Julie Whitehead

Work History

EnhanceHealth

Miramar, FL

09.2023 - Current

Validated customer information, such as addresses and contact numbers.
Inputted data into computer system to ensure accuracy and completeness of records.
Performed data entry tasks including keying in numerical or alphanumerical information from source documents into databases.
Maintained client confidence by keeping information confidential.
Identified errors in the data entry process and corrected them promptly.

It’s Just Lunch

12.2022 - 09.2023

Conducted in-depth interviews to assess client needs, preferences, values, and interests.
Built strong relationships with clients by providing personalized service and support.
Researched potential matches through online databases and social media networks.
Facilitated communication between matched couples via email, phone calls, text messages, and video conferences.
Assisted with dispute resolution if any issues arose during the matching process.
Developed and implemented strategies to match clients with compatible partners.

Medaire-Luxury Yachts

07.2022 - 11.2022

Performed data entry into Salesforce CRM system for tracking of customer orders.
Created weekly reports summarizing customer order activity.
Managed incoming emails, phone calls, and other correspondence in a timely manner.
Collaborated with sales team members to create effective sales plans and strategies.
Maintained accurate and up-to-date inventory records.
Conducted periodic inventories and physical counts of product supplies.
Created reports on inventory activity, shortages, overages..
Managed purchase orders with vendors to maintain optimal stock levels.
Liaised with logistics personnel regarding shipping schedules and order fulfillment.

Statefarm Insurance

12.2021 - 07.2022

Assisted customers in selecting the most appropriate insurance coverage for their needs.
Explained policy terms and conditions to clients in a clear, concise manner.
Developed and maintained relationships with customers by providing personalized service, advice, and information.
Generated leads through networking activities, cold-calling, referrals.
Educated customers on the features and benefits of various insurance policies.

Easy Health

07.2021 - 12.2021

Conducted market research to identify products that meet customer needs.
Educated customers on the features and benefits of various insurance policies.
Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Adhered to company initiatives and achieved established goals.
Provided information and answered questions about Medicare health insurance plans to potential customers.
Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.

GEICO

09.2020 - 07.2021

Explained policy terms and conditions to clients in a clear, concise manner.
Provided customer service and support to clients with questions about their insurance policies.
Provided guidance to clients on policy changes or upgrades.
Processed applications for new policies and renewals.
Promoted various types of insurance products to existing customers as well as prospects.
Generated leads through networking activities, cold-calling, referrals.
Developed client relationships by providing timely and accurate customer service.