Summary
Overview
Work History
Education
Skills
Timeline
Barista

Juliann Shaughnessy

benefits advisor
Port St. Lucie,FL

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

19
19
years of professional experience

Work History

Benefits Advisor

Independent Contractor - Self Employed
02.2023 - Current
  • Advised customers on making decisions regarding health care packages, carefully matching customers with most appropriate products and services.
  • Developed ongoing, profitable relationships with clients, meeting or exceeding monthly sales goals while continually maintaining professional image of agency.
  • Honed professional and technical knowledge by attending educational workshops, reviewing professional publications and staying in tune with changes internal to company.
  • Educated clients on products over phone or face-to-face presentations, highlighting changes in policies offered or advantages over competitor services.
  • Liaised between clients and internal staff to resolve problems involving access, payment of bills and eligibility issues concerning medical care.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.

Department Supervisor With Keys

Lowe's Home Improvement companies
04.2006 - 05.2022
  • Completed store opening and closing procedures.
  • Counted out cash drawers and balanced totals.
  • Trained and mentored new employees.
  • Opened and closed store 3-5 days per week by counting registers, making deposits, and storing and filing all daily paperwork.
  • Improved customer service by projecting friendly and knowledgeable attitude.
  • Processed cash, credit, debit, and check payments.
  • Kept store clean and organized to provide shoppers with pleasant experience.
  • Opened inventory boxes and restocked shelves.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Monitored and restricted access to keys to maintain store security.
  • Managed store's stock inventory and ordered new merchandise to replenish low-stock items.
  • Tracked, analyzed and reported store sales performance metrics to store manager.
  • Created employee schedules to align coverage with forecasted demands.
  • Oversaw team of 12 employees.
  • Designed and built over 100 displays to generate customer interest in store merchandise.
  • Maintained focus during busy times and delegated tasks to employees to keep business running smoothly.
  • Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
  • Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
  • Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs.
  • Educated staff on strategies for handling difficult customers and challenging situations.
  • Maintained clean, adequately stocked, and organized store by streamlining daily operations and introducing new procedures.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Marked-down clearance items and relocated merchandise to proper store areas.
  • Trained newly hired sales team in upselling techniques.
  • Mentored new sales associates to contribute to store's positive culture.
  • Developed and nurtured lasting relationships with clients through dedicated assistance, issue resolution and active listening.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Set and updated weekly work schedules to meet coverage demands by considering factors like expected customer levels, planned promotions and individual employee strengths.
  • Evaluated data on stock levels, customer sales and other factors, assessed trends and reported on findings to help senior management make effective operational decisions.
  • Promoted business' development by building and maintaining relationships with new clients.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

Customer service

Ski Stop
02.2005 - 04.2006
  • Teamwork
  • Problem-Solving
  • Sales
  • Answered calls, responded to emails, and spoke with clients face-to-face.
  • Handled customer complaints with empathy and composure.
  • Proactively participated in meetings and helped create new practices.
  • Trained, coached, and supervised new staff members.
  • Accurately handled large amounts of money on the cash register.
  • Handled calls promptly and with courteous professionalism.
  • Maintained working knowledge of products, accounts, representatives, tools and systems.

Education

High School Diploma -

Massapequa High School
Massapequa, NY
06.1995

Skills

  • Proactive, customer-orientated professional with over 20 years of customer Service experience at Lowe's and other retail stores
  • Self-motivated, team player with strong organizational and interpersonal skills
  • Always looking to learn new skills, take on extra responsibilities, and grow Professionally
  • Billing and Payment Processing
  • Microsoft Outlook
  • Microsoft Excel
  • Livechat Messaging
  • Handheld Computer Device Software
  • Mozilla Firefox
  • Shipment Processing
  • Time Management Skills

Timeline

Benefits Advisor

Independent Contractor - Self Employed
02.2023 - Current

Department Supervisor With Keys

Lowe's Home Improvement companies
04.2006 - 05.2022

Customer service

Ski Stop
02.2005 - 04.2006

High School Diploma -

Massapequa High School

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Juliann Shaughnessybenefits advisor