - 05.2025
Medicare AdvantageInsurance Telesales Agent
ASSURANCE IQ
07.2013 - 05.2024
Event Sales and Photo Booth Operations
Wing Productions
02.2013 - 06.2019
Health Insurance Agent
National Agents Life
04.2012 - 06.2013
Mortgage Servicing Specialist II
Bank Of America
01.2008 - 03.2012
High School Diploma -
Creekview High School