Jennifer Brown
Houston/Plano,TX
Summary
Strategic-thinking professional with several years of experience building relationships, cultivating partnerships, retaining top accounts, and growing profit channels by establishing trust. Persuasive and self-motivated with expertise in expanding network connections and introducing products. Well-versed in educating clients, implementing pricing strategies, and driving territory development.
Overview
12
12
years of professional experience
Work History
Insurance Sales Advisor
Liberty Mutual
, TX
08.2023 - Current
- Engage regularly with potential and current customers, providing updates on pricing, services, and credit account criteria.
- Monitor the pricing and services of market competitors.
- Organized regular follow-up calls to ensure client satisfaction with the services provided.
- Maintained up-to-date knowledge of all available insurance products in order to provide accurate advice.
- Utilized customer relationship management software to keep track of sales, client information and policy details.
- Provided advice to clients on the insurance products best suited to their needs.
- Identified potential cross-selling opportunities among existing customers.
- Organized regular follow-up calls to ensure client satisfaction with the services provided.
- Utilized Power BI to track leads, customer interactions, and sales progress efficiently.
- Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.
- Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
- Upsold products to policyholders and potential new clients.
- Conducted comprehensive needs analysis to offer appropriate insurance products, including life, health, and property insurance.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Community Success Lead
Walmart Health
Sugar Land, TX
09.2023 - 02.2024
- Directed and oversaw the creation of a comprehensive community engagement platform and generated viable leads through events and outreach with community organizations, agents, and brokers
- Partnered with local Walmart Health staff and community organizations to introduce potential patients and community members to Walmart Health by participating in health fairs and live and virtual community events
- Coordinated and guided tours of Walmart Health facilities, which allows Walmart Health staff to be a visible member of the community and a trusted service provider
- Cultivated and fostered strong relationships with senior care and other facilities or groups that support the program by referring potential customers to primary care
- Reviewed, evaluated, and qualified leads generated through centralized marketing campaigns and a local social network to market wellness day events and grand openings
- Engaged with new customers to confirm they are fully satisfied with the onboarding experience with Walmart Health
- Studied activities and results as a means to forecast sales performance and adjust strategies as necessary accurately
- Facilitated business meetings with prospective clients while focusing on customer satisfaction and financial gain
- Served as the primary point of contact for other departments regarding projects and monitor progress to meet stakeholder requirements.
Tax Preparer
Take Away Tax
Houston, TX
12.2022 - 07.2023
- Identified potential deductions to minimize clients' tax liabilities.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Assisted customers with any questions they had about their taxes or filing status.
- Provided guidance on financial decisions related to taxes.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Maintained accurate records of all client transactions and filings.
- Filed electronically through approved software programs.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
Operations Manager
SFS Logistics
Houston, TX
06.2022 - 12.2022
- Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
- Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
- Recruited, trained, supervised, evaluated and mentored staff members.
- Assessed employee performance against established benchmarks or targets.
- Ensured compliance with all relevant regulations, policies and procedures.
- Developed and implemented strategic plans to ensure organizational goals were met.
- Reviewed internal reports and identified areas of risk or potential cost savings.
- Managed budgeting and financial planning processes for the organization.
- Monitored market conditions and competitor activities to inform business decisions.
Medical Device Referral Development Manager
Inogen
Plano, TX
02.2016 - 05.2022
- Tasked with cultivating and preserving relationships with principal institutional stakeholders and connected Health Care Professionals (HCPs) to foster support and propel sales momentum, thereby delivering tailored solutions for individuals with chronic respiratory ailments
- Acquired new oxygen patient referrals to guarantee sales objectives were met and exceeded consistently; performed with a strong and continuous focus on reaching and surpassing all monthly sales call targets
- Successfully secured new referrals for oxygen patients, ensuring sales goals were not only achieved but surpassed; maintained a robust and unwavering commitment to exceed all monthly sales call benchmarks
- Earned recognition as an outstanding contributor to the introduction of a novel respiratory medical device, leading to a promotion as a liaison for product development and design within a pilot team
- Consistently surpassed sales targets, averaging 61 monthly sales against a quota of 25, placing in the top 5% of performers nationwide
- Oversaw creating and managing comprehensive records detailing customer engagements and sales transactions
- Initiated and steered the formulation of a groundbreaking sales strategy for the territory, incorporating both tactical and strategic methods to secure favorable results
- Fostered and managed customer connections to boost sales of respiratory merchandise
- Scoped out various local media outlets to maximize marketing campaign impact; forged synergies with SOO and field sales and marketing teams to unearth fresh business prospects
- Achieved significant sales growth by implementing effective sales activities and processes; adeptly utilizing a suite of CRM tools, including Velocify, Salesforce, Oracle, and other specialized software
- Executed numerous daily tasks related to account portfolio management, keeping up-to-date CRM documentation of territory dynamics, potential customer orders, and ongoing sales statuses, and consistently relayed insights to the management team.
