Johnathan Halgren
Queen Creek,AZ
Summary
Hardworking results-driven professional with proven relationship-building and time management skills in fast-paced environments. Skilled at assisting employees with learning tasks, improving performance and maximizing productivity. A great background in handling inbound and outbound calls, online requests and emails with fantastic problem-solving, multitasking and research abilities. Positive energy brought everyday looking for win-win solutions for the company and customers.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Medicare Consultant
Your Way Insurance
05.2024 - Current
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
- Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
- Utilized advanced organizational skills to manage multiple client accounts simultaneously while maintaining attention to detail throughout the enrollment process.
Server
Olive Garden
01.2023 - Current
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Delivered food orders promptly and courteously.
- Responded efficiently to guest inquiries and complaints in a professional manner.
- Handled money transactions accurately while following company procedures for handling cash payments.
- Provided exceptional service to high volume of daily customers.
- Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
Life Insurance Agent
Efinancial
12.2023 - 05.2024
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Provided coverage option information to assist clients in protecting assets.
- Vetted incoming requests prior to connecting the customer with an agent, to verify qualifications.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans.
Lead Customer Care Representative
Realtor.com
05.2021 - 11.2023
- Provided leadership and direction to customer care team, ensuring exceptional customer service.
- Coached and mentored customer care staff on best practices for handling customer inquiries.
- Monitored incoming calls, emails, and other communication channels for customer service issues.
- Trained new employees on best practices and customer care procedures to eliminate inefficiencies.
- Handled all customer inquiries within established timeframes while maintaining high levels of accuracy and consistency.
- Analyzed trends in customer service issues to identify areas needing improvement or change.
- Maintained up-to-date knowledge of product features and services offered by the company.
- Collaborated with other departments such as marketing, sales, IT., when needed.
- Investigated root causes of recurring problems and implemented solutions accordingly.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- De-escalated customer issues with proven conflict mediation and problem-solving abilities.
Insurance Agent
Clearlink Insurance Agency
09.2020 - 03.2021
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Analyzed customer needs and provided best options, upselling products and services.
Server Trainer
Outback Steakhouse
05.2017 - 09.2020
- Developed and presented comprehensive training materials on server setup, configuration, and maintenance.
- Provided one-on-one support to ensure successful completion of training objectives.
- Provided exceptional service to high volume of daily customers.
- Educated waiters on menu, memorization strategies and how to convey information clearly.
- Verified guest satisfaction with meals and suggested additional items to increase restaurant sales.
- Explained goals and expectations required of trainees.
Education
Some College (No Degree) -
Northern Arizona University
High School Diploma -
Desert Ridge High School
05.2015
Skills
- New Hire Training
- Cold-calling
- Creative Problem-Solving
- Customer Retention
- Team Training and Development
- Report Generation
- Upselling and Cross-Selling
- Data Collection
Certification
- Health and Life insurance license
- HIPAA Certified
Timeline
Medicare Consultant
Your Way Insurance
05.2024 - Current
Life Insurance Agent
Efinancial
12.2023 - 05.2024
Server
Olive Garden
01.2023 - Current
Lead Customer Care Representative
Realtor.com
05.2021 - 11.2023
Insurance Agent
Clearlink Insurance Agency
09.2020 - 03.2021
Server Trainer
Outback Steakhouse
05.2017 - 09.2020
Some College (No Degree) -
Northern Arizona University
High School Diploma -
Desert Ridge High School
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