Kaleigh Dundov

My key responsibilities in this role include:

Cultivate new client relationships with cold prospects and manage a portfolio of existing accounts to present upgraded HCM software, beyond payroll products such as retirement services, employee benefits, and property/casualty insurances

Conduct virtual and in-person strategic client overview and prospective client meetings with C-suite executives and business owners

Meet regularly with internal partners to strategize and inform on client/sale status

Meet regularly with external partners to grow and create new referring relationships and share product expertise

Make insurance, HR, and business tax recommendations to prospects, clients, CPA and banking partners based on industry knowledge specific to each customer, compliance regulations dependent on state and federal tax/insurance laws, and administrative/human resource management needs

Provide prospective clients with customized proposals based on individual needs and preferences as well as budgetary limitations; current employee benefit and property/casualty insurance policies

Resolve existing client concerns and initiate contact to inform business clients with growing employee count of anticipated compliance regulation concerns

Gather tax balance report information, insurance policy claim reports, worker's compensation and employee benefit renewals, retirement plan fee disclosures, billing statements etc. from new business clients and CPA's to reconcile and transfer to ADP payroll software, retirement services and insurance brokerage services

Served as a personal advisor to high-end clientele to meet diverse needs

Made recommendations of luxury retail goods

Cultivated relationships with new and existing Louis Vuitton customers to further enhance client experience

Worked to improve personal performance and meet personal/store sales goals

Maintained client profiles and initiated contact with existing customers upon arrival of new merchandise

Inventory management and online purchase order submission/tracking

Collected and distributed messages to team members and managers to support open communication and high customer service

Assisted with onboarding new clients and securing paperwork completion

Reduced incoming call response time by implementing an effective call routing system

Maintained 10+ stylists' calendar and 100's of individual client fee schedules

Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.

Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations

Maximized profitability with strategic upselling techniques during one-on-one interactions with clients at the point of purchase

Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges

Monitored customers for signs of security concerns and escalated issues to management