Loss Mitigation Specialist
Sutherland
Houston, TX
06.2014 - 01.2016
- Reviewed loan applications, verified accuracy of information and determined eligibility for approval.
- Ensured compliance with all applicable regulations, laws, and guidelines.
- Maintained a database of applicant information, processing stages, and outcomes.
- Reviewed and processed loan applications to ensure completeness and accuracy.
- Coordinated with applicants to gather missing information or documents.
- Performed quality control checks on processed applications to minimize errors.
- Assisted in resolving customer inquiries regarding loan modifications and foreclosure prevention options.
- Reviewed and evaluated borrowers' income, expenses, assets, liabilities, credit history and other pertinent documentation.
- Worked closely with internal departments such as Servicing, Underwriting and Legal teams to ensure compliance with applicable laws and regulations.
- Negotiated repayment plans with delinquent borrowers in accordance with company policies and procedures.
- Researched and analyzed borrowers' financial information to determine eligibility for loan modification programs.
- Managed multiple tasks simultaneously while meeting established deadlines for completion of assignments.
Loss Mitigation Specialist
Stewart Title
Houston, TX
11.2012 - 03.2014
- Responded promptly to inquiries from customers regarding their loans status or any other related issues.
- Researched customer accounts and ensured timely payments were made.
- Verified borrower information including income, assets, liabilities and employment history.
- Provided assistance to underwriters in the review process of loans.
- Reviewed loan applications, verified accuracy of information and determined eligibility for approval.
- Monitored daily workflow to ensure deadlines were met for each stage of the loan process.
- Prepared closing documents for approved loans according to company procedures.
Education
Master of Science in Project Management -
Sam Houston State University
05.2025
Bachelor of Arts (B.A.) in Mass Communication & Advertising -
Texas Southern University
01.2011
Skills
- Community Outreach/Engagement
- Client Relationship Management
- Business Development
- Project Management
- Account Management
- Client Acquisition
- Financial Acumen
- Policy analysis
- Product Promotion
- Media kits
- Schedule Management
- Marketing and sales
- Loan Servicing
- Property Inspection Requirements
- Generating Reports
- Bookkeeping
- Tax Return Preparation
- Information Technology Management
- B2B, B2C, DTP
- Operations Management
- Sales management
- Market Research
- Recruitment and hiring
- Sales Strategies
- Market dynamics
- Partnership Development
- Promotions
- Event Planning
- Dispatcher Communication
- Managing logistics
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Affiliations
- FBISD Bond Oversite Committee
- PRSA Public Relations of Society of America
Technical Proficiencies
- Windows
- Mac OS
- Microsoft Office Suite
- CRM/Sales Force
- HubSpot
- Veeva
- SAAS- Vitalizeyez
- Remote Patient Monitoring
- Epic
Timeline
Community Success Lead
Walmart Health
09.2023 - 02.2024
Insurance Sales Advisor
Liberty Mutual
08.2023 - Current
Tax Preparer
Take Away Tax
12.2022 - 07.2023
Operations Manager
SFS Logistics
06.2022 - 12.2022
Medical Device Referral Development Manager
Inogen
02.2016 - 05.2022
Loss Mitigation Specialist
Sutherland
06.2014 - 01.2016
Loss Mitigation Specialist
Stewart Title
11.2012 - 03.2014
Master of Science in Project Management -
Sam Houston State University
Bachelor of Arts (B.A.) in Mass Communication & Advertising -
Texas Southern University
Previous Experience
- Accuhealth, Houston, TX | Medical Device Sales
- Automation Personnel Services | Branch Manager, Recruiting
- Compliant Healthcare Technologies, CA/NV/OR/WA/AK | Account Manager
- Next Wave Entertainment LLC, Houston, TX | Executive Producer
- Methodist Hospital, Houston, TX | Dispatcher
- Harris County Hospital District, Houston, TX | Dispatcher
- WALIPP, Houston, TX |Pubic Relations
Hobbies and Interests
- Videography
- Business Development
- Film Writing
- Photography
References
References available upon request.
Affiliations
- FBISD Bond Oversite Committee
- PRSA Public Relations of Society of America
Technical Proficiencies
- Windows
- Mac OS
- Microsoft Office Suite
- CRM/Sales Force
- HubSpot
- Veeva
- SAAS- Vitalizeyez
- Remote Patient Monitoring
- Epic
Previous Experience
- Accuhealth, Houston, TX | Medical Device Sales
- Automation Personnel Services | Branch Manager, Recruiting
- Compliant Healthcare Technologies, CA/NV/OR/WA/AK | Account Manager
- Next Wave Entertainment LLC, Houston, TX | Executive Producer
- Methodist Hospital, Houston, TX | Dispatcher
- Harris County Hospital District, Houston, TX | Dispatcher
- WALIPP, Houston, TX |Pubic Relations
Hobbies and Interests
- Videography
- Business Development
- Film Writing
- Photography
References
References available upon request.