Self-starter with 14+ year successful track record in Sales and Client Management. Proficient in Microsoft Word, Excel and PowerPoint. Solid team player with outgoing, positive demeanor and proven skills in establishing and maintaining relationships with clients.
Overview
11
11
years of professional experience
Work History
Product Advisor
United Healthcare
Indianapolis, IN (Remote)
07.2019 - Current
Answered average of 50 inbound calls per day, addressing customer inquiries, solving problems and providing product information.
Exceeded customer call expectations for service levels, handle time and productivity.
Built and maintained productive relationships with new and existing customers.
Consistently ranked in top 10% of department on outbound phone calls to prospective inquiries
Analyzed customer and industry data to uncover trends in purchasing behavior, informing future sales tactics and strategies for optimal results.
Licensed Health & Life Insurance Agent
US Health Advisors
Indianapolis, IN
07.2017 - 08.2018
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations with US Health
Generated $150,958 in issued insurance policies for US Health through extensive cold-calling efforts
Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Logistics Account Executive
Total Quality Logistics
Indianapolis, IN
08.2015 - 01.2017
Contacted between 80 to 100 new prospective clients daily to acquire new truckload freight clients.
Negotiated favorable shipping rates with carriers, resulting in significant cost savings and revenue for the company
Analyzed shipment data to identify trends, areas of improvement, and present recommendations for efficiency gains.
Coordinated timely deliveries by closely monitoring shipment schedules and proactively addressing potential delays.
Developed and maintained relationships with shipping vendors to achieve reliable delivery of orders and boost rapport.
Prepared and maintained accurate records of shipments and deliveries to enable tracking history and acquire consistent information.
Account Executive
iTV-3
Peoria, IL
01.2014 - 04.2015
Mastered and constantly improved sales prospecting, follow-up and upsell processes.
Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
Leveraged CRM to collect, organize, and manage sales data and customer information.
Established close relationships with new small business prospects.
Education
Bachelor of Arts - Communication Studies
Indiana University Purdue University Indianapolis (IUPUI)
Indianapolis, IN
2009
Skills
14 years of Sales Experience
Client Relationship Management
Excellent Written and Verbal Communication Skills
Positive & Enthusiastic Attitude
Self-Starter with Relentless Work Ethic
Experience with Salesforce, NetSuite and Microsoft CRM
Proficient in Microsoft Office, Outlook and Excel
Extensive experience in cold-calling
Proposal Development
Problem-solving abilities
Calm and Professional Under Pressure
Timeline
Product Advisor
United Healthcare
07.2019 - Current
Licensed Health & Life Insurance Agent
US Health Advisors
07.2017 - 08.2018
Logistics Account Executive
Total Quality Logistics
08.2015 - 01.2017
Account Executive
iTV-3
01.2014 - 04.2015
Bachelor of Arts - Communication Studies
Indiana University Purdue University Indianapolis (IUPUI)
Advisor - Orphans and Vulnerable Children and Child Protection at Save the Children USA (SCUS)Advisor - Orphans and Vulnerable Children and Child Protection at Save the Children USA (SCUS)