Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julia Sook

Hillsboro,OR

Summary

Motivational leader and organizational problem-solver with, account executive, team building and sales/customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance. Proven skills in promoting products and boosting revenue while also deepening relationships with new and long standing clients through cross sell, upsell, and relationship building skills.

Overview

7
7
years of professional experience

Work History

Senior Client Service/EDI Representative

Mutual Of Omaha
08.2024 - Current
  • Provided superior customer service to clients by responding to inquiries and resolving any issues or concerns in a timely manner.
  • Coordinated client meetings, prepared agendas, and documented meeting notes.
  • Managed escalated customer complaints and resolved complex problems quickly.
  • Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
  • Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
  • Demonstrated advanced knowledge of the EDI file feeds

Client Service Representative

Mutual Of Omaha Insurance Company
Hillsboro, OR
03.2023 - 08.2024
  • Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
  • Managed and updated client account information to keep records accurate and current.
  • Personalized client experience, identifying unique needs and providing information and services to match.
  • Presented and explained fees, clearly clarifying invoices and company policies.
  • Documented customer correspondence in CRM to track requests, problems and solutions.
  • Promoted client satisfaction by working with operational teams in proper resolution of service issues.
  • Performed needs analysis and presented options based on findings to help customers make decisions.
  • Leveraged detailed knowledge to recommend and select suitable products and services.
  • Audited customer account information to identify issues and develop solutions.
  • Collaborated cross-functionally, remaining up-to-date on products, services and policies to inform clients.
  • Resolved contract and billing system inconsistencies, identifying discrepancies and requesting corrections.
  • Displayed knowledge and efficiency in systems
  • Resolved complex customer inquiries in a timely manner.
  • Demonstrates strong teamwork and collaboration skills as a member of the Regional Service Team, contributing to a positive work environment and achieving shared goals.

Senior Account Executive & Client Manager

C9 Collective
Cornelius, OR
12.2020 - 01.2023
  • Addressed inquiries from clients and department team members.
  • Resolved customer complaints regarding sales and service.
  • Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
  • Built customer confidence by actively listening to needs and concerns and providing appropriate solutions.
  • Determined cross-selling or up-selling opportunities and provided client relations team with insight to facilitate increased or new business.
  • Determined price schedules and discount rates.
  • Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
  • Established new and maintained existing client relationships by cultivating open and positive dialogue, delivering high-quality service and following up after sales close.
  • Coached, developed and motivated team to achieve revenue goals.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Created receiving reports and updated vendor balance sheets to record accounts payable.
  • Expedited payments by verifying accuracy and currency of vendor information.
  • Worked with team members and leadership to identify and develop process improvements.
  • Managed all payments processing, invoicing and collections tasks.
  • Monitored past due accounts and pursued collections on outstanding invoices.

Account Executive

C9 Collective
Cornelius, OR
01.2020 - 01.2021
  • Greeted and assisted customers to foster positive experiences.
  • Listened to customer needs to identify and recommend best products and services.
  • Increased profitability within accounts by cross-selling additional products.
  • Created new revenue streams by increasing market coverage while driving company profits.
  • Identified customer needs by asking questions and advising on best solutions.
  • Revived dormant accounts by re-establishing relationships with key decision-makers.
  • Collaborated with key decision makers to identify opportunities and develop ideas to deliver sales results.
  • Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Maintained updated knowledge of changing industry, standards and trends related to accounts.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Resolved customer complaints by offering creative solutions and incentives.

Assistant Manager of Operations

C9 Collective
Cornelius, OR
01.2018 - 12.2020
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Delegated work to staff, setting priorities and goals.
  • Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
  • Coached employees to work together to carry out daily functions and meet service objectives.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Located merchandise from shelves and storage areas to fill orders.
  • Evaluated merchandise condition and accounted for items in system.
  • Organized and stored items in warehouse using pallet jacks and hand trucks.
  • Processed daily orders through multi-carrier manifest system.
  • Gathered and organized merchandise for distribution into appropriate envelopes, boxes or pallets.
  • Packed merchandise for delivery and moved items to delivery area.
  • Kept assigned work areas clean and orderly to promote efficiency and mitigate risk of accidents.
  • Followed proper packaging requirements depending on order size and type.
  • Followed SOP procedures to prevent mix ups and damages during order fulfillment process.

Education

High School Diploma -

Millard West High School
Omaha, NE
06.2017

Skills

  • Account development
  • Systems and software expertise
  • Data entry proficiency
  • Business growth and retention
  • Performance Metrics
  • Customer Relationship Management
  • Problem-solving aptitude
  • Conflict Resolution
  • Professionalism
  • High-energy attitude

Timeline

Senior Client Service/EDI Representative

Mutual Of Omaha
08.2024 - Current

Client Service Representative

Mutual Of Omaha Insurance Company
03.2023 - 08.2024

Senior Account Executive & Client Manager

C9 Collective
12.2020 - 01.2023

Account Executive

C9 Collective
01.2020 - 01.2021

Assistant Manager of Operations

C9 Collective
01.2018 - 12.2020

High School Diploma -

Millard West High School

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Julia Sook