JOSH ROWAN
Lehi,UT
Summary
In me, you will discover a reliable, detail oriented and extremely hard-working associate. It would be a pleasure to meet with you to discuss my abilities and see if I could possibly fit in with your needs. If you will contact me, we can schedule a time for an appointment. I have excellent references as to my character and work performance.
Overview
14
14
years of professional experience
Work History
Premier Account Developer
Nice CXone
05.2022 - Current
- We've successfully improved customer service metrics and agent efficiency by understanding and addressing the specific needs of each organization
- I have worked hard to secure the company 8.9 million dollars in ACV (Accumulated Cost Value) this year, with 15 opportunities which are finalized deals with companies from around the nation
- Lead my team in outbound reach, calls, emails, connections on linked in and other platforms we use to reach potential customers
- I currently call 100-150 people and send between 350-450 emails per day
- Fostered effective communication between internal departments, ensuring seamless collaboration on all aspects of account management.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services.
Medicare Insurance Agent
Clearlink Medicare Insurance
07.2019 - 05.2022
- Licensed in 48 states for Aetna, Humana, Wellcare, Mutual of Omaha, Cigna, and Regence Blue Cross BlueShield
- In my first year of employment as an Insurance Agent, I ended the annual election period 19th place out of 140 Agents
- I placed in the top 5 in the company every year with a 2nd place nomination in 2021
- The 2nd year I sold 114 Medicare plans
- I take pride in providing excellent customer service to ensure my clients will return for their plans every year going forward
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.
REO, HOA, & Pre Marketing Specialists
Select Portfolio Servicing, REO "Real Estate Owned Properties" Inc.
08.2016 - 05.2019
- Assisted in getting properties owned by Select Portfolio Servicing ready to put on the market
- I discussed options to pay the HOA with certain HOA's classified by the state and resolve legal issues
- I would also ensure they don't take ownership of the property
- Assisted customers with anything that had to do with their mortgages from selling, to modifying, to making payments
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- I collected documents for modifications or sales
- And I also worked with attorneys and real estate agents to find a solution for their client
- Increased brand awareness by developing and implementing targeted marketing campaigns.
- Streamlined communication processes, leading to improved collaboration between departments.
Junior Financial Planner
Independence University
04.2015 - 06.2016
- I assisted students with completing the Free application for Federal Student Aid or (FAFSA) with Students, scheduled financial aid appointments, completed and packaged student's files and built their financial aid plans
- I provided excellent customer service to every internal and external customer I associated with
Sales Associate / Lab Tech
LENS CRAFTERS
09.2014 - 04.2015
- Greet customers and determine their eye glass needs as well as use their prescription to fit into the perfect lens for them to use
- Discuss type, quality etc
- Answer customer's questions and concerns
- Then finalize the sale
Assistant Manager
Cinemark
03.2011 - 05.2014
- Focused on managing all aspects of a movie theatre including the box office, accounting duties, and projections
- I created work schedules for the employees, completed inventory and managed concessions
- I took pride in providing excellent customer and creating a pleasant and lucrative environment for the customers and employees
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
Education
High School Diploma -
Valley High School
South Jordan, UT01.2011
Skills
- Upselling strategies
- Data interpretation
- Cross-selling techniques
- CRM software proficiency
- Goal oriented
- Objection handling
- Pipeline management
- Cold calling
- Social media outreach
- Sales prospecting
- Teamwork and collaboration
- Task prioritization
- Sales presentations
- Self motivation
Accomplishments
I strongly believe that with my experience of 10 years as a football coach and 10 years in sales that I can accomplish any task that arises when it comes to helping companies achieve both short and long term goals
Timeline
Premier Account Developer
Nice CXone
05.2022 - Current
Medicare Insurance Agent
Clearlink Medicare Insurance
07.2019 - 05.2022
REO, HOA, & Pre Marketing Specialists
Select Portfolio Servicing, REO "Real Estate Owned Properties" Inc.
08.2016 - 05.2019
Junior Financial Planner
Independence University
04.2015 - 06.2016
Sales Associate / Lab Tech
LENS CRAFTERS
09.2014 - 04.2015
Assistant Manager
Cinemark
03.2011 - 05.2014
High School Diploma -
Valley High School
Similar Profiles
Greg OhlsonGreg Ohlson
Sr. Professional Services Engineer at Nice CXOneSr. Professional Services Engineer at Nice CXOne
William T. BurnettWilliam T. Burnett
Senior System Engineer at NICE CXOneSenior System Engineer at NICE CXOne
RAJAT GUPTARAJAT GUPTA
Senior Specialist Product Owner at NICE CXoneSenior Specialist Product Owner at NICE CXone